Enhance your Microsoft Dynamics 365 experience with seamless integration between your ULTATEL cloud phone system and your Microsoft Dynamics 365 platform, improving workflow and increasing productivity.
With ULTATEL activated on your Microsoft Dynamics 365 account, you can place calls by simply clicking on contact or account records. Your incoming calls trigger a notification panel with the caller’s account information. And you can attach call notes and accurately track call duration on specific contact records.
Store the phone calls and share these records across the company.
Provide each client with the contact they require, fix missed calls to follow up with every caller.
Automate the forwarding of incoming calls. Let your sales specialists focus on more critical tasks
Make your business more productive by providing the agent handling the call with helpful information.
Once ULTATEL has been activated, it will appear inside your Microsoft Dynamic 365’s account. That means you will be able to call leads and customers from within the platform, using the dial pad or simply clicking the contact phone icon to dial out— saving time per dial and eliminating misdials.
Your ULTATEL system rings one of your devices based on your assigned routing rules, so you can answer the call while using Microsoft Dynamics 365.