Teams integration with Microsoft Dynamics CRM & DaVinci

Invent Your Ideal Contact Center by Unifying Microsoft Teams + Microsoft Dynamics With DaVinci

Combine Multiple Apps in a Best-of-Breed Approach

Increase Flexibility in Agent Experience

Integrate Data From Multiple Applications

Create Tailored Experiences With Minimal Effort

Integration Between Teams & Microsoft Dynamics 365

AMC Technology’s DaVinci solution for Microsoft Dynamics 365 and Microsoft Teams enhances customer and agent experience through our Interaction Orchestration platform. The solution provides standard features like a screen pop of customer information, click-to-dial, activity tracking, and more advanced flexible capabilities like comprehensive reporting and proactive customer care.

DaVinci’s unique app-based approach supports integration with premise telephony like Cisco, and Avaya, as well as cloud-based CCaaS like Twilio, Amazon Connect, Five9, and Genesys.

Integrate your organization’s contact center, voice, and digital channels like SMS and chat within Dynamics 365 and Microsoft Teams to increase agent productivity, improve the agent and customer experience, and enhance the efficiency of the entire organization. AMC Technology’s DaVinci Agent provides an embedded toolbar that can support customers on their preferred channels.

Data Synchronization:
Ensure that customer data is synchronized between Teams and Microsoft Dynamics 365. This ensures that both systems have up-to-date and accurate information about customers.

Unified Customer View:
Create a unified customer view by integrating customer data from both platforms. This allows customer service representatives to have a complete understanding of customer interactions and history across both systems.

Communication Integration:
Integrate communication channels such as phone calls, emails, and chat between Microsoft Dynamics 365 and Teams . This helps in providing a seamless customer experience and ensures that all communications are logged and tracked.

Workflow Automation:
Automate business processes and workflows that involve both Microsoft Dynamics 365 and Teams. For example, when a customer service representative updates information in one system, it triggers automated actions in the other system.

Reporting and Analytics:
Create consolidated reports and analytics that span both platforms. This allows businesses to gain insights into customer interactions, performance metrics, and overall customer satisfaction.

Training and Support:
Provide training and support for users who will be interacting with both systems. This includes educating them on how to navigate seamlessly between Microsoft Dynamics and Teams.

How DaVinci Steps In

DaVinci enhances Microsoft Dynamics 365 and Microsoft Teams by integrating communication channels seamlessly into the CRM interface, streamlining interactions across voice calls, emails, and chat. It aims to create a unified customer view by synchronizing customer data and providing customer service representatives with a comprehensive understanding of interactions.

DaVinci also offers tools for multichannel interaction management, enabling efficient routing and prioritization of customer inquiries. Through workflow automation, it helps optimize processes within the CRM, automating repetitive tasks and triggering actions based on specific events. Additionally, DaVinci contributes to improved reporting and analytics, offering insights into communication patterns and overall performance.

Microsoft Teams integration with Microsoft Dynamics 365  & DaVinci

“DaVinci has saved us so much time from an efficiency standpoint, and hard dollars as well, going to four to five systems to authenticate the customers. Now, all of this information comes in from a screen pop.”

See more testimonials HERE →   

AMC Technology's DaVinci Screen Pop
Connie Romay
Senior VP of Retail Innovation and Management, Ameris Bank

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DaVinci Datasheets

Find out how AMC Technology & Microsoft Teams work together in this downloadable guide.

DaVinci Datasheets

Find out how AMC Technology & Microsoft Dynamics work together in this downloadable guide.