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CRM and CTI Solutions for Salesforce, Dynamics, ServiceNow, Zendesk, SAP, and Oracle
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Microsoft Dynamics Multi-Channel Integration

Create the contact center you want with the flexibility of DaVinci

TALK TO A SPECIALIST

Pure Cloud and/or Premise

Experience a pure cloud contact center or use our DaVinci Premise app to connect to premise communication platform(s) if needed

Advanced Features

Utilize advanced features with DaVinci Agent like screen pop, click-to-dial, agent analytics, quick add and more

Powerful Plug & Play

Invent your ideal contact center by leveraging Creators Studio to connect Dynamics to additional 3rd party apps or build your own

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DaVinci for Microsoft Dynamics

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Why its the best way to get information specialized to your needs: 

  • One of our specialists will guide you through the features of our solutions for Microsoft Dynamics
  • We’ll answer ALL of your questions
  • We’ll even base your session on your needs – if you need coaching to explain benefits to a team of decision makers or maybe you just prefer the technical details, we’ll structure it that way for you!

Advanced Features

Elevate your contact center with smart telephony and omni-channel features for inbound contact centers, outbound dialing and/ or blended agent contact centers.

Get Full List of Features >

Screen Pop

Automatically pops a customer’s account information upon receiving a phone call (or chat, text, email, etc.) so the agent has a chance to find out about who is calling before answering the call. This saves customers time because they don’t have to manually look for customer records and gives them context (name, last purchase, status, etc.) about who is calling to provide personal customer service.

Click to Dial for Microsoft Dynamics and Telephony Integration

Click-to-Dial

This turns phone numbers within Microsoft Dynamics into clickable links for agents to place outbound calls, eliminating the need for an agent to enter in a phone number manually. This not only saves the agents time, but ensures they are dialing the correct number.

Contextual Call Controls

Telephony controls (hold, warm transfer, blind transfer, conference, etc.) are presented based on the status of the call and/ or the requirements of your contact center. This gives agents the needed controls right within the toolbar, eliminating the need to switch to other tools.

toolbar-callcontrols6

Agent Analytics

With automatic call and omni-channel logging with time stamps, agents can make knowledgeable decisions based on comprehensive and accurate data and access telephony and/ or omni-channel reporting directly within Dynamics CRM.

Customer Screen Transfer

Whenever a call is transferred to a different agent, the same account is populated to the next agent. This gives the agent receiving the call all of the information, so the customer doesn’t have to repeat information.

Supported Microsoft Dynamics Solutions

Hosted and On Premise, Microsoft Dynamics Unified Service Desk (USD), Microsoft Dynamics 365, Microsoft Dynamics CRM 2016, Microsoft Dynamics CRM 2015 and Microsoft Dynamics CRM 2013

CTI Integration Available on Microsoft AppSource

Microsoft Dynamics Resource Center

Datasheets

Microsoft Dynamics Datasheet

Microsoft Dynamics Datasheet

This is your first step, your "sale sheet" of our Microsoft Dynamics solution

Free Comprehensive Feature List

Free Comprehensive Feature List

All the beneficial features in a downloadable list

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