Articles on: Integration

How to Integrate Your Microsoft Dynamics 365 Account with KrispCall?

Microsoft Dynamics 365 is a remarkable platform that integrates a range of applications, each designed to address specific business needs, and it operates seamlessly with other Microsoft products and services. And integrating KrispCall with Microsoft Dynamics 365 unlocks a wide range of opportunities.

With this integration, you can ensure seamless telephony conversations across these platforms, increase the efficiency and productivity of your employees, and improve the overall user experience.

And in this article, we will guide you for a seamless Microsoft Dynamics 365 and KrispCall integration and the benefits you will be getting afterward.

How to Integrate Microsoft Dynamics 365 Account with KrispCall?

Step 1: Log in to your KrispCall account and Go to Settings.

Step 2: In the Settings menu, you'll find Integrations under App Settings. Click on it.

Step 3: Clicking this will bring up a list of business tools and CRM software you can integrate with KrispCall. To integrate KrispCall with Microsoft Dynamics 365, click on the Connect → button just below Microsoft Dynamics 365.

Step 4: Clicking on the Connect → button opens a new pop-up window asking you to enter the URL of the Microsoft Dynamics 365 account you want to integrate with KrispCall.

Step 5: To get the URL, you need to go to the Microsoft Dynamics 365 account login to it, and copy the URL as shown in Fig Below:

Step 6: After copying the URL from the Microsoft Dynamics 365 account paste it to the Microsoft Dynamics 365 URL section and click the next button.

Step 7: After clicking the next button you should click on to submit button. You will then be redirected to the Microsoft Dynamics 365 connection page.

Step 8: Select the account that you have pasted the URL (in Step 5) in the Microsoft Dynamics 365 URL section.

Step 9: Accept the consent for integration to the KrispCall application.

Step 10: After accepting the consent, you will be redirected to the KrispCall application and the integration successful message will pop up on the screen.

Benefits of Integrating Microsoft Dynamics 365 With KrispCall

1. Faster Onboarding of New Team Members

The integration of KrispCall with Microsoft Dynamics 365 CRM facilitates a swift onboarding process for new team members. By allowing easy access to essential customer data, call history, and other essential information directly within the CRM interface, new agents can quickly familiarize themselves with the responsibilities of their role. This results in a shorter learning curve, enabling them to become productive contributors to the team in relative short time.

2. Improved Customer Experience

Improving customer experience always comes at the forefront of any successful CRM strategy. With this integration, agents gain real-time access to crucial information during calls, empowering them to provide personalized and informed support. Additionally, the automatic recording of calls not only serves as a valuable resource for service improvement but also plays a pivotal role in performance reviews, ensuring continuous enhancement of customer interactions.

3. Automation of Repetitive Tasks

KrispCall and Microsoft Dynamics 365 integration encourages automation by streamlining repetitive tasks such as call data entry and lead creation.

By automating these mundane, repetitive, and time-consuming processes, the integration significantly reduces the workload for agents, allowing them to focus on more strategic and value-added activities. This not only enhances productivity but also minimizes the risk of errors associated with manual data entry.

4. Seamless Workflow with No App Switching

Integrating KrispCall with Microsoft Dynamics 365 eliminates the need for constant app and tab switching. Agents can now operate within a single environment, fostering a more streamlined workflow.

This consolidated workspace enhances concentration, reduces distractions, and allows agents to manage their tasks more efficiently, ultimately contributing to improved productivity and job satisfaction.

5. Easy Access to Real-Time Customer Data

The integration ensures that both the Microsoft Dynamics 365 CRM system and KrispCall are always up-to-date with the latest customer details.

Automatic call logging and contact syncing features guarantee that agents have easy access to real-time information, empowering them to make informed decisions during customer interactions. This real-time access is invaluable in fostering stronger customer relationships and driving successful outcomes.

Updated on: 25/01/2024

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