UDS Telephone Integration

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The easiest way to integrate your softphone application with Microsoft Dynamics CRM Online

[/vc_column_text][/vc_column_inner][vc_column_inner text_color=”#ffffff” width=”1/4″][vc_empty_space height=”70px”][/vc_column_inner][/vc_row_inner][us_separator type=”invisible”][ultimate_modal modal_title=”Add-on purchase procedure:1. You fill the contact form2. Within 24 hours our specialist will contact you to clarify the details about the purchase3. When details are agreed, we install and configure an addon inside your CRM environment4. You test an add-on and confirm it’s operability5. We send you an invoice and you make a payment ” btn_size=”lg” btn_bg_color=”#388fc9″ btn_txt_color=”#ffffff” btn_text=”Make an Add-on order”][contact-form-7 id=”6249″ title=”UDS Telephone Integration”][/ultimate_modal][/vc_column][/vc_row][vc_row content_placement=”top” height=”small”][vc_column width=”2/3″][vc_column_text]

Standard Add-On functionality includes:

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  • Ability to make calls from MS CRM interface
  • Open existing Contact record in Microsoft CRM at the time of incoming call
  • Create a new Contact record if the phone number is not in the database
  • Automatically create a Case for every incoming call, connected to the Contact record
  • Add comments to the newly created Case
  • Ability to convert a call to any CRM record

[/vc_column_text][/vc_column][vc_column width=”1/3″][vc_empty_space height=”70px”][us_pricing items=”%5B%7B%22title%22%3A%22UDS%20Telephone%20Integration%22%2C%22price%22%3A%22%20600%20%E2%82%AC%22%2C%22substring%22%3A%22per%20Organization%22%2C%22btn_color%22%3A%22light%22%2C%22btn_style%22%3A%22solid%22%2C%22btn_size%22%3A%2215px%22%2C%22btn_iconpos%22%3A%22left%22%2C%22btn_link%22%3A%22%7C%7C%7C%22%7D%5D”][ultimate_modal modal_title=”Add-on purchase procedure:
1. You fill the contact form
2. Within 24 hours our specialist will contact you to clarify the details about the purchase
3. When details are agreed, we install and configure an addon inside your CRM environment
4. You test an add-on and confirm it’s operability
5. We send you an invoice and you make a payment ” btn_size=”block” btn_bg_color=”#388fc9″ btn_txt_color=”#ffffff” btn_text=”Make an Add-on order”][contact-form-7 id=”6249″ title=”UDS Telephone Integration”][/ultimate_modal][/vc_column][/vc_row][vc_row content_placement=”top” height=”small” color_scheme=”alternate”][vc_column width=”2/3″][vc_column_text]

Advanced Add-on functionality:

[/vc_column_text][us_separator size=”small” color=”primary”][vc_column_text]

  • Ability to make calls from MS CRM interface
  • Open existing Contact record in Microsoft CRM at the time of incoming call
  • Create a new Contact record if the phone number is not in the database
  • Automatically create a Case for every incoming call, connected to the Contact record
  • Add comments to the newly created Case
  • Ability to convert a call to any CRM record
  • View calls history for each Contact in the add-on interface
  • Dialing phone number from add-on interface
  • Searching for CRM records from add-on interface

[/vc_column_text][/vc_column][vc_column width=”1/3″][vc_empty_space height=”70px”][us_pricing items=”%5B%7B%22title%22%3A%22UDS%20Telephone%20Integration%22%2C%22price%22%3A%221000%20%E2%82%AC%22%2C%22substring%22%3A%22per%20Organization%20with%20additional%20features%22%2C%22btn_color%22%3A%22light%22%2C%22btn_style%22%3A%22solid%22%2C%22btn_size%22%3A%2215px%22%2C%22btn_iconpos%22%3A%22left%22%2C%22btn_link%22%3A%22%7C%7C%7C%22%7D%5D”][ultimate_modal modal_title=”Add-on purchase procedure:
1. You fill the contact form
2. Within 24 hours our specialist will contact you to clarify the details about the purchase
3. When details are agreed, we install and configure an addon inside your CRM environment
4. You test an add-on and confirm it’s operability
5. We send you an invoice and you make a payment ” btn_size=”block” btn_bg_color=”#388fc9″ btn_txt_color=”#ffffff” btn_text=”Make an Add-on order”][contact-form-7 id=”6249″ title=”UDS Telephone Integration”][/ultimate_modal][/vc_column][/vc_row][vc_row content_placement=”top” height=”small”][vc_column width=”2/3″][vc_column_text]

List of fields which are filling during creation new Contact record:

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List of fields which are filling during creation new Phone Call record:

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Supported platforms:

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CRM 2015 up to CRM 2016 – Online, On-Premise and Hosted (IFD)

[/vc_column_text][us_separator size=”small” color=”primary”][us_iconbox icon=”fa-clock-o” iconpos=”left” size=”large” title=”Delivery terms”]3-4 weeks[/us_iconbox][/vc_column][/vc_row][vc_row content_placement=”top” height=”small” color_scheme=”secondary”][vc_column][vc_column_text]

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