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Microsoft Dynamics CRM Integration

Better respond to client inquiries, improve your CSAT scores, or drastically enhance the efficiency of outbound sales campaigns with 3CLogic’s cloud Call Center software seamlessly integrated with Microsoft Dynamics CRM.

The best don’t settle for mediocre - neither should you.

Microsoft Dynamics CRM Screenpop

Deliver fast and informed assistance to agents with automated screen-pop of relevant Dynamics CRM Lead, Case, or Contact records to optimize first call resolutions and offer a more personalized CX.

Intelligent Call Routing

Route customers to the most qualified individual or enable them to self-service their own needs with advanced IVR and Skills-Based routing tools integrated with your CRM data to deliver an intelligent customer experience.

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Automated Call Logging

Eliminate manual agent tasks and data entry errors with automatic logging of all customer engagements directly into Dynamics CRM’s. Capture call recordings, screen recordings, time/date, call dispositions, agent notes, and more.

Flexible Auto-Dialer Options

Improve the success of any sales or marketing initiative using 3CLogic’s advanced dialing solutions and local presence, to increase contact rates while auto-populating agent screens with relevant Dynamics CRM records.

Explore Dialers

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Embedded Click-to-Call

Simplify direct client outreaches and drive efficiency by removing manual dialing with a convenient click-to-call button for every active Microsoft Dynamics CRM phone number with 3CLogic’s embedded CTI.

Explore CTI

Customizable Results Codes and Triggers

Nurture leads through the sales funnel by auto-updating lifecycle stages and statuses after each interaction.  Trigger Microsoft Dynamics CRM workflows and scheduled follow-ups based on customizable disposition codes.

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Real-Time Reporting

Arm your business with the right insights to make informed decisions. Virtually monitor all agent activities in real-time or create customized reports, graphs and KPIs using 3CLogic’s simple click-drag-and drop reporting framework.

Integration Benefits

  • Improve Customer Retention
  • Streamline Business Operations
  • Personalize Customer Experiences
  • Improve Contact Rates
  • Enhance User Efficiencies
  • Automate Manual Processes
  • Contact Leads More Efficiently
  • Increase Analytical Insights

Streamlined User-Interface for Enhanced Efficiency

Manage all customer information and communication from a single streamlined platform, removing inefficient toggling between separate systems and screens.

Elevate Your Customer Service to the Cloud!

Although 3CLogic is an AWS-hosted solution we understand every business has unique requirements when it comes to migrating to the cloud. That’s why we offer a variety of deployment options, from Total Cloud to Hybrid, or even a simple connector between your CRM and a legacy on-premise telephony infrastructure.

View Deployment Options

See what's possible

Schedule a live demo of the 3CLogic cloud communication platform.