Microsoft Dynamics 365

Streamline daily tasks. Save time. Increase productivity.

Overview

With Telavox for Microsoft Dynamics 365 you can improve your employees efficiency by integrating Telavox services directly into Dynamics. Allow your agents to focus on the conversation instead of switching back-and-forth between tools. Get the information and functionalities you need inside Dynamics, while saving valuable time and minimizing distractions.

Key benefits

Key features

How to setup the integration

Requirements
  • “CRM Integration” user addon for Telavox Fixed or Mobile user licence.
  • Any MS Dynamics Licence under: Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service
  • Dynamics 365 Channel Integration Framework (CIF) application installed
Installation instructions
  • Download and install the Dynamics 365 Channel Integration Framework (CIF) application.
  • Configure a Channel Provider for the CTI. Fill in the following configuration;
    • Name: Telavox CTI
    • Label: Telavox CTI
    • Channel URL: https://msdynamics-cti.telavox.com/?base=<YOUR-URL> (example; https://msdynamics-cti.telavox.com/?base=https://company.crm.dynamics.com/)
    • Enable Outbound Communication: Yes
    • Channel Order: 0
    • API Version: 1.0
    • Trusted Domain: telavox.com
    • Customer Parameters: —
  • Choose which apps you want the Telavox CTI to show up in.
  • Choose which roles you want to be able to access the Telavox CTI.