Microsoft Dynamics CRM Integration

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Seamlessly integrate Microsoft Dynamics CRM with your ShoreTel business communications system to gain automated access to customer records each time you talk — enhancing caller satisfaction and agent productivity while reducing call response times and duration.

The ShoreTel Microsoft Dynamics CRM Integration brings a new level of customizable, highly personal communication to customer interactions by combining voice capabilities with immediate access to comprehensive customer data.

Features & Benefits: 

Easy to install and intuitive to use
The application is designed to transition easily into daily business operations. Once installed, it works seamlessly, allowing your company to realize the benefits of integrated IP telephony without changing established procedures, roles, or workflows.

Instant access to customer data
Users can access complete customer information as an inbound or outbound call begins. Based on phone number search results, the application can provide screen pop notification, allowing CRM users to navigate to, or create, associated records with a mouse-click.

Highly configurable straight out of the box
Users can control how the software responds to calls and lookup results. Organizations, as well, can customize search settings for lookup of standard and custom CRM entities and attributes.

Preview functionality
Via screen pop notification, users can preview found entities before choosing to open a corresponding CRM record. An optional main window may be used to view and perform actions for active calls and associated CRM entities.

Simplifies agent workflow and tasks
A streamlined interface reduces manual tasks, boosting user productivity and contact quality. With a single mouse-click, a user can answer a ringing call while opening an associated CRM form, so there's no need to operate a telephone handset or speaker button.

Comm3 is in the business of connecting people though integrated Voice, Data, and Video Business Communication Technologies.

Comm3 designs, implements and supports communication solutions that deliver superior productivity, better profitability and improved efficiency. Comm3’s seasoned team assesses your specific business needs, custom-builds the network solution designed around the way you operate your business, and backs our product with custom training and 24/7 support. That’s the Comm3 way.


Get a custom-fit network solution that makes you feel there without going there.

Comm3 offers a Voice over IP telephony platform as reliable and flexible as it is easy to deploy, manage, and use. With Comm3, you can rely on state-of-the-art systems that bring unified communications, IP phone systems, HD video, wireless security, contact center, and mobility solutions together with plug-and-play simplicity to meet your every need. Comm3’s complete custom communications solutions rely on partnerships with global market-leading manufacturers including ShoreTel, LifeSize, Motorola, Vidyo, PowerDsine, Brocade, Interactive Intelligence, and Toshiba.