Microsoft Dynamics 365 CIF Integration for your Contact Center
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Ameyo and MS Dynamics Integration
Microsoft CIF-powered Ameyo Toolbar allows you to utilize the full CRM capabilities of Microsoft Dynamics 365, with all the powerful contact center features of Ameyo. Your agents can quickly answer or make calls to customers while looking at the details on Dynamics. The agent can further add or change information about customers or raise a ticket.
Your Supervisors can also leverage the powerful Ameyo Live Monitoring Tools, Dashboards or Reports, to effectively manage your contact center.
Deliver Powerful Call Management Features Into MS Dynamics 365
SSO with Dynamics OAuth
SSO with Dynamic OAuth allows the agents to log in without having to insert login credentials, assisting the agents with enhancing their productivity. Many-a-times, the agents tend to forget their login credentials and are unable to operate till the IT team sends a password reset link.
Integrate Ameyo call center software and allow your agents to sign into Ameyo using their MS Dynamics credentials directly.
Auto-pop Customer Record
Auto-pop Customer Record allows qualified conversations with customers while enabling agents to access customer details like the name, previous interaction history and preserving the context of the call. Once the call gets connected, relevant customer detail pops up on the agent screen using number mapping, displaying relevant caller information with the help of Dynamics CTI integration.
Knock Out Human Error
Eliminate the possibility of a manual error and save time. The agent can call any contact from the CRM with a simple click on the number (in Predefined format), without manually entering the contact number. If a dialed number exists in multiple records, the system will dial the record from which the click to dial was initiated.
Two-Way Synchronization
The Ameyo Toolbar enables Dynamics 365 users to perform contact center-based actions such as telephony controls and disposing of calls, while a deep API-based integration (enabled via Ameyo MS Dynamics Connector) allows both applications to quickly sync data along with operations such as click-to-call, automated dialing, and passing Call Activity data
IVR Input
All the customers calling in are first connected to the IVR. Using inputs provided by the customer via DTMF or ASR, the customer is then connected to the most suitable agent, based on any off-the-shelf ACD algorithms (LRU, Skill-based, Preferred Agent, customer Priority, etc) or even customized business logic.
Ameyo further helps identify the customer, based on data like customer ID, even if the customer calls from an unknown number.
Capture Complete Call Activity
With Microsoft Dynamics- Ameyo integration, agents can easily sync all Call Activity data in real-time, enabling you to implement strategies dynamically. Ameyo further enables you to utilize this data for quality assurance and training purposes.
Automated Ticket Creation
Integrating with Ameyo helps to automatically generate a ticket for an incoming call or simply links the call with an existing ticket. The call-related data is automatically tagged with the relevant ticket to ensure complete context for future actions.
One-Click Calling
One-Click Calling eliminates the possibility of a manual error allowing the agents to save time. The agent can call any contact using MS Dynamics with a simple click on the number (in Predefined format) without having to manually feed the number. If a dialed number exists in multiple records, the system will dial the record from which Initiated the click to dial.
Complete Guide To Smoothen Telephony Integration With Your CRM
Sankar Rao A.
Director - Products
Shivam M.
Sr Network Engineer
Ehab M.
Head of Electronic Banking
Mitesh S.
System Support Engineer
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