8x8 Virtual Office for Microsoft Dynamics brings phone communication through a dialer to your Microsoft Dynamics environment. The application launches conveniently from your Microsoft Dynamics dashboard, allowing you to combine the benefits of Microsoft Dynamics with the capabilities of Virtual Office, and interact with your customers via phone without having to switch to another app.
Upon receiving an inbound call, the app tracks if the caller is an existing contact by searching your Microsoft Dynamics accounts and contacts, and pops the matching record for you to preview and prepare for the call. This way, you gain full insight into communications with any returning caller. You can be better informed and prepared to answer calls by previewing relevant caller record details before accepting a call.
This guide is intended for Microsoft Dynamics agents who use Version 3.1 of Virtual Office integration with Microsoft Dynamics.
We recommend using Google Chrome to ensure a smooth experience.
The following Microsoft Dynamics objects have been tested with Virtual Office integration:
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