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Microsoft Dynamics Integration Overview

8x8 Virtual Office and or Virtual Contact Center 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 or Virtual Contact Center, 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.

Audience

This guide is intended for Microsoft Dynamics administrators who use Version 3.1 of Virtual Office and or Virtual Contact Center integration with Microsoft Dynamics.

Features

The integration with Virtual Contact Center offers the following features:

The integration with Virtual Office offers the following features:

Limitations

Browser Requirements

We recommend using Google Chrome to ensure a smooth experience.

Supported CRM Objects

The following Microsoft Dynamics objects have been tested with Virtual Office and Virtual Contact Center integration:

Preparation

 


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