CallHippo + Microsoft Dynamics Integration

Manage Your Sales & Support With Our Microsoft Dynamics Integration

Boost agent productivity, streamline agent workflow and personalize every interaction with CallHippo’s Microsoft Dynamics Integration. Sign up today to experience seamless client interaction.

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Microsoft Dynamics Integration Feature

Interaction
Personalize Every Interaction

CallHippo instantly displays a customer’s Microsoft Dynamics contact history and information when a call is connected. Agents can use this information to personalize interactions and provide optimal service.

Productivity
Boost Agent Productivity

Save agents the inefficiency of switching between two applications with the ability to perform CallHippo's actions within Microsoft Dynamics. Agents will be able to create activities and update notes without ever leaving Microsoft Dynamics.

Workflow
Streamline Agent Workflow

CallHippo’s automated workflows eliminate the need to manually enter data in two different systems. Save agents time by configuring certain CallHippo events to automatically trigger Microsoft Dynamics actions.

Data Synchronization
Data Synchronization

CallHippo automatically synchronizes contacts and activities, between Microsoft Dynamics and CallHippo in real-time. When agents have the most up-to-date information, they can better serve your customers’ needs.

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Make calls from Microsoft Dynamics

Get a click-to-call button next to the phone numbers on your Microsoft Dynamics.
Click it and call your leads and customers right from the Microsoft Dynamics.

Microsoft Dynamics
Microsoft Dynamics

Track all your call activities on Microsoft Dynamics

With Microsoft Dynamics integration, you can keep a tab on all your call activities directly from the Microsoft Dynamics. Thus, it eliminates swapping between different windows.

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Published by Nishita

Last updated: July 30, 2021