Microsoft Dynamics 365 CRM Integration with VoIP Phone System

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Microsoft **Dynamics 365** CRM Integration with VoIP Phone System

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Combining Microsoft Dynamics 365 with Your Business Phone System

If your customer relationship management software of choice is Microsoft Dynamics 365, then we are sure you are going to love hearing about this. You are able to combine your business phone solution with your CRM through Yodel.io’s intelligent integration.

Yodel.io is a cloud based business phone system that utilizes VoIP technology to provide an effective and affordable solution for businesses of all sizes. What that means is that Yodel doesn’t rely on outdated technology like telephone cables and phone lines. Instead, Yodel is able to transmit and receive phone calls over the internet.

That allows your team to have more accessible and flexible communication, without having to spend a fortune to get it. The best part? Yodel is able to integrate into the tools you already know and love.

Enjoy the perks of a Business phone system with Dynamics 365 Integration with 14 day free trial.

With Yodel’s Microsoft Dynamics 365 VoIP integration, your team will be able to…

Synchronize your Microsoft Dynamics 365 CRM contacts with Yodel

You’ll never have to wonder if your contact information is consistent or up to date across your phone log and your CRM. With Yodel, you can have your information synchronized across platforms, leading to more consistent information within your business tools.

Update a lead in Microsoft Dynamics 365 CRM when the call is finished

Whether you just want to flag that you just had a call with a lead, or update other information, you can now have information shared between your business phone and your CRM. This way you can make sure that information is always up to date.

Create leads in Microsoft Dynamics 365 CRM when receiving a call

Incoming calls can automatically create new leads within Microsoft Dynamics, allowing you to focus on the substance of the incoming call rather than manually recording new lead information. This is just one way Yodel can help you streamline your workflows.

Ready to supercharge your phone system?
Enjoy your 14 day free trial.

How to setup Yodel with Microsoft Dynamics 365

It is super simple to get started with the Yodel integration. We made it simple so you don’t have to spend time worrying about getting set up, and instead can start taking advantage of all the new features you’ve unlocked within Microsoft Dynamics 365.

  1. Go to Zapier.com and login
  2. Search Yodel.io, and select the Microsoft Dynamics 365 integration
  3. Authorize access to share information, and get access to fully functioning integrations that are instantly ready to go!

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