InGenius CRM Integrations for Microsoft Dynamics CRM

InGenius Connector for Microsoft Dynamics CRM (MS-CRM) is a PC application that seamlessly integrates your telephone operations directly into your MS-CRM environment, providing multiple features including click-to-dial from MS-CRM and MS-CRM contact record pop-up based on incoming call. With InGenius Connector for MS-CRM, you never have to leave your MS-CRM environment. InGenius Connector for MS-CRM will help you to accelerate, simplify and streamline your workflow.

InGenius Connector for Microsoft Dynamics CRM works with multiple platforms. Select your version of Microsoft Dynamics CRM and your telephony platform below to get started with your FREE trial, explore documentation or obtain more information specific to your platform.

Microsoft Dynamics CRM V3.0, 4.0 or 2011 (Hosted or On-site installations)

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Features*

• Screen pop on incoming and outgoing calls when calls match a record in MS-CRM.
  
  
  
• Click-to-dial from within the MS_CRM user interface
  
  
  
  
• Selective match: If caller ID matches multiple records within MS_CRM, the user can select the appropriate record when the caller has been identified verbally
  
  
  
  
• New Record: Create a new Lead/Contact/Account/Case on incoming calls 
  
  
  
• Call logging: all information is auto-logged with the associated contact  
  
  

 *Features may vary depending on the telephony platform being used.  

Technical Requirements:

• Internet Explorer 6.0 or later
• Windows 2000 or XP, Windows 7
• MS-CRM version 4 or higher (Only local versions are supported)
• MS-Dynamics CRM 2011 (local or hosted)

For more information please email us at sales@InGenius.com.