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Ooma Office for
Microsoft Dynamics 365

Pre-built seamless connectivity between Ooma Office Pro Plus and Microsoft Dynamics 365 enables organizations to grow customer relationships while driving employee productivity.

Key Microsoft Dynamics 365 Integration Features:

Phone calls – Make and receive phone calls within MicrosoftDynamics 365.
Click-to-call – Place calls directly from MicrosoftDynamics 365 by clicking on contact or account phone numbers.
Screen pops – Provide staff with valuable customer insights by sending them screen pops as they initiate or take phone calls.
Auto call logs – Call logs are automatically added to contact records after every conversation making it easier to follow interactions from beginning to end.
Call recording – Easily search, playback, and download call recordings to keep improving customer experience and team productivity.
Insightful call history – Review call history (inbound, outbound and total duration) to keep improving employee productivity and customer experience.
Straightforward deployment – The account admin simply enables the integration in Ooma Office for both the account and individual users.

FAQ’s

What is Ooma Office for Microsoft Dynamics 365 CRM integration?

This integration makes it possible to share customer data, call logs and communication activities between the Microsoft Dynamics 365 CRM system and the Ooma Office phone system. It provides advanced telephony capabilities inside the Microsoft Dynamics 365 CRM interface, so your team can be more productive and get more value from the communication tools they use daily.

Why is the Ooma Office for Microsoft Dynamics 365 CRM integration important?

Integrating Microsoft Dynamics 365 CRM with Ooma Office allows businesses to centralize customer communication data within their CRM application, automate call logging, improve response times, personalize customer interactions and gain insights into customer engagement for better decision-making.

What browsers work well for Ooma Office for Microsoft Dynamics 365 CRM integration?

Ooma Office for Microsoft Dynamics 365 Integration CRM requires Microsoft Edge or Google Chrome.

What versions of Microsoft Dynamics 365 CRM integrate with Ooma Office Pro Plus?

Ooma Office Pro Plus integrates with Microsoft Dynamics 365 with added Channel Integration 1.0 Framework.

Is the Ooma Office for Microsoft Dynamics 365 CRM integration available outside of the U.S.?

Yes, Ooma Office for Microsoft Dynamics 365 CRM is available in Canada, as well as the U.S.

How do Ooma Office Pro Plus customers enable the Ooma Office Microsoft Dynamics 365 CRM integration?

Go to the support page for step-by-step instructions on how to set up the Ooma Office Microsoft Dynamics 365 CRM integration. Don’t have Ooma Office Pro Plus yet? Existing Ooma Office customers can upgrade in Ooma Office Manager, the online account management portal for administrators. New customers can learn about Ooma Office Pro Plus and its advanced features at www.ooma.com/office/pro-plus/ and sign up when they are ready to get started.

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Ooma Office for
Microsoft Dynamics 365

Key Microsoft Dynamics 365 Integration Features:

FAQ’s

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