Tips to Increase Productivity with KrispCall and MS Dynamics 365 Workflows

  • 7 minute read

Share:

Share:

Tips to Increase Productivity with Krispcall and MS Dynamics 365 Workflows

As a business owner, the challenges of maintaining peak productivity while dealing with the complexities of your overall business communication and CRM workflows are definitely overwhelming. 😩

However, fret not! 😉 To tackle the same problem, VoIP systems like KrispCall provide integration with MS Dynamics 365 to automate your routine tasks and manage your overall workflow by bringing hidden capabilities into play. 

This blog will guide you through everything you need to know and more about maximizing your business profit utilizing KrispCall + MS Dynamics 365. 

You will learn 5 useful ways to utilize this integration to improve your business communication, simplify workflows, and optimize your routine tasks. You will also discover new ways to increase productivity with KrispCall and MS Dynamics 365.

🔑KEY HIGHLIGHTS

  • With KrispCall MS Dynamics 365 Workflow Integration, your business telephony is integrated with the Dynamics 365 platform, which includes CRM, ERP, and marketing automation.
  • Integrating KrispCall with Microsoft Dynamics 365 requires logging into KrispCall, going to the ‘integrations’ page, and selecting Microsoft Dynamics 365.
  • To increase productivity with KrispCall and Microsoft Dynamics 365 workflows, you should use features such as automated call logging, 2-way contact syncing, click-to-call, and analyzing the collected data for precise decisions.

What is KrispCall MS Dynamics 365 Workflow Integration? 

What is KrispCall MS Dynamics 365 Workflow Integration

KrispCall MS Dynamics 365 Workflow Integration refers to the integration of KrispCall, a cloud-based business telephony with the Dynamics 365 platform offering a wide range of operational functionality including CRM, ERP, and marketing automation. 

This integration of KrispCall helps businesses to automate their daily business workflows with business-critical features such as two-way-contact syncing, click-to-call, auto chat login, and instant caller identification, all within a single application, eliminating the need to switch between tabs. 

With KrispCall + MS Dynamics 365, you can create automated predefined workflows. Through this, Dynamics 365 triggers VoIP actions such as call initiation, routing, and logging based on specific events or conditions. This ensures data syncing between Dynamics 365 and your business telephony, KrispCall, improving efficiency, customer experience, and overall business productivity. 

The integration can be set up very easily by connecting your KrispCall account to MS Dynamics 365, which can be done in a few clicks, i.e., Log in to your KrispCall account > Navigate to ‘integrations’ > select ‘Microsoft Dynamics 365’ > Authorize it > Connect it > Turn it on and start using it.

5 Tips to Increase Productivity with KrispCall and MS Dynamics 365 Workflows

1. Automate Chat and Call Logging to Increase Efficiency 

With KrispCall and Microsoft Dynamics 365 integration, chats, and calls can be logged automatically. Using this feature, all interactions between a contact and the company, such as phone calls, SMS messages, voice mails, and recorded conversations, are instantly recorded in Microsoft Dynamics 365. 

This ensures that all the communication activities on KrispCall are accurately documented and readily accessible within the CRM system, making it easy to retrieve required information quickly and efficiently. 

Additionally, by automating the chat and call logging, employees no longer need to manually input call information, saving valuable time by streamlining the data capture process. This also helps to eliminate data entry errors and improve response times, improving the overall workflow efficiency and the QoS delivered to the clients. 

To automate your chat and call logging with KrispCall + MS Dynamics 365, you first have to set up the integration process, and then go to the General Settings inside the Microsoft Dynamics 365 integration and enable the Calls and text logging toggle. 

2. Use Click-to-Call functionality to Skip Manual Dialing

KrispCall integration with MS Dynamics 365 gives businesses the power of click-to-call functionality, making the calling process much smoother, productive, and streamlined. Using this feature, businesses can easily initiate calls directly from the Microsoft Dynamics 365 dashboard with just a single click. This eliminates the hassle of manual dialing and switching between apps, significantly saving valuable time, reducing call initiation times, and minimizing errors.

To use the KrispCall + MS Dynamic’s Click-to-Call feature, you just have to configure the Click-to-Call toggle under the General Setting of Microsoft Dynamics 365 integration. Once configured, phone numbers will appear as clickable links within your Dynamics 365 records (e.g., contacts, leads, opportunities). Simply clicking the number initiates a call through KrispCall, eliminating the need to manually dial. 

Additionally, utilizing the click-to-call feature in MS Dynamics 365 workflow integration helps not only streamline workflow to enhance user experience but also boosts productivity by enabling employees to focus their efforts on engaging with customers and prospects rather than managing dialing tasks. 

🔔 Don’t Miss: How to Integrate Your Microsoft Dynamics 365 Account with KrispCall

3. Implement Bi-Directional Contact Sync for Business Growth

Another great feature to increase your productivity and efficiency for your business growth is implementing the bi-directional contact syncing feature of KrispCall + MS Dynamics 365 integration. 

To use it, open KrispCall > go to the General Settings inside Microsoft Dynamics 365 > enable the Contacts 2-Way Sync option. Once configured, changes made to contacts in either system (Dynamics 365 or KrispCall) will automatically be reflected in the other.

Bi-directional contact syncing ensures contact details are consistent across both platforms, KrispCall and MS Dynamics 365. This means no manual record entry is required, your data is consistent, and you save time and effort. Consistent and up-to-date contact information across the two platforms allows organizations to streamline their communications and stops discrepancies or duplicates in customer records.

With this Bi-Directional synchronization, Businesses will flourish faster than ever before. Instantly, they can communicate better, keep customer records clean, exchange data also without any manual labor, and, most importantly, give their employees the freshest information about customers possible. This means more productivity, more meeting expectations, and more trust to grow and build on. All of this adds up to more success and more revenue.

4. Accelerate Call Management with Instant Caller Identification

With KrispCall + MS Dynamics 365, businesses can utilize the Instant Caller Identification feature to boost their call management. When a call comes in, businesses can quickly access all information about the caller, such as contact details, as soon as a call is received. Once the two-way contact syncing is enabled, instant caller identification is automatically activated, and you can enjoy it without any problem. 

MS Dynamics 365 + KrispCall’s instant caller identification simplifies call routing and escalation within the organization. By automatically identifying callers and their associated records in Dynamics 365, the integration ensures that incoming calls are directed to the appropriate department or agent without delay.

This optimization of call management reduces wait times for customers and minimizes the need for manual intervention by employees, thereby improving overall operational efficiency and resource utilization. 

5. Utilize Customer Insights to Make Data-Driven Decisions

With KrispCall integration to Microsoft Dynamics 365, you’ll be able to unlock capabilities, including call logging, chat logging, contact details, and a caller identification match. Also, you receive real-time data summary, insights, and call data using KrispCall for making and receiving calls from Teams Dailer in Dynamics 365.

Making such decisions helps businesses solve problems before they become major issues and prepare for the future. By analyzing call data, businesses can predict where the market is heading, discover new areas of growth, and avoid risks. Being proactive allows companies to stay ahead in a changing market and come up with new ideas for success.

Ultimately, with KrispCall + Microsoft Dynamics 365, businesses can analyze customer insights efficiently, and by using these insights, businesses can create new solutions, improve their results, and succeed in the long run in a tough market, becoming the best and most reliable in their fields.

💡This might help: Best MS Dynamics Integrations in The Market

Ready to Boost MS Dynamics 365 Productivity? Integrate KrispCall MS Dynamics 365 Today 

Increase Productivity with Krispcall and MS Dynamics 365 Workflows

To sum things up, integrating KrispCall and MS Dynamics 365 is the best decision for businesses wanting to automate daily tasks related to their business communication while boosting their overall workflow efficiency and productivity. 

With features like Auto chat/call logging, click-to-call, two-way contact syncing, and data insights, businesses can easily handle their CRM and business telephony without the need for any cross-tab switching and manual data entry. 

Additionally, along with MS Dynamics 365 integration, KrispCall also offers other CRM integrations such as Pipedrive, HubSpot, Zapier, and Pabbly Connect at no extra charges to maximize business growth. 

So, don’t hesitate any further. Take advantage of the perks firsthand and boost productivity within your business. Give KrispCall a try today and see the results for yourself.

Author Image

Dinesh Silwal

Dinesh Silwal is the Co-Founder and Co-CEO of KrispCall. For the past few years, he has been advancing and innovating in the cloud telephony industry, using AI to enhance and improve telephony solutions, and driving KrispCall to the forefront of the field.

Related Resources

Boost Agency Collaboration And Client Communication With MS Teams And KrispCall Integration Marketing And Advertising Agencies Often Face Challenges In Smoothing Collaboration And Maintaining Clear Communication With Clients. Moreover, Coordinating With Teams, Managing Feedback, And Staying On Top Of Client Calls Can Become Overwhelming. These Issues Will Then Slow Down Productivity And Create Confusion. However, With The Integration Of Microsoft Teams And KrispCall, Agencies Can Overcome These Obstacles. MS Teams Enhances Team Collaboration, While KrispCall Simplifies Client Telephony Conversations. Together, They Provide A Solution That Boosts Efficiency And Keeps Everyone Connected Without Requiring A Complex Medium. Read The Blog To Learn Ways To Boost Agency Collaboration And Client Communication With MS Teams And KrispCall Integration. 🔐 KEY HIGHLIGHTS The Integration Of MS Teams And KrispCall Creates A Single Platform For Messaging, Voice Calls, And Video Conferencing, Which Improves Interactions And Collaboration Among Team Members And Clients. Teams Promote Faster Decision-making And A Better Client Support System Through Quick Messaging And Real-time File-sharing Options. Centralizing Client Communications Ensures That Inquiries And Updates Are Easily Accessible, Resulting In Quicker Response Times And A Smoother Client Experience. Clear Communication And Regular Updates Make Clients Feel Valued And Increase Client Satisfaction With The Agency's Services. How Can MS Teams And KrispCall Integration Boost Agency Collaboration And Client Communication? KrispCall And MS Teams Integration Boosts Agency Collaboration And Client Communication By Offering A Powerful Solution That Enhances Teamwork And Refines Client Interactions While Paving The Way For Increased Efficiency And Better Project Outcomes. 1. United Communication Platform The Integration Of MS Teams And KrispCall Creates A Single Platform That Combines Messaging, Voice Calls, And Video Conferencing. This Makes It Easier For Team Members And Clients To Communicate Effectively. A Unified Communication Platform Helps Keep Interactions Organized Since Everything Happens In A Single Interface. This Saves Time And Reduces Confusion, Which Allows Teams To Focus On Their Work And Meet Client Needs. Thus, With MS Teams And KrispCall, Agencies Can Improve Collaboration And Build Stronger Relationships With Their Clients. 2. Enhanced Real-Time Collaboration MS Teams And KrispCall Improve Real-time Collaboration By Allowing Team Members To Message And Share Files Instantly. This Makes It Easy To Brainstorm Ideas And Give Quick Feedback. It Also Helps Teams To Make Faster Decisions And Respond To Client Queries In A Better Way. Moreover, With These Tools, Team Members Can Work Together Smoothly, No Matter Where They Are, And Can Easily Communicate Without Facing Any Problems. This Teamwork Encourages Creativity And Boosts The Overall Productivity Of Your Business. Hence, You Can Boost Agency Collaboration With MS Teams And KrispCall Integration. 3. Efficient Client Interactions Centralizing Client Interactions Through MS Teams And KrispCall Makes It Easy To Access Inquiries, Updates, And Feedback In One Place. This Helps Teams Answer Faster And Improves The Overall Client Experience, As They Can Quickly Find The Information They Are Searching For. Clients Can Also Communicate Through Their Preferred Channels, Such As Messaging, Voice Calls, Or Video Meetings. This Flexible Telephone Conversation Method Assures That Their Messages Reach The Right Team Members Without Delays. Therefore, You Can Boost Client Communication With MS Teams And KrispCall Integration. 4. Detailed Call Tracking Integrating MS Teams And KrispCall Lets Agencies Automatically Log All Calls And Telephony Conversations. This Feature Creates A Detailed History Of Interactions And Makes It Super Easy For Teams To Keep Track Of Their Conversations With Clients. By Keeping This Record, Agencies Can Ensure Accountability And Have A Good Image Among The Clients. Through The Call Logs, Teams Can Also Review Past Discussions And Understand The Context Of Their Interactions. This Will Keep Them Informed And Encourage Productive Conversations In The Near Future. Overall, Detailed Call Tracking Improves Communication And The Quality Of Service Agencies Provide To Their Clients. 5. Improved Project Management The Dedicated Channels For Specific Projects In MS Teams Help Team Members Collaborate And Share Files In An Organized Way. As Every Project Has Its Own Space, Everyone Can Stay Focused And Find The Resources They Need, Which Improves Project Efficiency. If There Is Any Information About Progress Or Updates, Every Team Member Will Be Notified Without Missing A Single Employee. This Will Reduce Miscommunication And Keep The Team On The Same Page. Likewise, Teams Can Work Together More Smoothly And Complete Projects More Efficiently. Not Only Will You Have Better Results, But Your Clients Will Be Happy With Your Service. 6. Regular Client Updates Regular Client Updates Are Important For Keeping Clients Informed About Project Progress And Helping Them Solve Their Issues. Routine Check-ins Aware Your Agency Of Client Engagements And Introduce High-performing Projects. This Integration Builds Transparency And Trust By Sharing Project Developments And Being Available For Client Questions. Your Clients Will Be Informed Of Every Event And Will Be Attracted To Your Product Or Service. Therefore, Regular Updates Improve Client Satisfaction And Contribute To Project Success By Ensuring Everyone Is Aligned And Aware Of What’s Going On. 7. Enhanced Accessibility Enhanced Accessibility Gives Team Members Access To Essential Tools And Files Anytime And Anywhere. The Integration Of MS Teams And KrispCall Makes Remote Work Easier As Every Employee Can Connect To Important Resources Without Any Interruption. This Helps Team Members Collaborate Effectively And Create Better Business Strategies. A Culture Of Collaboration Will Emerge That Will Keep Up With Productivity And Encourage Your Team Members To Interact More Effectively. This Will Also Create A More Dynamic Work Where Your Employees Can Easily Communicate, Share Information, And Collaborate On Projects. 8. Increased Client Satisfaction Increased Client Satisfaction Builds Strong And Lasting Relationships. By Offering Clear Communication And Timely Updates, You Can Build Trust And Show Clients That Their Needs Matter. This Approach Will Help You To Understand Their Dissatisfaction Which You Can Use To Improve Client Support Service. When Your Client Has Access To The Shared Important Information And Product Updates, They Will Be Deeply Attached To Your Service And Be Your Forever Loyal Customers. In Case, Someone Gives You A Bad Review, They Will Be The First One To Fight Back. Conclusion: Integrate KrispCall With MS Teams For Better Agency Collaboration Integrating KrispCall With MS Teams Changes How Agencies Work Together And Communicate With Clients. By Using The Best Features Of Both Platforms, Your Agency Can Build An Effective Communication Strategy That Meets The Challenges Of The Digital Market. Moreover, You Can Maximize Your Agency's Collaboration And Client Communication By Integrating KrispCall With MS Teams
VoIP Integrations
  • ·
  • 6 minute read
Boost Agency Collaboration and Client Communication with MS Teams and KrispCall Integration
Copper And KrispCall Integration For Startups: Boost Your Growth With Streamlined CRM And Call Management
VoIP Integrations
  • ·
  • 8 minute read
Copper and KrispCall Integration for Startups: Boost Your Growth with Streamlined CRM and Call Management
How Copper And KrispCall Integration Supercharge Sales Teams’ Efficiency?
VoIP Integrations
  • ·
  • 7 minute read
How Copper and KrispCall Integration Supercharge Sales Teams’ Efficiency?
See all Blogs