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MS Dynamics CRM integration

DYNAMICS CRM INTEGRATION

FOR YOUR TELEPHONY SYSTEM

We deliver seamless Microsoft Dynamics CRM telephony integration – bridging phone interactions and CRM intelligence like never before. Whether it’s inbound or outbound, every call becomes a strategic touchpoint supported by real-time data and automation.

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Enconvo Contact CRM Integration Screen Pop
CLOUD PHONE SYSTEM AWARDS AND ACCREDITATIONS:
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CALLER RECOGNITION THAT DELIVERS INSTANT CRM INSIGHT

When the phone rings, Enconvo’s system immediately recognises the caller using their phone number and displays a clean, non-intrusive notification. This alert dynamically pulls key details from Microsoft Dynamics CRM – completely customisable to suit your team’s needs.

Display customer names, case references, order history, or other role-specific data right within the call notification. Agents gain fast access to critical information before picking up the call. One click opens the caller’s record directly in MS Dynamics CRM for real-time action.

Multiple custom action buttons can also be configured to boost workflow efficiency – whether it’s launching a ticket, opening a related screen, sending a templated email, or jumping into a different CRM altogether.

  • DID YOU KNOW?

When a team member transfers a call to a colleague or another team, the screen pop will also appear for that recipient. Meaning all areas of the customer journey are covered with relevant information at your teams fingertips.

CLICK-TO-CALL FOR INSTANT OUTBOUND COMMUNICATION

Outbound calls are just as streamlined. With click-to-call functionality embedded in Dynamics, users can dial straight from contact records, activity views, or lead lists. A simple mouse click or hotkey launches the call, eliminating manual number entry and speeding up outbound interactions.

WHY MULTI-CRM INTEGRATION MATTERS

A FLEXIBLE, FUTURE-READY APPROACH

Most screen popping solutions restrict you to a single CRM or charge extra for each additional integration. With Enconvo’s solution you can… 

  • Connect to multiple CRMs simultaneously, allowing teams to continue working in the systems they know best. 
  • Support different platforms across departments without any workflow disruption. 
  • Enable a single agent to access multiple platforms at once, ensuring a complete view in every conversation. 
  • Avoid costly, time-consuming migrations by allowing each department to continue using the CRM that best suits its needs. 

Imagine Customer Support on Zendesk, Sales on HubSpot, and Finance on NetSuite:  all connected and fully screen popping ready. 

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MS Dynamics CRM integration
Enconvo Contact CRM Integration Screen Pop
Example of Screen Pop containing outstanding ticket information relating to data in CRM
Click-to-dial direct from your CRM’s campaign list
Click-to-dial direct from your CRM’s contact profile

    KEY BENEFITS

    • Click-to-Call: Dial from within MS Dynamics CRM using a click or keyboard shortcut.
    • Caller Identification: Instantly match phone numbers with CRM records.
    • Pop-up Notifications: Non-disruptive and fully configurable display of caller info.
    • Dynamic Field Display: Show up to four lines of contextual data—or more depending on field length.
    • Multi-CRM Support: Recognises numbers across multiple integrated CRM systems.
    • Duplicate Handling: Displays all matching entries if a number is linked to more than one contact.
    • Quick Record Access: Open the caller’s CRM profile in real time with a single click.
    • Smart Action Buttons: Configure up to five buttons for CRM tasks, messages, or external workflows.
    • Automatic Data Sync: New records in Dynamics are recognised and updated daily.
    • Transfer-Resilient Recognition: Caller data stays available after a call is transferred.
    • Microsoft Teams Integration: Fully supported for Teams-connected CRM workflows.
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    TECHNICAL

    The Microsoft Dynamics CRM integration is built into Enconvo’s CTI Wizard, making installation simple and fast. Most system parameters are preconfigured, so administrators only need to enter a few organisation-specific details. A comprehensive setup guide ensures a smooth rollout across your entire business.

    New contacts added in Dynamics are automatically detected and recognised by the CTI, maintaining full accuracy and responsiveness. The integration securely connects to Dynamics via an ODBC data link for stable and efficient data retrieval.

    COMPATIBILITY

    Our CTI solution is a fully cloud-based. Enabling it to be deployed anywhere. Windows, MacOS and Chromebook (web client) are supported. Data is only cached and the highest security requirements are met.

    REQUEST A QUOTE ON A PHONE SYSTEM
    THAT INTEGRATES WITH DYNAMICS

    Your information is 100% secure.

    WHY CUSTOMERS LOVE OUR CLOUD PHONE SYSTEM

    Glass Manufacturer, Oldbury
    ★ ★ ★ ★ ★

    Oh how I wish I had done this sooner! Seamless transition, great communication, from Mike who initially visited and unpicked our telecoms nightmare, through to Lynda, Seth, Scott and Hannah. Everyone was helpful and 100% focused on delivering the promise of a better system and service.

    Manufacturer, Halesowen
    ★ ★ ★ ★ ★

    Having worked with Enconvo for over ten years, we find them both reactive to problems and proactive about saving us money. They are a pleasure to deal with, always answer the phone promptly and don’t have the dreaded call centre approach.

    Manufacturer, Shropshire / Global
    ★ ★ ★ ★ ★

    We wanted a local telecoms provider that was able to ensure a fast response time in the instance that there were any issues that needed resolving quickly and Enconvo were able to provide us with the communication solution we needed to achieve maximum productivity and efficiency throughout the business.

    Real Estate Agents, Midlands
    ★ ★ ★ ★ ★

    We have been a customer of Enconvo for 5 years. Our account managers are fantastic in identifying our needs and ensure that we have the best telephone technology at the best possible rates. Although they are a large company, they have the ‘personal touch’.

    Keith Wiseman
    ★ ★ ★ ★ ★

    Employees simply plugged the phones in and followed the over the phone instructions delivered by our engineers. Not only have the video conferencing and plug and play capabilities already made a difference to the way Baumot UK communicates, but the ability to download any apps from the Google Play Store straight onto the phone has been a huge hit

    Phil Lewin
    ★ ★ ★ ★ ★

    Another benefit that the school is enjoying is the seamless integration between the phones and its CRM system. This allows the staff to have everything in one place, whether it be contact details of a parent, medical details of a student or voicemails and emails that need responding to.

    Steven Way
    ★ ★ ★ ★ ★

    The bespoke Enconvo Contact app works much better than generic, white-labelled apps that we’ve used previously. We really like using the softphones on the laptops

    Peter Phillips
    ★ ★ ★ ★ ★

    Easy with great communication…“the telephone system is extremely important for our business

      YOUR QUESTIONS ANSWERED ON CRM INTEGRATION:

      Does Microsoft Dynamics have CTI integration?

      Yes. Enconvo’s Microsoft Dynamics integration enables you to make and receive calls, access voicemails, and review call recordings directly within the Dynamics interface. It supports both existing phone systems and Enconvo’s voice platform, with automatic syncing of call data, notes, and customer information.

      Does Microsoft Dynamics integrate with VoIP?

      Yes, Microsoft Dynamics can integrate with VoIP solutions—provided the VoIP provider supports Dynamics integration. It’s recommended to verify compatibility and integration options before selecting a VoIP provider.

      Can you make phone calls from Microsoft Dynamics?

      Yes. With Enconvo’s integration, you can use click-to-dial features from within Microsoft Dynamics, whether you’re viewing a contact record or a lead list. Capabilities include click-to-call, call logging, and real-time data syncing.

      What is a CTI for Microsoft Dynamics?

      CTI (Computer Telephony Integration) lets users make and receive calls through a softphone embedded inside Microsoft Dynamics. It streamlines workflows by eliminating the need for separate phone hardware.

      What are the benefits of getting Microsoft Dynamics phone integration?

      An integrated phone system in Microsoft Dynamics centralises customer communication. Users can handle calls without switching tabs, while calls are automatically logged and linked to the appropriate records—saving time and improving data accuracy.

      How much does the integration with Microsoft Dynamics cost?

      The cost of integrating a phone system with Microsoft Dynamics varies based on your needs. A simple deployment with uniform access for users tends to be more affordable. More complex setups, such as personalised call routing or screen pops, may increase costs. Contact Enconvo for a tailored quote.