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ConnX Makes Microsoft Teams and Dynamics Experiences So Much Better

Dynamics 365 and Microsoft Teams integration allows you to speed up the flow of work, enabling anyone in an organization to view and collaborate on Dynamics 365 records, from within the flow of work with Teams—at no additional cost.

Our joint solution enables our customers to utilize the best of breed technology with voice added to Dynamics CRM with the following benefits from its global integrated communications platform.

Using Teams integration, you can invite anyone in the organization to view and collaborate on customer records right within a Teams chat or channel. You can also make and receive calls from within Dynamics 365 and get the work done more effectively. As a seller, you can share details on the sales opportunity, customer history, and more. As a customer service representative, you can share the customer case record, troubleshooting steps, and track the follow-up tasks.

Make Smarter Decisions

How do sellers know which opportunities to pursue and how to personalize conversations?

Leverage data-driven insights and AI to guide sellers with next-best actions and suggested talking points for personalized engagement.

Free Up Time for Selling

How much time do your sellers spend on administrative tasks?

Reduce busywork by automating manual tasks and enable sellers to complete actions right from Outlook to be more productive.

Get Up and Running Fast

How many tools does your sales team use to get work done?

Empower your sellers and help your IT staff focus on other priorities with a connected sales platform that is easy to set up, configure, and maintain.

Key Features

+ Dual Datacenter / Carrier Redundancy / Failover
+ DID Porting / Bring Your Own Carrier
+ 24 x 7 Global NOC support model
+ Enhanced End-to-End monitoring and management
+ Seamless Service Migration
+ Dynamic E-911
+ Embedded Fraud Detection and Robocall Protection
+ Contact Center feature parity when voice is added natively to the CRM

Better Experiences for Employees, Partners and Customers

Microsoft Teams & Dynamics 365 CRM: Better Together. ConnX Brings the Premium!

Amp Up Your Borderless Workforce Productivity

In today’s business scenario, business groups often collaborate across departments while working on a marketing campaign, pursuing a sales opportunity, or solving a customer issue. Disconnected Systems Are Destroying the Customer Experience.

When asked, most executives would indicate that one of their strategic priorities is to deliver an excellent customer experience (CX). In Microsoft’s research, it was discovered that organizations support an average of eight customer engagement channels, not just traditional calls and email but also chat, social, messaging and others.

Additionally, these same organizations expect to see volumes increase across all channels. This presents a difficult challenge for contact center leaders, as the systems used to manage these channels are often disparate and uncoordinated. The associated complications with routing contacts, integrating customer data, and creating effective reporting is leading to undesirable customer experiences.

In an era when connectedness and ease of service are critical to a successful customer experience, disconnected systems are preventing the contact center from delivering on expectations.

To move ahead and excel at the customer experience, organizations must find a way to use systems that are enablers of success. This is where the complex and truly challenging part of the customer experience happens. The contact center must excel at the human-to-human interactions, while mastering the use of automation and intelligence as appropriate.

Let’s get started! Contact us to set up a customized demo for your organization.