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Dynamics 365 CRM (also known as Dynamics 365 Customer Engagement)

Integration Type

Plus Client Add-In

Add-in Classification

Standard

Product / License Type

Unite

FOR BOTH STANDARD AND CONTROLLED, ALWAYS CHECK THE ADVISORY SECTION FOR ADDITIONAL CHARGES OR EXCEPTIONAL CONDITIONS THAT MAY APPLY.

Application Information

Manufacturer:

Microsoft

Application:

Dynamics 365 CRM (also known as Dynamics 365 Customer Engagement)

Market:

General CRM

Supported Features (related to latest supported release)

Address Book Search:

Click to dial via Go Integrator for Netsapiens:

Click to dial via business application:

Caller details preview:

Manual screen pop:

Auto screen pop:

Pop contact in edit mode:

Automatic call activity logging:

Manual call activity logging:

Additional features:

Integration with Notes:

Add contact:

Live Mode:

Cached Mode:

Notes / Advisories

Dynamics Unified Interface supported from 2020

Other Information

Operating System:

Windows

Installation Options:

Optional.

Product:

Go Integrator Nava

References

  1. Watch Integration Video
  2. Microsoft (Manufacturer Website)