Core Capabilities
Everything agents need to deliver personalized customer experiences
Automatic Screen Pops
Customer records appear instantly when calls arrive. No searching, no delays – just immediate context.
Unified Customer View
Complete customer history, open cases, and recent interactions displayed within the Connect agent workspace.
Bi-Directional Sync
Call logs, notes, and outcomes automatically sync back to Dynamics. No duplicate data entry.
Click-to-Dial
Outbound calling directly from Dynamics contact records. One click starts the call in Connect.
Why Our Integration?
No Tab Switching
Agents work in one window. Dynamics data surfaces inside Connect – no alt-tabbing or copy-pasting.
Intelligent Matching
Automatically matches incoming calls to the right customer record using phone, email, or custom fields.
Zero Data Entry
Call outcomes and notes sync automatically. Agents focus on customers, not CRM hygiene.
Use Cases
CRM-powered interactions across every team
Case-Linked Interactions
Every call automatically creates or updates a Dynamics case. Agents see full case history and can escalate seamlessly.
Opportunity Context
Sales reps see open opportunities, recent quotes, and account health when prospects call.
Patient Relationship Management
Connect patient calls to their Dynamics records for personalized care coordination and follow-up.