Webinars

IMPORTANT INFORMATION

This Webinar section is deprecated since June 2022. The articles below are no longer maintained and might contain outdated information. 
You can find the most acutal and relevenat information in our Knowledge Base at support.mscrm-addons.com

rss

Learn how our Add-ons improve your Microsoft Dynamics 365 installation!

Simplify your Dynamics 365 processes and get free Access to our valuable experience and our sound Know-How! Simply register for the webinar you want to attend below. A reminder and the meeting invitation will be sent prior to the webinar!

Introduction of the new TelephoneIntegration UI Bookmark

On September 21, 2020 in TelephoneIntegration by Codospan Bianca

In the webinar on October 1, 2020 we introduced you to the rollout of a new user interface for TelephoneIntegration. Driven by our commitment to continuous product improvement, the new UI incorporates enhancements that make the TelephoneIntegration user experience more intuitive, insightful and efficient. 

It is recommended to first test the compatibility of your phone system with our Phone Test Tool. Find a step-by-step description here. 

 

Download Slides! Watch Recording!

Related Articles

  • How to optimize your service level activity with TelephoneIntegration for Microsoft Dynamics CRM? - 4th August 2016


    Managing calls & CRM at the same time can be a challenge - that is why we invented TelephoneIntegration. Features like "Caller Recognition" and "Click2Dial" or “USD” will boost your daily phone tasks and ensure everything is properly tracked in CRM.

    Download Slides! Watch Recording!

  • Introduction to the DocumentsCorePack Template Designer

    In the webinar on August 22, 2019 we focused on the must knows around our Microsoft Word Template Designer including the following topics:

    • Design a template in Microsoft Word
    • Map field from Dynamics 365 including related data 
    • Define a dynamic document name
    • Test your template
    • Deploy your template

    ​​

    Download Slides! Watch Recording!

  • "TelephoneIntegration for MS CRM - Design & Feature overview" - 13th November 2013


    Take a look into the call features provided for incoming and outgoing calls, the campaign-activity integration, Lync-chat and line history of our CTI-solution.

    Meeting Outline! Download Slides! Watch Recording!

  • "Connect your phone System with Microsoft Dynamics CRM" - 12th November 2015


    See the values and benefits of having your Microsoft Dynamics CRM connected to your phone system using our TelephoneIntegration tool.

    Download Slides! Watch Recording!

  • "Automated document Generation in CRM processes" -21st October 2013


    Introduction into the powerful features provided by AutoMerge showing real-life examples on improving your business processes.

    Meeting Outline! Download Slides! Watch Recording!

  • Connect your phone system to Dynamics 365

    In the webinar on July 11, 2019 we focused on the TelephoneIntegration features that will boost your daily phone tasks:

    • Caller Recognition and Screen Pops​
    • Click2Dial and call from related
    • Power dialing​
    • The new Compatibility Test Tool ​
      ​
    Download Slides! Watch Recording!


Comments are closed.
2541 Views
Tagged With:

Search

Categories