intelli-CTi for Microsoft Dynamics 365 / Dynamics CRM Feature Summary

intelli-CTi features include:

• Incoming caller recognition (screen-pop) displaying customer information (Account and Contact) from Microsoft Dynamics 365 / Dynamics CRM
• Outbound dialing support from any CRM related entity.
• One-click dialing of Microsoft Dynamics 365 /Dynamics CRM Accounts, Contacts and Leads.
• Configurable Dynamics CRM Call Assistant, to streamline the use of CRM data
• Post call wrap-up feature simplifies follow up activities in CRM such as note taking, Activity management, Case management, and/or Opportunity management.
• Seamlessly managing complex CRM entity relationships to ensure quality data captured across multiple related CRM entities.
• Automatic logging of telephone call statistics together with associated customer data to enable valuable analysis and business intelligence.
• Call history is automatically reflected in Microsoft Dynamics 365 / Dynamics CRM.
• Create Cases and Opportunities with a few clicks.
• Associate Activities, Cases and Opportunities with a few clicks
• Seamless connectivity to your CTI-enabled telephone systems through intelli-CTi’s support for standard telephony interfaces (TAPI, TSAPI, CSTA, MiTAI, OAI), including Voice Over IP (VOIP).
• Telephone system independent with a wide range of telephone systems supported, see our intelli-CTi Telephone System Compatibility list for full details.
• Seamless integration into Microsoft Dynamics 365 / Dynamics CRM
• Desktop integration with dynamic active sidebar display.
• On-screen call display (soft-phone) for call handling capability.
• Multiple call support.
• New In-call “Call Assistant”.
• In-call note capture capability minimizes information loss
• Rapid implementation.
• Flexible and extendable framework solution – intelli-CTi has been future-proofed with it’s open and flexible design. For example, if the environment changes, i.e. the phone system is upgraded, the solution will not need re-engineering.
• Citrix/Terminal Server support.
• Valuable statistics / reports available.
• Multi-site CRM deployment with multi-telephone system support.
• Microsoft Dynamics CRM 2015 compatibility.
• Microsoft Windows 10 compatibility.
• Supports for Google Chrome.
• Supports Microsoft Unified Service Desk (USD).
• Certified for Microsoft Dynamics CRM 2013.
• Supports Microsoft Dynamics 365.
• Supports Skype for Business.

Further details can be found in the Product Overview.