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.

 Related Resources:
Further Information:

See the intelli-CTi Help Center User Guidelines for important considerations of use.