{"id":22960,"date":"2024-09-01T12:56:58","date_gmt":"2024-09-01T12:56:58","guid":{"rendered":"http:\/\/www.intellicti.com\/help\/?p=22960"},"modified":"2025-05-28T09:41:08","modified_gmt":"2025-05-28T09:41:08","slug":"intelli-cti-microsoft-dyn-365-feature-list","status":"publish","type":"post","link":"https:\/\/www.intellicti.com\/help\/intelli-cti-microsoft-dyn-365-feature-list\/","title":{"rendered":"intelli-CTi&#x2122; for Microsoft Dynamics 365 \/ Dynamics CRM Feature Summary"},"content":{"rendered":"<h2>intelli-CTi&#x2122; features include:<\/h2>\n<ul>\n<li style=\"margin-bottom: 10px;\">Incoming caller recognition (screen-pop) displaying customer information (Account and Contact) from Microsoft Dynamics 365 \/ Dynamics CRM<\/li>\n<li style=\"margin-bottom: 10px;\">Outbound dialing support from any CRM-related entity.<\/li>\n<li style=\"margin-bottom: 10px;\">One-click dialing of Microsoft Dynamics 365 \/Dynamics CRM Accounts, Contacts and Leads.<\/li>\n<li style=\"margin-bottom: 10px;\">Configurable Dynamics CRM Call Assistant, to streamline the use of CRM data<\/li>\n<li style=\"margin-bottom: 10px;\">Post call wrap-up feature simplifies follow up activities in CRM such as note taking, Activity management, Case management, and\/or Opportunity management.<\/li>\n<li style=\"margin-bottom: 10px;\">Seamlessly managing complex CRM entity relationships to ensure quality data captured across multiple related CRM entities.<\/li>\n<li style=\"margin-bottom: 10px;\">Automatic logging of telephone call statistics together with associated customer data to enable valuable analysis and business intelligence.<\/li>\n<li style=\"margin-bottom: 10px;\">Call history is automatically reflected in Microsoft Dynamics 365 \/ Dynamics CRM.<\/li>\n<li style=\"margin-bottom: 10px;\">Create Cases and Opportunities with a few clicks.<\/li>\n<li style=\"margin-bottom: 10px;\">Associate Activities, Cases and Opportunities with a few clicks<\/li>\n<li style=\"margin-bottom: 10px;\">Seamless connectivity to your CTI-enabled telephone systems through intelli-CTi&#8217;s support for standard telephony interfaces (TAPI, TSAPI, CSTA, MiTAI, OAI), including Voice Over IP (VOIP).<\/li>\n<li style=\"margin-bottom: 10px;\">Telephone system independent with a wide range of telephone systems supported, see our\u00a0<a href=\"http:\/\/www.intellicti.com\/help\/compatibility\/\">intelli-CTi Telephone System Compatibility <\/a>list<a href=\"http:\/\/www.intellicti.com\/help\/compatibility\/\">\u00a0<\/a>for full details.<\/li>\n<li style=\"margin-bottom: 10px;\">Seamless\u00a0integration into Microsoft Dynamics\u00a0365 \/ Dynamics CRM<\/li>\n<li style=\"margin-bottom: 10px;\">Desktop integration with dynamic active sidebar display.<\/li>\n<li style=\"margin-bottom: 10px;\">On-screen call display (soft-phone) for call handling capability.<\/li>\n<li style=\"margin-bottom: 10px;\">Multiple call support.<\/li>\n<li style=\"margin-bottom: 10px;\">New In-call \u201cCall Assistant\u201d.<\/li>\n<li style=\"margin-bottom: 10px;\">In-call note capture capability minimizes information loss<\/li>\n<li style=\"margin-bottom: 10px;\">Rapid implementation.<\/li>\n<li style=\"margin-bottom: 10px;\">Flexible and extendable framework solution &#8211; intelli-CTi has been future-proofed with it&#8217;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.<\/li>\n<li style=\"margin-bottom: 10px;\">Citrix\/Terminal Server support.<\/li>\n<li style=\"margin-bottom: 10px;\">Valuable statistics \/ reports available.<\/li>\n<li style=\"margin-bottom: 10px;\">Multi-site CRM deployment with multi-telephone system support.<\/li>\n<li style=\"margin-bottom: 10px;\">Microsoft Dynamics CRM 2015 compatibility.<\/li>\n<li style=\"margin-bottom: 10px;\">Microsoft Windows 10 compatibility.<\/li>\n<li style=\"margin-bottom: 10px;\">Supports for Google Chrome.<\/li>\n<li style=\"margin-bottom: 10px;\">Supports Microsoft Unified Service Desk (USD).<\/li>\n<li style=\"margin-bottom: 10px;\">Certified for Microsoft Dynamics CRM 2013.<\/li>\n<li style=\"margin-bottom: 10px;\">Supports Microsoft Dynamics 365.<\/li>\n<li style=\"margin-bottom: 10px;\">Supports Skype for Business.<\/li>\n<\/ul>\n<p>Further details can be found in the <a href=\"https:\/\/intellicti.s3.amazonaws.com\/assets\/microsoft\/marketing\/intelli-CTi_for_Microsoft_Product_Overview_UK.pdf\">Product Overview.<\/a><\/p>\n<table style=\"border-bottom: none;\" summary=\"Article Summary\">\n<tbody>\n<tr class=\"qgkb-articleheader-table-summary\">\n<td style=\"width: 25%; border-top-color: currentColor; border-top-width: 3px; border-top-style: solid;\" valign=\"top\"><strong>\u00a0Related Resources:<\/strong><\/td>\n<td style=\"width: 75%; border-top-color: currentColor; border-top-width: 1px; border-top-style: solid;\" valign=\"top\">\n<ul>\n<li><a href=\"http:\/\/www.intellicti.com\/help\/feature-intelli-cti-inbound-caller-recognition\/\">Feature: \u00a0Inbound Caller Recognition<\/a><\/li>\n<li><a href=\"http:\/\/www.intellicti.com\/help\/feature-intelli-cti-call-contact-management-microsoft-dynamics-365-dynamics-crm\/\">Feature: \u00a0In-Call Contact Management<\/a><\/li>\n<li><a href=\"http:\/\/www.intellicti.com\/help\/feature-intelli-cti-microsoft-dynamics-crm-call-assistant-microsoft-dynamics-365-dynamics-crm\/\">Feature: \u00a0Microsoft Dynamics CRM Call Assistant<\/a><\/li>\n<li><a href=\"http:\/\/www.intellicti.com\/help\/feature-intelli-cti-post-call-wrap-microsoft-dynamics-365-dynamics-crm\/\">Feature: \u00a0Post-Call Wrap-Up<\/a><\/li>\n<li><a href=\"http:\/\/www.intellicti.com\/help\/feature-intelli-cti-microsoft-dynamics-crm-call-assistant-microsoft-dynamics-365-dynamics-crm\/\">Feature: \u00a0Telephone Call Activity Management<\/a><\/li>\n<li><a href=\"http:\/\/www.intellicti.com\/help\/feature-intelli-cti-call-history-tracking-microsoft-dynamics-365-dynamics-crm\/\">Feature: \u00a0Call History Tracking<\/a><\/li>\n<li><a href=\"http:\/\/www.intellicti.com\/help\/feature-intelli-cti-dashboards-microsoft-dynamics-365-dynamics-crm\/\">\u00a0Feature: \u00a0Dashboards<\/a><\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr class=\"qgkb-articleheader-table-summary\">\n<td style=\"vertical-align: top; border-top: 1px solid #e6e6e6;\"><strong><span style=\"color: #444444;\"><span style=\"line-height: 14px; font-size: 14px;\">Further Information:<\/span><\/span><\/strong><\/td>\n<td style=\"vertical-align: top; border-top: 1px solid #e6e6e6;\">\n<ul>\n<li><a href=\"\/help\/\">intelli-CTi Help Center<\/a><\/li>\n<li><a href=\"\/help\/faqs\/\">intelli-CTi\u00a0FAQs<\/a><\/li>\n<li><a href=\"\/help\/troubleshooting\/\">intelli-CTi\u00a0\u00a0Troubleshooting<\/a><\/li>\n<li><a href=\"\/help\/how-to-guides\/\">intelli-CTi\u00a0How-To Guides<\/a><\/li>\n<li><a href=\"\/help\/paribus-discovery\/technical-articles\/\">intelli-CTi\u00a0Technical Articles<\/a><\/li>\n<li><a href=\"\/help\/paribus-discovery\/documents\/\">intelli-CTi\u00a0Document Library<\/a><\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><!-------------------------------------- Article Footer End ---------------------------------------><\/p>\n<div class=\"sharedaddy sd-sharing-enabled\"><div class=\"robots-nocontent sd-block sd-social sd-social-icon-text sd-sharing\"><h3 class=\"sd-title\">Share this:<\/h3><div class=\"sd-content\"><ul><li class=\"share-twitter\"><a rel=\"nofollow noopener noreferrer\" data-shared=\"sharing-twitter-22960\" class=\"share-twitter sd-button share-icon\" href=\"https:\/\/www.intellicti.com\/help\/intelli-cti-microsoft-dyn-365-feature-list\/?share=twitter\" target=\"_blank\" title=\"Click to share on Twitter\"><span>Twitter<\/span><\/a><\/li><li class=\"share-linkedin\"><a rel=\"nofollow noopener noreferrer\" data-shared=\"sharing-linkedin-22960\" class=\"share-linkedin sd-button share-icon\" href=\"https:\/\/www.intellicti.com\/help\/intelli-cti-microsoft-dyn-365-feature-list\/?share=linkedin\" target=\"_blank\" title=\"Click to share on LinkedIn\"><span>LinkedIn<\/span><\/a><\/li><li class=\"share-print\"><a rel=\"nofollow noopener noreferrer\" data-shared=\"\" class=\"share-print sd-button share-icon\" href=\"https:\/\/www.intellicti.com\/help\/intelli-cti-microsoft-dyn-365-feature-list\/\" target=\"_blank\" title=\"Click to print\"><span>Print<\/span><\/a><\/li><li class=\"share-end\"><\/li><\/ul><\/div><\/div><\/div>","protected":false},"excerpt":{"rendered":"<p>intelli-CTi&#x2122; 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 &hellip; <a href=\"https:\/\/www.intellicti.com\/help\/intelli-cti-microsoft-dyn-365-feature-list\/\" class=\"more-link\">Continue reading <span class=\"screen-reader-text\">intelli-CTi&#x2122; for Microsoft Dynamics 365 \/ Dynamics CRM Feature Summary<\/span> <span class=\"meta-nav\">&rarr;<\/span><\/a><\/p>\n<div class=\"sharedaddy sd-sharing-enabled\"><div class=\"robots-nocontent sd-block sd-social sd-social-icon-text sd-sharing\"><h3 class=\"sd-title\">Share this:<\/h3><div class=\"sd-content\"><ul><li class=\"share-twitter\"><a rel=\"nofollow noopener noreferrer\" data-shared=\"sharing-twitter-22960\" class=\"share-twitter sd-button share-icon\" href=\"https:\/\/www.intellicti.com\/help\/intelli-cti-microsoft-dyn-365-feature-list\/?share=twitter\" target=\"_blank\" title=\"Click to share on Twitter\"><span>Twitter<\/span><\/a><\/li><li class=\"share-linkedin\"><a rel=\"nofollow noopener noreferrer\" data-shared=\"sharing-linkedin-22960\" class=\"share-linkedin sd-button share-icon\" href=\"https:\/\/www.intellicti.com\/help\/intelli-cti-microsoft-dyn-365-feature-list\/?share=linkedin\" target=\"_blank\" title=\"Click to share on LinkedIn\"><span>LinkedIn<\/span><\/a><\/li><li class=\"share-print\"><a rel=\"nofollow noopener noreferrer\" data-shared=\"\" class=\"share-print sd-button share-icon\" href=\"https:\/\/www.intellicti.com\/help\/intelli-cti-microsoft-dyn-365-feature-list\/\" target=\"_blank\" title=\"Click to print\"><span>Print<\/span><\/a><\/li><li class=\"share-end\"><\/li><\/ul><\/div><\/div><\/div>","protected":false},"author":21,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"spay_email":"","jetpack_publicize_message":"","jetpack_is_tweetstorm":false},"categories":[3,164,14,193],"tags":[],"jetpack_featured_media_url":"","jetpack_publicize_connections":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v15.1.2 - 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