TelephoneIntegration

for Microsoft Dynamics CRM

Managing calls & CRM at the same time can be a challenge - that is why we invented TelephoneIntegration. 

Features like "Caller Recognition" and "Click2Dial" will boost your daily phone tasks and ensure everthing is properly tracked in CRM. Additional features like Power-Dialing or a Chat-Integration complete the overall CTI-solution and help you to get the most out of your CRM System.

Supported platforms: CRM 3.0 up to CRM 2016 - Online, OnPremise and Hosted(IFD)

User Interface & Handling Phone Calls

The Balloon is the main User Interface of our tool Telephone Integration.
It is capable of handling both, incoming and outgoing calls! 

TelephoneIntegration provides screen-pops and caller recognition, thus users will immediately know who is calling. Meanwhile, Click-2-Dial features speed up the dialing process from within CRM.see more



  • Balloon

    Calling feature that enhances simple and intuitive user experience.
  • Integrated CRM Search

    Search the CRM system right within the Balloon without opening CRM itself.
  • Caller Recognition

    Once a call is recognized, our CTI will search the CRM system and display information about the caller.
  • Screen Pops

    CRM records and phone call activities can be configured to automatically pop-up on incoming and outgoing calls.
  • Click-2-Dial

    Next to any phone number field in CRM, the Click-2-Dial option is available from the search, as well as from the CommandBar.
  • Customizabilitysee more

    Number of calls listed, the size and behaviour is configurable for each user to meet individual requirements.
  • Auto-Create Activities:

    Create & save phone call activities automatically to ensure everything is tracked in CRM.
  • Auto-Create CRM Records:

    Create new records on incoming calls; e.g. opportunities, cases, accounts, contacts or leads.

Outstanding Extras

TelephoneIntegration would not be one of our high class products if it would not pamper its users with outstanding extras. 

Simple and intuitive user experience meets power dialing options and advanced anlaysing tools: Enhance your efficiency benefits and profit from TelephoneIntegration! 



  • The "Lync Chat Integration" 

    Simple and intuitive User Interface providing enhanced features, like connecting Lync-messages to CRM records. 
  • Power-Dialer 

    Based on campaign activities, the "Power Dialer" enables semi-automated call queues for CRM 2013 and higher.
  • History - Analyze and Improve Calling Timessee more

    The history allows users to analyze calling times or search and call numbers that are stored in the history.
  • Call from Related Records

    TelephoneIntegration can be set up to automatically look for numbers of related records.

Supported Phone Systems

To support most phone systems we keep adding interfaces for phone providers. We are proud to say that it works fine with most of the phone sytems on the market! And if not - the SDK enables customers and partners to develop a custom wrapper for their environment.



  • TAPIsee more

    Cisco, Avaya, Siemens, Alcatel, Shortel, Asterisk and many more provide TAPI drivers that we utilize to connect them to CRM.
  • Skype for Business / Lync

    Skype for Business and MS Lync 2011 (and higher) are supported.
  • Skype for Desktop

    Full support of the well known Skype for Desktop Application.
  • Interactive Intelligence

    Support of Interactive Intelligence systems for outgoing calls.
  • RingCentral

    NumberVOIP is on the move - our tool fully supports Ringcentral to perform outgoing calls.
  • SDK

    What if my phone sytem is not listed? No problem - if your phone has an API, our SDK allows to connect your phone to our CTI and thus, to CRM.