User Interface & Handling Phone Calls

The Balloon is the main User Interface of our tool TelephoneIntegration.
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 Dynamics 365.see more

• Caller Recognition

  Once a call is recognized, our CTI will search the Dynamics 365 system and display information about the caller.

• Screen Pops

  Dynamics 365 records and phone call activities can be configured to automatically pop-up on incoming and outgoing calls.

• Auto-Create Activities

  Create & save phone call activities automatically to ensure everything is tracked in Dynamics 365.

• Auto-Create Dynamics 365 Records

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

• Click-2-Dial

  Next to any phone number field in Dynamics 365, the Click-2-Dial option is available from the search, as well as from the CommandBar.

• Integrated Search

  Search the Dynamics 365 system right within the Balloon without opening Dynamics 365 itself.

• Balloon

  Calling feature that enhances simple and intuitive user experience.

• Customizabilitysee more

  Number of calls listed, the size and behavior are configurable for each user to meet individual requirements.

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 Dynamics 365.

• SIP Client

  Connect via VoIP thanks to our built-in SIP Client wrapper.

• Ring Central

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

• HTTP API

  Connect via VoIP thanks to our built-in SIP Client wrapper.

• 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 Dynamics 365.