Add-On´s
Produkte

 

UniPRO/CTI telephoning using Microsoft Dynamics CRM

Integration of TAPI-capable telephones in Microsoft Dynamics CRM!

The Unidienst-developed module enables you to connect to the person you want to speak to (contact, company and Head) by clicking on Microsoft Dynamics CRM!
 

How it looks ...

- Incoming call
- Outgoing call

... and how it works ...
 
  ... to call a contact ... to accept a call
1 Choose the person you want to speak to With an incoming call, the CTI template opens up
2 Click on the green phone in the CTI template The caller is displayed by name and telephone number
3 Choose the right number from the numbers displayed (business, mobile, home) You can speak directly with the caller using the symbol "Accept call" in the CTI template
4 Click on the green phone and you will automatically be connected to your dialogue partner With the symbol “Contact” in the CTI template, you also have the option of immediately recording the conversation in the contact template from Microsoft Dynamics CRM
5 Now click on "Activity" to set an activity in Microsoft Dynamics CRM with the contact and to record the contact’s request To reject the call, click on the red telephone.
6 You can end the conversation by clicking on the red telephone Now click on "Activity" to set an activity in Microsoft Dynamics CRM with the contact and to record the contact’s request
7   The call ends when you click on the red telephone

 

UniPRO/Scanner with Microsoft Dynamics CRM

Scanner connection in Microsoft Dynamics CRM!

The Unidienst-developed module enables a quick and targeted integration of your correspondence.
Complete your history so that all files can be seen with one click.

 
  ... Steps for paper-free archiving:
1 Choose the file to which you would like to archive the document e.g. company, contact, Lead, sales opportunity, offer, order or invoice
2 Start your scanning programme
3 Now scan your document as usual with confirmation of the current scanning process.
4 A window will now open in which a preview is shown on the right.
5 Now click on the Note button in the template (as 4) and create a title for the subsequent action
6 Click OK to confirm and you receive the corresponding action
7 The now visible action can be assigned to further entities e.g. other recipients. You also have the option of entering a detailed description about the action.
8 Your scanned-in document is attached to the action as a note. If the document has several pages, these will be attached in separate notes of the action.
9 You can now assign this action to other members and/or once this action has ended, it can be seen in your Microsoft Dynamics CRM – History!