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  3. Microsoft Dynamics 365

CLOUD TELEPHONY + MICROSOFT DYNAMICS 365 INTEGRATION

Deliver customer delight

Acefone telephony solutions + Microsoft Dynamics 365 = A powerful integration to
transform your customer relationships.

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Integrate and enjoy:

ease of communication

Ease of communication

  • Set up in a jiffy; simply turn on the integration extension
  • With Acefone+Dynamics 365, connect with customers in one click
  • Keep track of all call centre operations on a single screen
superior efficiency

Superior efficiency

  • Add and update leads via the CRM dashboard
  • Store all call logs and recordings on a unified platform
  • Achieve lasting results by leveraging deep customer insights
agent friendly features

Agent-friendly features

  • Get email templates, social media and subscriber list management
  • Amplify team collaboration with a hosted phone system integration
  • Easily access Dynamics 365 customer data in your Acefone extension

Steps to Integrate with Dynamics 365

signing into acefone

STEP 1

Signing Into Acefone

  • Log in to your Acefone account
  • Click on the Services tab on the side navigation bar
  • Click on Integrations
  • Enable Dynamics 365 by clicking the toggle button
  • Click on Instructions
configuring ms365

STEP 2

Configuring Acefone with Microsoft Dynamics 365

  • Click on the enable button to initiate the integration process
  • Select a user from the dropdown menu and enable the CRM
  • Enter the Microsoft Dynamics 365 Domain URL and Microsoft Dynamics 365 Resource URL
    1. Domain URL will look like https://(OrganizationName).crm.dynamics.com
    2. Resource URL will look like https://(OrganizationName).api.crm.dynamics.com
      For eg., if the organisation’s name is Acefone, the URL will be https://acefone.crm.dynamics.com
authorising ms365

STEP 3

Authenticate Acefone Chrome Extension

  • Go to the Chrome Web Store and search for ‘Acefone Extension for MS Dynamics’
  • Download the extension
  • Enter Acefone credentials to log in to your Dynamics 365 CRM Chrome extension
  • Get all the details of your Acefone account on Microsoft Dynamics 365 CRM
    Download the chrome extension here: Acefone Extension for MS Dynamics.

Bringing your customers closer
to your business

The integration meant for success

Improved intelligence

Leverage intelligent technology to make smarter business decisions

  • Spot trends and proactively resolve issues for better business
  • Automate tasks and build custom apps to elevate CX
  • Make better decisions with intelligent tools and reports
improved intelligence
work on the go

Work on the go

Solutions that enable you to work whenever you want, wherever you are

  • Manage all apps, CRM, and analytics with just one solution
  • Work with a remote team and enjoy multi-device access
  • Multiple back-ups ensure disasters don’t stop your business

Tailor-made for you

We understand that your unique business has unique needs.

  • Upgrade, scale or relocate your business anytime
  • Get transparent bills and pay only for what you need
  • Enterprise-grade security keeps your data safe at all times
tailor made for you

Integrate your Cloud Phone with
Microsoft Dynamics 365 in Three Simple Steps

  • 1 Login to Acefone arrow forward
  • 2 Enable Integration arrow forward
  • 3 Configure Integrations

You're at the start of something special.

Try our cloud communication solutions today.

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