All content on these pages are related to the latest supported release of the 4Sight client.
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Dynamics CRM (also known as MS CRM)

Integration Type

Client Add-in

Add-in Classification

Standard

Product / License Type

Integration

Application Information

Manufacturer:

Microsoft

Application:

Dynamics CRM (also known as MS CRM)

Version:

2015

Market:

General CRM

Supported Features (related to 4Sight version 2.6)

Address Book Search:

Click to dial via 4Sight:

Click to dial via business application:

Caller details preview:

Manual screen pop:

Auto screen pop:

Automatic call activity logging:

Manual call activity logging:

Additional features

Integration with Notes

Notes / Advisories

For Office 365: Requires .net4 and Windows Identity Framework. Win XP not supported.

Other Information

Operating System:

Windows

Installation Options:

Optional.

References

  1. Watch Integration Video
  2. Dynamics CRM (Product Website)
  3. Microsoft (Manufacturer Website)