All content on these pages are related to the latest supported release of the 4Sight client.
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Dynamics 365 For Sales

Integration Type

Client Add-in

Add-in Classification

Standard

Product / License Type

Integration

Application Information

Manufacturer:

Microsoft

Application:

Dynamics 365 For Sales

Version:

8 and 9

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

Supported using the log in method for Microsoft Dynamics ‘Use online federation (Office 365)’.  Win XP not supported. When using Web Dialling, clicking a telephone number in MS DYNAMICS CRM, the number will be dialled, however a new blank tab may open within the browser as well. 

Other Information

Operating System:

Windows

Installation Options:

Optional.

References

  1. Watch Integration Video
  2. Dynamics 365 For Sales (Product Website)
  3. Microsoft (Manufacturer Website)