Integration · Beta

Sainer × Microsoft Dynamics 365

Sainer looks up the caller in Microsoft Dynamics 365, through RedCactus' integration. After the call, the summary, and optionally the transcript, goes to the right contact in Dynamics. You need a RedCactus licence for this.

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Via RedCactus

Sainer doesn't connect to Microsoft Dynamics 365 directly, but through RedCactus. Already connected Microsoft Dynamics 365 to RedCactus? Then Sainer uses that connection. You need a RedCactus licence for this.

How the RedCactus integration works

See it in action

The video is in Dutch, with English subtitles.

Microsoft Dynamics 365 in your workflow

Before and after the call

Before the call

Sainer looks the caller up in Dynamics 365 before the call starts.

The caller's number goes to Dynamics 365 through RedCactus
Sainer gets back who's calling and from which company
If Dynamics doesn't respond in time, Sainer simply picks up

After the call

Sainer logs the call in Dynamics 365.

The summary and optionally the transcript go to the right contact through the Activity Hub
No match? The call stays in the Activity Hub for you to link

Getting started

How it works

1
Connect Dynamics 365 to RedCactus
Your admin gets the Portal base URL and the App ID from Dynamics 365 and sets up the integration in RedCactus.
2
Connect Sainer to RedCactus
Follow the steps on the RedCactus page. Sainer then uses your Dynamics integration to look up callers and log calls.

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