Track your leads, contacts, and campaigns
What is Microsoft Dynamics 365?
Microsoft Dynamics 365 is a suite of intelligent business applications designed to integrate easily with other systems both within the Microsoft suite and outside of it. This tool is designed to both improve business operations and customer experiences.
How does the Microsoft Dynamics + CTM integration benefit my business?
CTM’s software gathers data from your conversations and contacts, then sends that data to your Microsoft Dynamics 365 account for measurement and analysis. And the more data you have, the better your results.
How does the Microsoft Dynamics + CTM integration work?
This integration allows you to associate your CallTrackingMetrics tracking numbers with Microsoft Dynamics 365 leads, contacts, or campaigns to measure the success of your efforts. With each phone call your CallTrackingMetrics account tracks, your campaign tracking in Microsoft Dynamics 365 will grow stronger and more reliable, while your contact records become rich with historic intelligence.
Every member of your team can take advantage of this versatile, two-way integration.
The integration allows you to:
- Assign your Microsoft Dynamics 365 campaigns to tracking sources in CallTrackingMetrics.
- Map your CallTrackingMetrics agents to your users in Microsoft Dynamics 365, and track their activities across both platforms.
- Create or update objects automatically in Microsoft Dynamics 365 based on custom field mappings, such as call notes or lead status.
- Automate actions in CallTrackingMetrics based on whether a record is found in Microsoft Dynamics 365.
When you integrate Microsoft Dynamics 365 with CallTrackingMetrics, incoming calls from existing Microsoft Dynamics 365 contacts will display that contact’s information directly inside the activity log. You can also choose to edit contact records within our activity log, and it will automatically update to matching fields in your Microsoft Dynamics 365 account. Calls from new contacts can even be used to create new records in Microsoft Dynamics 365.
This integration is available to users of our Connect Plan.