Yeastar Linkus for Microsoft Dynamics 365

The integration of Yeastar P-Series Phone System with Microsoft Dynamics 365 revolutionizes the way businesses manage their communications and customer relationships. By seamlessly connecting telephony capabilities with CRM functionalities, this integration empowers users to enhance the productivity and streamline workflows.

The Linkus plugin integrates advanced telephony functionality natively into Microsoft Dynamics 365, including Click to Call, Caller ID to Contact Name, and Real-time Contact Query & Sync, enabling users to engage with customers more effectively. The Call Popup automatically provides valuable context during incoming calls for personalized interactions. Additionally, the ability to easily add new contacts and automatically log call activities ensures your database remains current and well-organized.

Overall, the PBX and Dynamics 365 integration transforms communication processes, allowing teams to focus on building stronger relationships with their customers while maximizing operational efficiency.

Key Features

Embedded Linkus Plugin: Seamlessly integrates the Linkus client into the Dynamics 365 interface. Users can handle all communications within their CRM, eliminating the need to switch between systems.

Make and Receive Calls: Dial and receive calls directly within Dynamics 365 using the embedded plugin, no device switching required.

Caller ID to Contact Name: Automatically performs contact lookup in Microsoft Dynamics 365 for inbound calls, ensuring you always know who’s calling.

Real-time Contact Query & Sync: Instantly retrieves and displays caller details for external calls, ensuring you always interact with the most current contact information.

Contextual Call Popups: Automatically bring up the matched customer profile when receiving or answering inbound calls, providing you with relevant context to enhance your conversations.

Create New Contact: Easily add unknown callers as new contacts in Microsoft Dynamics 365, keeping your CRM database updated.

Native Click to Call: Launch calls by a single click on phone numbers within Dynamics 365 CRM, streamlining your communication process.

Phone Call Activity logging: Automatically creates or opens call activities in Dynamics 365 during/after calls with call details (caller information, duration), while allowing manual entry of additional details (subjects, call from/to and more), ensuring complete call records for future reference and compliance.

Access to Call Recordings: Users can check and play recordings stored in the PBX from corresponding phone call activity within the CRM system.

One-Click Login: Securely log in to Linkus for Dynamics 365 with one click, no passwords to remember or type.

Quick Start Reference

Before you start, you need to have:

Not having a Yeastar P-Series PBX yet? Apply for a 30-day free trial here.

Configuration Steps:

Note: Configure in Dynamics 365 only, no PBX-side configuration required.

Complete the configuration, a channel has been successfully set up, users with specified security roles can use this plugin to handle calls directly within Dynamics 365 CRM.

For more information, please refer to the integration guides below.