CTI for MS-CRM Integration

CTI for MS-CRM Integration by Lambert Consulting is an impressive application that enhances the function of Microsoft Dynamics CRM by providing a seamless interface with telephone exchanges (PBX) or Microsoft Lync. The latest version, 7.0.0.3, offers advanced features for superior Communication and Instant messaging capabilities.

This software, housed under the file name CTI for MS-CRM Integration.exe, is specifically designed for Windows 7 operating systems. Previous iterations, such as 7.0, are also supported, but the latest version includes several essential updates that modern businesses will find highly advantageous.

What sets CTI for MS-CRM Integration apart is its ability to automatically display the recorded entity of the caller. Whether the caller is a lead, an account, or a contact, this intuitive software knows precisely where to pull the relevant data from within Microsoft Dynamics CRM. Additionally, when a new call is received from a number that has no existing record in Dynamics 365, the application skillfully assigns a new entity, ensuring that the customer database remains comprehensive.

Users searching for this software may look for phrases like "interface between telephone exchange and Microsoft Dynamics CRM" or "automatically display recorded entity of the caller". By highlighting these capabilities, it becomes apparent why this tool is indispensable for businesses aiming to streamline their communication workflows.

CTI for MS-CRM Integration is categorized under Demo licenses, making it accessible for businesses to evaluate its rich feature set before full deployment. For those interested, it is possible to download this software and experience its benefits firsthand. The fact that it offers a free trial underlines its potential to meet and exceed user expectations.

Pros:

• Seamlessly integrates with Microsoft Dynamics CRM and TAPI or Microsoft Lync.
• Automatically displays and assigns caller information, saving time and improving efficiency.
• Supported on Windows 7, ensuring compatibility with existing systems.
• Offered under a Demo license, allowing users to assess the application before purchase.
• Previous versions like 7.0 are also compatible, providing options for users with different needs.

Cons:

• Limited to Windows 7 operating systems, which may not suit users with more modern configurations.
• As a Demo version, some features may be restricted until full licensing is purchased.

In summary, CTI for MS-CRM Integration stands out as a robust tool for enhancing CRM systems, making it a valuable addition to any business focused on optimizing its communication strategies.

You may want to check out more software, such as Scheduled Tasks Integration Pack, Telephone Integration Client for MS CRM 2011 or CTI Data Connector - salesforce.com Edition, which might be similar to CTI for MS-CRM Integration.