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July 2013

Agile and Dominic Systems develop Integration between SysPro ERP and Microsoft Dynamics CRM more...

April 2013

Agile and Dominic Systems develop a Telephony Integration Desktop Application for Microsoft Dynamics CRM more...

February 2012

Agile develops Microsoft Dynamics CRM 2011 customizations for Dominic Systems' clients more...

December 2011

Agile works with CoroWare to integrate a Silverlight app into the SharePoint installation of a Fortune 500 company. more...

October 2010

Agile develops Silverlight website for A Beautiful World. more...

December 2009

Agile Software is now a Microsoft Silverlight Partner. more...

June 2009

Agile Software developed a website completely in Microsoft Silverlight for Agile Somalis. more...

Jan 2008

Glenbriar Technologies contracts Agile Software to develop custom telephony solution for the CGA Association of Alberta more...

May 2007

Agile Software develops comprehensive SQL Server 2005 Reporting solution for major broadcast company

February 2007

Glenbriar Technologies and Agile Software launch updated Greeting Assistant Software product for office telephone operators more...

  Telephony Projects
Agile Software has collaborated with Dominic Systems  to provide telephone integration with Microsoft CRM 2011 & 2013

We have written a handy desktop application that interacts with your TSP (Telephony Service Provider) to integrate your phone with CRM. It can handle both outgoing and incoming calls. In addition, it saves a call log of all your calls. When there are no active calls, it hides itself to the system tray.

We will work with you to configure your CRM to handle the telephone number fields you use for CRM Accounts, Contacts and Leads. Once your CRM has beeen set up, you are good to go!

Incoming Calls

When a call comes in, the application uses the caller ID to do a look-up of the selected telephone numbers of your CRM accounts, contacts, and leads. It displays all matches as illustrated below.
Incoming Call
Right-click on the chosen entity, and you it will be opened in your CRM. Optionally you can also create a phone call activity.

Outgoing Calls

You can choose a phone number to have the application dial an outgoing call, as illustrated below.
Outgoing Call from CRM
The phone number is sent to the waiting desktop integration application, as illustrated below.
Outgoing Call

Press Dial to call the number; if there is an extension, press Send when you are asked to enter it.

Telephony Products | IP Telephony System | Greeting Assistant Software

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