How do I integrate with Microsoft Dynamics?
Integrate your phone system with Microsoft Dynamics. Each time you make a call or receive calls, the integration automatically looks for any customers that match the caller ID and logs the call with options to edit your customer account, add call notes, or schedule upcoming activities.
- Download the Jive Dialer.
- From Microsoft Dynamics, go to Settings > Solutions.
- Click in the toolbar.
- Click Choose File to browse for and select the downloaded Jive Dialer zip file.
- Click Next and then click Import.
- Download Jive – CRM.
- Open and run the downloaded install file.
- Open Jive – CRM.
- Enter your Microsoft Dynamics User Name and Password and then click Login.