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ease
features
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support

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Description

Integrate your Skype for Business (previously known as Lync) or TAPI-compatible PBX with Dynamics CRM/Dynamics 365 and Dynamics NAV to capture details regarding every incoming and outgoing call. You can selectively and flexibly determine what stored information is displayed for each call within ProCTI. With just a single click, access your contact details, service cases, email addresses, and current contracts! You can create leads, contacts, tasks, notes, emails, and activities in relation to the caller. Additionally, initiate or redirect calls, view and manage your upcoming appointments, and search for leads, contacts, and companies – all seamlessly within ProCTI. The user-friendly management system allows for varied access rights to your data depending on user roles. The standard version of ProCTI is compatible with various Microsoft Dynamics versions, Uniconta, and Computer Telephony Integration (CTI). Take advantage of the vast functionalities available, including the display of contact information, company names, notes, activities, service cases, email addresses, credit restrictions, and active contracts, among others. This integration enhances productivity and streamlines communication within your organization.

Description

Connect your CRM platform, like Salesforce or Microsoft Dynamics 365 Sales, seamlessly with your ERP system, such as Microsoft Dynamics 365, using Rapidi for a swift and uncomplicated integration process. Our data integration solution is designed to facilitate the connection between Salesforce and any Microsoft Dynamics ERP or CRM application effectively. With pre-built templates available for immediate use, you can also tailor them to fit your specific needs without requiring any coding skills. Managing any integration project involving Microsoft Dynamics and Salesforce is hassle-free, ensuring that your business experiences minimal disruption, no matter the size or complexity of the integration. This streamlined approach allows you to enhance operational efficiency and improve data accuracy across your systems.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

Microsoft Dynamics 365
Salesforce

Integrations

Microsoft Dynamics 365
Salesforce

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Provaria

Country

Austria

Website

www.proaddon.com/en/addons/procti/

Vendor Details

Company Name

Rapidi

Founded

1987

Country

Denmark

Website

www.rapidionline.com

Product Features

Integration

Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services

Product Features

Integration

Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services

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