Microsoft Dynamics integration

The Microsoft Dynamics CRM integration is a smart way of bringing Puzzel application and customer data to be represented on a single interface. With CRM integration you can bring together disparate systems – one that has data in it and the other that uses it – to build a unified view for the agents.

Microsoft Dynamics CRM has been integrated into the Puzzel solution in the form of a widget. The customer details are retrieved from the CRM and displayed in the tab within the Agent Application for all incoming calls and chat requests. The agents can view/edit/add customer details without having to switch between applications. A click to call functionality facilitates the agents to make calls using the call widget in the agent application.

Refer to Microsoft Dynamics integration user guide by navigating to the user guide section on our Help Centre.

For more details, download the product sheet here: