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Have you ever received a phone call, had to ask the person their name, or company name, then had to put them on hold while you find their record in your Microsoft Dynamics CRM system? What if there was a tool that could search the records in your CRM, and automatically pop open the record of the person who is calling? PowerPhone is a Microsoft Dynamics CRM add-on that will do just that! When the phone rings, PowerPhone will query your CRM, and pop open the caller’s CRM record. When setting up PowerPhone, the CRM system admin will decide which entities they would like PowerPhone to search in when a call comes in. It can be a contact, lead, account or a custom entity.

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PowerPhone: Automatically Open a Record Upon Receiving an Incoming Phone call in Dynamics CRM

Once PowerPhone has been configured, when a call comes in, PowerPhone will automatically search through the configured records in the CRM system, and pop open the record it finds, associated with the incoming phone number. If more than one record is found, PowerPhone will display a list of records, with a handy reading pane that lets the user quickly scroll through the records and find the correct one.

PowerPhone: Automatically Open a Record Upon Receiving an Incoming Phone call in Dynamics CRM

PowerPhone: Automatically Open a Record Upon Receiving an Incoming Phone call in Dynamics CRM

If no records are found with that phone number associated, PowerPhone will pop up either an advanced find, or one of the searching-based PowerPack add-ons – PowerFind or PowerGlobalSearch.

All in all, PowerPhone is a super handy CRM tool, that helps save users tons of time searching for records in their CRM system when they receive a phone call. Interested in a free 30 day trial? Looking for more information? Visit the PowerPhone web page.

Happy CRM’ing!

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JoeCRM

Joe CRM is a CRM superhero who runs on pure Microsoft Dynamics CRM adrenaline. As the face of PowerObjects, Joe CRM’s mission is to reveal innovative ways to use Dynamics CRM and bring the application to more businesses and organizations around the world.