Microsoft Teams CRM Integration
Microsoft Teams has become more than just a tool for meetings. With the right extension, it serves as a central platform for customer communication.
In our short video, we show you how MS Teams can be seamlessly connected to your CRM/customer system and existing telephony solutions. You will see how calls are handled directly in Teams, how relevant customer data is automatically displayed and how the status remains synchronized across systems.
Discover what you can do with LinkThat teams
- Place Teams calls directly from the customer data system
- Automatically display customer data during calls
- Keep the Microsoft Teams status synchronized with the telephony or presence status from other channels
- Admin functions for routing, rights & roles directly in Teams
- Flexible interfaces as the basis for further integrations
- Standardized evaluations across Teams and telephony
How the Microsoft Teams CRM Integration works
LinkThat TEAMS is the gateway between your customer data or CRM system, Microsoft Teams and your existing telephony infrastructure.Â
It adds professional contact center functions to Teams – without replacing your existing solution. Thanks to flexible interfaces, all systems remain synchronized: a status change in CRM or Softphone automatically affects your Teams status – and vice versa.
Everything is also integrated in the background: access rights management, queue assignment and user roles can be administered directly in Microsoft Teams. The evaluations of your conversations, whether they take place in Teams or a CRM system, flow into a single place.Â
This allows your teams to maintain an overview – and ensures clear processes in customer communication.