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In today’s fast-paced customer service environment, spontaneous communication is everything. This is why Microsoft Dynamics 365 is a game-changer to integrate the ringsetral with customer service. Whether you are calling, sending messages, or logging the interaction, this integration gives your team the right to stay connected and remain responsible – all within the same platform.
Let’s go on how it works and how it can change your daily workflow.
What is Microsoft Dynamics 365 Customer Service?
Dynamics 365 is a powerful CRM solution of customer service Microsoft designed to help organizations provide extraordinary customer experience. It provides:
- Case management and ticketing
- Omnichannel support (email, chat, voice, social)
- AI-operated insight and automation
- The basis of knowledge and self-service portals
- Integration with other dynamics 365 apps and microsoft tools
It’s built to empower agents with the tools they need to resolve issues quickly and build lasting customer relationships.
What Is RingCentral?
RingCentral is a leading cloud-based communications platform offering:
- Voice calling
- SMS and messaging
- Video conferencing
- Team collaboration tools
- Contact center capabilities
Start: Logging in Ringscentral
Once you get inside the dynamics 365 customer service hub, look at the top-right corner for the application symbol. Clicking this opens the door of the ringcastral. Just sign in with your ringscentral credentials, and you are ready to roll.
Making Outgoing Calls
After signing in, you’ll see the RingCentral dialer. You can:
- Search by name to find existing contacts.
- Type a phone number directly.
- Use the green call button to start a call.
Ringscentral even you tip the contacts while typing, making it quick and comfortable.
Logging Calls in Dynamics 365
During or after a call, a Create Log window pops up. Here’s what you can do:
- Add a subject to describe the call.
- Use the Call To field to link the call to an account, contact, or lead.
Write a description summarizing the conversation.
Handle incoming call
Incoming call triggers a notification window, which gives you options:
- Transfer
- Hold
- Record
These features ensure you stay in control, even during busy call hours.
SMS Messaging Made Easy
RingCentral isn’t just about voice—it’s got SMS functionality too:
- Click the Messaging icon next to History.
- Search contacts by name or number.
- Type your message and send a hit.
The messages sent immediately appear, and if auto-logging is enabled, they are saved in dynamics 365. If not, you can login to them manually and see them under the conversation tab of the respective records.
Benefits of RingCentral + Dynamics 365 Integration
This integration brings together the best of both worlds:
Productivity Boost
Agents can make calls, send texts, and log interactions without switching apps—saving time and reducing errors.
Smarter Customer Interactions
Incoming calls trigger screen pops showing customer history, enabling personalized service from the first hello.
Seamless Record Keeping
All calls and messages are automatically logged in Dynamics 365, ensuring a complete communication trail.
Omnichannel Engagement
Agents can handle voice, SMS, and chat interactions from one interface, improving responsiveness and consistency.
Easy Deployment
Prebuilt integrations mean you can get started in hours—not weeks—with minimal IT overhead.
Techcronus: Your Partner for RingCentral + D365 Integration
Techcronus is a certified Microsoft solutions provider with deep expertise in:
- Dynamics 365 Customer Service and CRM
- Power Platform and automation
- RingCentral and third-party integrations
- Custom app development and support
With over 13 years of experience, Techcronus delivers scalable, secure, and cost-effective solutions tailored to your business needs.
📩 Want to explore this integration for your organization?
Visit Techcronus Contact Page to schedule a free consultation or demo.
