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CRM Integration with Teams Phone
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With CRM integration, IT admins can enable the automatic launch of an external app or URL for Teams users with a Teams Phone license. Teams automatically launch an external web app or URL upon call acceptance when an agent receives an external PSTN call. Additionally, Teams insert parameters to pass details about inbound callers like their caller ID to the web app/URL. Teams also securely retrieve the associated screen or content, such as a customer record, in the browser in parallel with the Teams call stage. Teams' users can turn off the setting to automatic external app/URL launch as well. With CRM integration customer records are automatically open when a call queue agent answers an incoming call. Administrators will be able to assign this capability to specific users so that incoming call metadata can be used to trigger a web page URL in the browser-based experience of your CRM provider.
#TeamsPhone #MicrosoftTeams
#TeamsPhone #MicrosoftTeams
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