Software

CRM Enhance

CRM Enhance brings together the powerful customer relationship management features of Microsoft Dynamics CRM with the intuitive software-powered communications and collaboration capabilities of Microsoft OCS and Microsoft Lync.

NEW: Now supports Office365 and Dynamics 2011

The new release of CRM Enhance v1.5 supports Microsoft Dynamics CRM 2011 in both on-premise and hosted deployments. This includes support for Microsoft Office365.

Introducing CRM Enhance

CRM Enhance extends the standard contact presence menu, enabling "click-to-call" to any contact, from anywhere within Microsoft Dynamics CRM.

A standard Dynamics CRM Action Screen, showing the contacts involved in the Activity.

The CRM enhance "persona menu" provides click-to-call functionality for all contacts in your CRM database.

The Problem

Out of the box, Dynamics CRM will provide a presence indicator for all contacts, but phone numbers are only populated from Active Directory and Outlook.

However, your customer’s contact information is stored in your CRM database.

To get the phone number for the contact, you have to click the contact, which initiates a pop-up window, from which you can read and manually dial the number.

View of the persona menu for a contact in CRM. Note there is no phone number to call even though it is listed in Dynamics CRM.

To get a contact's phone number, you have to open an additional window beyond the activity window every time.

The Solution

With Modality Systems' CRM Enhance for Microsoft Lync, we provide a full drop-down "Persona Menu" wherever the contacts name is listed in Dynamics CRM with a presence indicator. By pulling the contact information from the Dynamics CRM database, it can be presented in the persona menu, enabling seamless click-to-call, click-to-email, or click-to-IM (IM requires OCS or Lync federation). You can also choose to add the CRM contact to your personal Outlook contacts database.

CRM Enhance provides a drop down action menu fully populated from Dynamics CRM for all contacts.

This additional functionality makes using Dynamics and contacting your customers both easier and quicker, saving time and effort, eliminating dialing errors and the effort of manually typing phone numbers.

xRM Persona Menu Development

We can develop custom presence indicators and click-to-contact menus for your internal line of business applications.

We have experience developing compelling user interfaces that connect to a variety of back-end data sources for retrieving source contact information.

Download CRM Enhance

How does it work?

The software is completely client based, there is no need to make any changes on the Dynamics CRM Servers.
Modality CRM Enhance pulls the information from Dynamics using standard Dynamics APIs and Web services.
Easy MSI based deployment options.
Works with Lync Enterprise Voice or Remote Call Control with an existing PBX system.

CRM Enhance supports

Windows Vista SP2 (and higher) and Windows 7 with Microsoft Office 2007 or Microsoft Office 2010 and Microsoft Lync 2010 or Office Communications Server 2007 R1 or R2.