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Integrating Dynamics 365 with Five9

Integrating Dynamics 365 with Five9

Integrating Dynamics with your Five9 VOIP system can provide you with record pop functionality, automatic record creation, an integration Dynamics/VOIP interface in a single web page, and more.  For more complex integrations between the two systems, Beringer Technology Group has you covered!

What are Five9 Skills?

Five9 Skills are used to route calls to the right people in your business.  Calls can be routed to Skills by the DID or through voice prompts.  For example, a user can be assigned a Skill based on their location, such as New Jersey, to ensure that particular user always receives calls that originate from New Jersey.

What are Dynamics Teams?

Teams provide the ability to share records for easy collaboration.  They also work great for user security.  Suppose you have a security structure where an Account’s location determines who can view the record, and this particular account is located in New Jersey.  You could create the Team “New Jersey” and assign security settings accordingly.  Now, we have location-based security and call routing, but how do we marry the two systems?

Dynamics Teams and Five9 Skills Integration

Beringer Technology Group has configured and integration to ensure that your Teams and Skills are always in sync.  Our integration allows you to schedule users to be assigned to Teams and Skills simultaneously.  You can schedule when this assignment should take place, and if it should be reverted after a period of time.  The goal of this integration is to reduce the overhead in managing security of two separate systems by placing all of it within Dynamics, with easy-to-use Team and Skill assignment scheduling functionality.

Reach out to Beringer today!

We love to implement cloud integrations here at Beringer Technology Group, and have a tremendous amount of experience working with Microsoft Dynamics and Five9!

Beringer Technology Group, a leading Microsoft Gold Certified Partner specializing in Microsoft Dynamics 365 and CRM for Distribution. We also provide expert Managed IT ServicesBackup and Disaster RecoveryCloud Based Computing and Unified Communication Solutions.