Microsoft Dynamics 365 [embedded]

Outbound call possibilities CRM

• Click to dial from CRM
  Start an outgoing telephone call with one mouse click from your CRM application or any website.
• Hotkey dial from CRM
  Is a phone number not clickable in your CRM? With this function you can still make a call.
• Copy to dial
  Select a phone number and get a suggestion to call directly.

Integration features

• Multi result pop-up
  Does a phone number occurs multiple times in your CRM application? Click directly to the next result. Do you need this feature but is it not yet available for your integration? Please contact us.
• Call logging
  Call information can be recorded directly in your CRM under the customer card. Do you need this feature but is it not yet available for your integration? Please contact us.
• Call logging (+note)
  Call information and call notes can be recorded directly in your CRM under the customer card.
• Custom field variables
  The custom fields that have been created in the CRM application yourself can also be used to display in the pop-up.
• SearchBar
  Search CRM contact information from the 'SearchBar' desktop toolbar. From here you can open the customer card, start a phone call directly, send an email/WhatsApp/Microsoft Teams message or view the call history. Do you need this feature but is it not yet available for your integration? Please contact us.
• Call control
  Provided your telephony platform supports it, full call control is available in the pop-up notification. This allows you to control your desk phone, softphone or other device from the notification.
• Call waiting
  If you are also offered other calls during a phone call, those calls will appear at the bottom of the pop-up notification and you can easily switch based on a mouse click.
• Theme mode
  Switch the colour mode manually or based on your system preferences to day- or darkmode.

Deployment type

• Bubble Desktop
  Bubble is installed on each user/workstation and runs locally on the user's computer.
• Bubble Cloud
  Bubble is hosted in the cloud, so no local installation is required. Note: This option requires the Bubble Cloud add-on license. For cloud hosting, it is always necessary for our cloud IP addresses to have access to the CRM/telephony environment.

Integration type

• Realtime API (user based)
  Authentication with CRM application at user level. Please note, if you want to clone the profiles to other users in the organization, the user data will be copied also. To prevent this, you can request a clone template from us that does not copy these values.
• Clone template
  A template must be used when cloning profiles because user authorization takes place, which cannot be cloned.

Application type

• Bubble365 embedded pop-up
  Make use of all the functionalities Bubble has to offer. The pop-up notification is fully integrated into the CRM system itself.

Action Buttons

• CRM specific buttons
  CRM specific buttons to, for example, open customer card or initiate other actions. See tab 'buttons'.

Standard Bubble pop-up functions

• Pop-up notification
  With an incoming, outgoing and forwarded call, an immediate notification with customer information.
• Content pop-up customization
  Determine the content of the pop-up per user, department or organization with info from your CRM application.
• Single sign-on
  No need to remember multiple passwords, login with your Microsoft, Google or Apple account.
• Multi-languages
  Determine the language of the content in the pop-up by adding the words in the language of your choice.
• Hide internal callers
  Don’t want to see a pop-up when a colleague calls you internally? Possibility to turn this function on or off.
• Sorting result
  Prefer to show contacts first instead of companies when using ‘multi-result’? Decide the order yourself.
• Click to dial
  Start an outgoing telephone call with one mouse click from any website.
• Recall conversations
  In one click, the completed conversation popups can be retrieved to show the information again.
• Call back
  You can recall the phone number again directly from a ‘retrieved pop-up’ with a simple mouse click.
• Talk duration timer
  During a phone call, a timer is visible in the pop-up where the duration is displayed in seconds.
• Call history
  Display the name of the colleague who last spoke or tried to call the caller in the past 3 months.
• Call notes
  Immediately record your conversation info in a note so that all information is visible to your colleagues.
• Updates
  With a Bubble license you are always entitled to the latest functions that can be installed with one click.
• Number notation
  If you use different number notations in your CRM (already 20+ formats by default) you can add them yourself.

Buttons

Below is the list of available buttons. These are both CRM specific- and generic Bubble functions.

• View
• Custom Action (standard button)
• Send E-mail (standard button)
• Callback request (standard button)
• Call Control (standard button)*
• Send WhatsApp message (standard button)
• Send Microsoft Teams message (standard button)
• Open SearchBar (standard button)
• Trigger Automations (standard button)

Parameters

Determine the content of the pop-up per user, department or organization with information from your CRM package. Below is the list of parameters available from your CRM software.

• dynamics_crm_odata_etag
• dynamics_crm__company_departmentid_value
• dynamics_crm_address1_latitude
• dynamics_crm_merged
• dynamics_crm_company_relationnumber
• dynamics_crm_address2_addressid
• dynamics_crm_emailaddress1
• dynamics_crm_emailaddress2
• dynamics_crm_company_numbergenerator
• dynamics_crm_exchangerate
• dynamics_crm_openrevenue_state
• dynamics_crm_name
• dynamics_crm_company_noofestateagents
• dynamics_crm_opendeals
• dynamics_crm_company_datestart
• dynamics_crm_address2_line1
• + more than 400 other variables (including newly added custom fields)