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Mitel Microsoft Dynamics CRM Integration (ST13/14/Connect CLOUD/ONSITE)

Extended Summary

The Mitel for Microsoft Dynamics CRM client can pop the contact and phone log pages on a single match, present a list of possible matches on a multi-match number and provide various options to create a new contact/lead/account for an unrecognized number.  This integration is bundled with the Mitel Web Dialer/Web Dialer Service for outbound dialing.  When paired with the Mitel Call Recorder on ST13, 14 or Connect ONSITE systems, the phone call logs can be configured to capture the unique call identifier (GUID) and provide a direct link to the recording on the Mitel Call Recorder Player portal for ST14/ONSITE systems (the Call Recorder is sold separately).

Considerations

Mitel Platform Compatibility

CRM Compatibility

Requirements

Attachments include the documentation.

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ShoreTel Dates

Created Date 2014-05-19 - Modified Date 2017-05-09


Article: 000002721