The Zoom Phone integration for Microsoft Dynamics 365 CRM increases efficiency and improves overall customer experience by streamlining key workflows with inbound screen pops, contact management, click-to-call, and automatic call logging.
With the Zoom Phone app for Microsoft Dynamics 365, a screen pop appears whenever you make or receive a call enabling you to open a form, add or update contacts, create and assign leads, and capture other call information.
From the Zoom Phone tab you can access the dial pad, make external calls, view dialing history, search for contacts, and click-to-call. You can also configure and display call disposition, listen to voicemails, and associate recordings with their specific contact timeline.
May include user name, display name, picture, email address, phone number, job information, stated locale, account, user ID, contact lists added by the account or user (which may include contact information a user imports from a third-party app), and other profile information.
Preferences and settings, which may include whether a passcode or a waiting room is required, permitted event capacity, screen sharing settings, and other settings and configuration information.
May include name, display name, email address, phone number, user ID, and other profile information.
Content generated in Zoom products, which may include audio, video, messages, transcriptions, feedback, responses to polls and Q&A, and files, and related context , such as invitation details, meeting or chat name, and meeting agenda.
Information about how people and their devices interact with Zoom products, which may include when participants join/leave, whether participants sent messages and who they message with, performance data, and other usage information and metrics.
Manage preferences and settings on the account or profile using the app, which may include updating meeting and webinar configuration preferences, email notification preferences, and configuring Zoom Phone, Zoom Room, and telephony devices.
User
user:read
Phone
phone:write, phone:read