MS Dynamics CRM Integration

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Microsoft Dynamics CRM Integration

CRM phone assignment
Automatic export to CRM

Step 1:  CellTRAKR runs on your smartphone and automatically captures activities as they happen and recommends which ones should be posted to CRM and which records they might be related to.


Step 2:  You add a quick note and optionally create follow-up activities and relate them to the appropriate CRM record with a simple point-and-click interface.


Step 3:  CellTRAKR immediately adds them directly into CRM without any additional user intervention.


Event showing in dynamics

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