Manual - Dynamics Empire

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Dynamics Empire CRM ConfigurationNotesYour Dynamics Empire consultant has to create a set of OAuth credentials to authenticate via the API. A tenant ID, client ID, and Clien...

Index

Dynamics Empire CRM Configuration

Configuration in CRM application
Configuration Bubble Software
Easy roll out to other users

Features

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.


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 registration
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.

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.


Integration type

Realtime API (company based)
Authentication with CRM application at company level.


Pop-up type

Bubble desktop pop-up
Make use of all the functionalities that Bubble has to offer you


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

Single sign-on
No need to remember multiple passwords, login with your Microsoft, Google or Apple account.

Click to dial
Start an outgoing telephone call with one mouse click from any website.

Hotkey dial
Is a phone number not clickable in your CRM? With this function you can still make a call.

Native Windows applicatie
Bubble is available as a native software application for Windows.

Native macOS applicatie
Bubble is available as a native software application for macOS

Automations
Build your own If-This-That flows to e.g. open actions, change parameters or execute a script.

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 Relation
  • View Customers
  • View Orders
  • 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)

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.

  • name
  • dynamics_empire_odata_etag
  • dynamics_empire_id
  • dynamics_empire_number
  • dynamics_empire_type
  • dynamics_empire_display_name
  • dynamics_empire_company_number
  • dynamics_empire_company_name
  • dynamics_empire_contact_business_relation
  • dynamics_empire_address_line1
  • dynamics_empire_address_line2
  • dynamics_empire_city
  • dynamics_empire_state
  • dynamics_empire_country
  • dynamics_empire_postal_code
  • dynamics_empire_phone_number
  • dynamics_empire_mobile_phone_number
  • dynamics_empire_email
  • dynamics_empire_website
  • dynamics_empire_search_name
  • dynamics_empire_privacy_blocked
  • dynamics_empire_tax_registration_number
  • dynamics_empire_last_interaction_date
  • dynamics_empire_last_modified_date_time
  • dynamics_empire_entity_type
  • dynamics_empire_url
  • dynamics_empire_salesperson_code
  • dynamics_empire_balance_due
  • dynamics_empire_credit_limit
  • dynamics_empire_tax_liable
  • dynamics_empire_tax_area_id
  • dynamics_empire_tax_area_display_name
  • dynamics_empire_currency_id
  • dynamics_empire_currency_code
  • dynamics_empire_payment_terms_id
  • dynamics_empire_shipment_method_id
  • dynamics_empire_payment_method_id
  • dynamics_empire_blocked
  • dynamics_empire_customer_url
  • dynamics_empire_orders_url
  • dynamics_empire_irs1099code
  • dynamics_empire_balance
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