Manual - Microsoft Dynamics 365

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Microsoft Dynamics 365 CRM Configuration Notes Does not apply.   Configuration in CRM application The administrator needs to obtain the Portal Base URL and the App ID from Microsoft Dynamics 365. Th...

Index

Microsoft Dynamics 365 CRM Configuration

Configuration in CRM application
Configuration Bubble Software
Use custom endpoint
 
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.

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.


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.


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

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.

Screen & position customizable
Working with multiple screens? Decide at which screen and in what position you want to see the pop-up.

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

Auto-hide
Indicate whether you want the pop-up to remain or to disappear automatically after x time or action.

Multi-languages
Determine the language of the content in the pop-up by adding the words in the language of your choice.

Mute
Mute the pop-ups for a while? Mute the notifications with a simple mouse click until you turn them on again.

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.

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

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.

Multi-tenant mode
With this function you are able to be logged in with multipleaccounts at the same time from one workplace.

Multiple profiles
You can configure multiple profiles so that you as a user are able to switch quickly to another profile.

Updates
With a Bubble license you are always entitled to the latest functions that can be installed with one click.

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
  • 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)
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