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Microsoft Dynamics CRM

“The CommBox integration enables agents to seamlessly use the powerful Microsoft Dynamics 365 to manage day-to-day sales and service interactions with their customers while managing the communication channels through CommBox.

Agents can now have communication channels within their CRM environment. The contacs are searched in the CRM, and new records are created and populated (fully customizable). Attachments and Transcripts are transferred automatically to the Case.

Agents using Microsoft Dynamics 365 can also have the CommBox conversation window integrated as an iFrame that pops up for inbound and outbound communications.”

commbox app centrer icons Microsoft Dynamics CRM (17)

Microsoft Dynamics CRM

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What's more?

Message templates

Create custom message templates and respond faster to customer’s queries, eliminate repetitive tasks, and always stay consistent. This is a great way to greet customers and answer common queries without letting your customers waiting.

 

Auto assignments

You can enable auto-assign of conversations to agents by several parameters like workload, skill, permissions, etc. Additionally, you can allow agents to associate responses, and assign the conversation to the last agent.

Privacy & security

You can manage how to receive media files through WhatsApp, Upload files also for the agent side, and discard sensitive data.

Bots & Automation

Automate what can be automated by building AI-powered WhatsApp chatbots. Use bots to take the load off your agents and resolve customer interactions using the latest automation features through the WhatsApp messaging app.

Auto messages

You can now send automatic auto-messages after user first message, to give an instant response via WhatsApp. Customize the message according to your business specific use case.You can now send automatic auto-messages after user first message, to give an instant response via WhatsApp. Customize the message according to your business specific use case.

Split conversations

In private messages through WhatsApp it is possible to set that after 24 hours with no communication from the customer’s side, the conversation will be marked as “resolved”, and any communication from the customer’s side after that will be considered as a new conversation.

Media template messages

Respond to customer queries fast using media template messages. Customize any media type and use it as a template message according to your customer needs.

Stickers

This new feature allows you to send and receive stickers as a message when using the WhatsApp API for customer communications with CommBox.

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