Unify Genesys PureCloud™ with Dynamics 365® for Smarter CX

Empower your agents by integrating Genesys Cloud™ with Microsoft® Dynamics 365—enhancing productivity, CX, and decision-making in every interaction. Improve customer satisfaction, and provide informed, efficient service with our powerful connector.

Real-Time Data Access
Access up-to-date customer data directly within your Enterprise Systems.
Seamless Integration
Genesys PureCloud™ is embedded within your Enterprise Systems in hours.
Enhanced Efficiency
AX/CX enhancements and streamlined workflows.
Customizable Solution
Easily customize use cases to fit unique business requirements.
AI Interaction Management
Manage calls, chats, and emails seamlessly with AI Agent Copilot.
In-Depth Insights
Retrieve and review chat transcripts and call info directly within your Enterprise Systems.
Image
Versions Logo aziendale Logo aziendale
Cif1 Download Download
Cif2 Download Download
CSW Download Download
USD* Download -

*Unified Service Desk

Powerful Features for Optimized Performance

Dynamics Integration with Genesys PureCloud Smart Connector - click to call
Dynamics Integration with Genesys PureCloud Smart Connector - click to call

Agents can initiate outbound calls directly from Dynamics forms using a configurable keyboard shortcut, simplifying the calling process.

Benefits
  • Saves time and enhances productivity by reducing manual dialing.
  • Ensures all contact details are readily available within Dynamics 365.
Dynamics Integration with Genesys PureCloud Smart Connector - Real Time Data Access
Dynamics Integration with Genesys PureCloud Smart Connector - Real Time Data Access

Accessing customer data in real-time ensures agents are well-informed and can provide prompt service. The connector automatically searches for contacts and creates tasks in Dynamics 365, leveraging ANI or Genesys Cloud attached data.

Benefits
  • Enhances agent efficiency by providing immediate access to necessary customer data.
  • Reduces wait times for customers, leading to higher satisfaction.

Genesys Cloud is embedded within Dynamics 365, providing a unified interface for agents. This integration eliminates the need to switch between multiple systems.

Benefits
  • Streamlines agent workflows by having all necessary tools in one place.
  • Increases efficiency and reduces the likelihood of errors.

Use simple JS coding and Dynamics OData APIs to tailor the connector to your specific business needs.

Benefits
  • Provides flexibility to adapt the connector to various workflows.
  • Ensures the solution can evolve with your business requirements.

 

Dynamics Integration with Genesys PureCloud Smart Connector - Chat Transcript
Dynamics Integration with Genesys PureCloud Smart Connector - Chat Transcript

The Genesys chat transcript is visible directly inside the Microsoft Dynamcs Customer Experience UI. With the connector, there is no need to switch back and forth between the two solutions.

Benefit
  • Enhances efficiency by allowing agents to access complete chat histories within a single interface, improving context and continuity in customer interactions.
Dynamics Integration with Genesys PureCloud Smart Connector - Chat Canned Responses Management
Dynamics Integration with Genesys PureCloud Smart Connector - Chat Canned Responses Management

Manage Genesys chats directly within Dynamics Customer Experience. All essential chat controls are available through the "Genesys Embeddable Framework," seamlessly embedded in the Dynamics UI.

Benefit
  • Streamlines chat handling by keeping all necessary controls in one interface, enhancing agent efficiency and customer interaction quality.

Manage multiple interactions seamlessly within both Genesys Cloud and Dynamics 365. This includes handling calls, chats, and emails concurrently.

Benefits
  • Improves operational efficiency by allowing agents to manage multiple interactions simultaneously.
  • Ensures consistent, high-quality customer service across all channels.
Dynamics Integration with Genesys PureCloud Smart Connector - Detailed Insights
Dynamics Integration with Genesys PureCloud Smart Connector - Detailed Insights

Our connector enables unified reporting between Genesys Cloud and Dynamics 365, providing comprehensive insights into your contact center operations.

Benefits
  • Offers valuable insights for decision-making and performance optimization.
  • Helps identify areas for improvement and track key performance indicators.
Dynamics Integration with Genesys PureCloud Smart Connector - Call Details & Wrap Up
Dynamics Integration with Genesys PureCloud Smart Connector - Call Details & Wrap Up
The content of the Genesys voice call can be retrieved directly from the Dynamics 365 Customer Experience UI. With the connector, there is no need to switch back and forth between the two solutions.
Benefit
  • Improves agent workflow by providing easy access to call details within Dynamics, enhancing the quality and consistency of customer interactions.

Powerful Features for Optimized Performance

Unlock a suite of cutting-edge tools designed to enhance speed, efficiency, and reliability because peak performance starts with the right features.

Streamlined Login and Integration with the Microsoft Dynamics® Connector for Genesys Cloud™

Seamless integration between Microsoft Dynamics 365® and Genesys Cloud™.
Secure and fast access with Single Sign-On (SSO).
Enhanced user experience through simplified login and instant tool access.

Optimized Agent Tools with Genesys Cloud™ & Dynamics 365®

Unified Access – Handle calls, emails, and SMS from one interface inside Microsoft Dynamics 365®.
Customizable Interface – Show or hide the widget to match agent workflow needs.
Boosted Efficiency – Centralized tools and fewer clicks mean faster, smoother interactions.

Genesys Cloud™ & Dynamics 365®: Boosted Agent Performance and Statistics

Live Agent Stats - Monitor individual performance metrics directly within Dynamics 365®.
Channel-Specific Analytics - Access detailed data across all communication channels.
Boosted Productivity – Real-time insights support faster decisions and more efficient workflows.

Dynamics 365® & Genesys Cloud™: Quick View of Agent Shift Schedules

Seamless Shift Schedule Access – Agents can view their daily and weekly shifts directly within Microsoft Dynamics 365®.
Easy Navigation – Quickly switch between different days and scheduled activities with smooth navigation.
Boosted Productivity – Centralized schedule management improves organization and reduces app-switching.

Efficient Queue Handling Using Genesys Cloud™ and Microsoft Dynamics® Smart Connector

Clear Queue Visibility – Agents easily see all their queues with active/inactive status indicators.
Flexible Queue Switching – Quickly switch between different queue groups as needed..
Centralized Management – Manage queues directly within Dynamics 365 for improved efficiency and customer interaction.

Easy Agent Status Handling: Integration of Dynamics 365® and Genesys Cloud™

Flexible Status Control – Easily configure predefined and custom agent statuses within Dynamics 365®.
Instant Visual Feedback – Intuitive status icons provide quick recognition of availability.
Reliable Call Readiness – Clear “On Queue” indicators ensure agents are ready to receive calls.

Inbound Call Efficiency Powered by Microsoft Dynamics Smart Connector

Real-Time Call Alerts – Instantly notifies agents of inbound calls with contact and call details.
Smart Screen Pop – Automatically opens relevant tabs and info for efficient call handling.
Custom Call Logging – Save data easily with configurable fields and wrap-up options post-call.

Simplify Your Chats with Genesys Cloud™ and Microsoft Dynamics® Smart Connector

Instant Chat Recognition – Agents receive real-time notifications and automatic customer identification within Dynamics 365®.
Automated Workflow – New sessions and tabs are created automatically, with customizable fields and accurate data saving.
Unified Experience – Seamless integration of chat and CRM boosts productivity and ensures data consistency.

Enhance Agent Efficiency with Canned Responses in Genesys Cloud™ & Dynamics 365®

Faster Responses – Use predefined scripts and canned replies to handle chats quickly and consistently.
Personalized Interactions – Easily edit responses to tailor communication to each customer.
Automated Data Logging – All interaction details, including wrap-up codes, are saved automatically in Dynamics 365®.

Detailed View: Accessing Genesys Interactions in Dynamics 365® via Smart Connector

One-Click Access – Agents can instantly open detailed Genesys interaction data from Dynamics 365®.
Comprehensive Interaction View – Includes participant info, call duration, and full interaction history.
Improved Efficiency – Streamlined access boosts agent control and reduces time spent searching for data.

Simplify Contact Disambiguation with Dynamics 365® & Genesys Cloud™ Integration

Clear Multi-Match Identification – Agents easily spot and review multiple matching contacts to find the right customer.
Accurate Contact Association – Assign tasks to the correct profile, ensuring precise customer records.
Improved Efficiency and Service – Simplifies workflows and delivers personalized, error-free customer interactions.

Ensuring Excellence and Compliance with Our Connector

Our Connector for Genesys PureCloud not only enhances your contact center operations but also meets the highest standards of service and data management recommended by the specific Enterprise Systems Store. Here’s how we ensure top-notch performance and compliance:

Enterprise Systems Store Recommended Service Levels
Our product meets the stringent service levels recommended by the Specific Enterprise Systems Store of more than 99.5%, ensuring reliable and consistent performance. You can trust our solution to maintain operational excellence and support your business needs effectively.
Data Lifecycle Management Standards
We adhere to any Enterprise Systems Store-recommended standards for data lifecycle management and data destruction. This ensures your data is managed efficiently and securely throughout its lifecycle, providing peace of mind and compliance with best practices.
Robust Multi-Tenant Architecture
Experience secure and efficient data management with our multi-tenant architecture, ensuring complete isolation and encryption of customer account data, policies, and configuration settings. Your data is protected with the highest standards of security.
Comprehensive Auditable Logging
Benefit from our auditable logging and tracing capabilities that simplify debugging and troubleshooting. Maintain transparency and control over your data and operations with detailed, easily accessible logs.
High Availability and Disaster Recovery
Our solution guarantees high availability and rapid disaster recovery, ensuring minimal service interruptions and quick restoration of service in case of disruptions. Keep your operations running smoothly and reliably at all times.
Superior Support Standards
Enjoy peace of mind with support that meets any CRM Store-recommended levels. Our product is designed to provide timely and effective assistance, ensuring your contact center operates without a hitch.

Advanced Security Features for Peace of Mind

Our Connector for Genesys PureCloud is engineered with cutting-edge security features and robust development standards, ensuring your contact center operates safely and efficiently. Discover the key features that set our solution apart.

Encrypted Communication Channels
Safeguard your communications with industry-leading encryption. All data exchanges are secured to protect against unauthorized access, ensuring confidentiality and integrity.
Configurable Authentication Policies
Enhance your security posture with customizable authentication policies. Tailor authentication methods to meet your specific security requirements, providing robust protection for your systems.
Protection Against Software Vulnerabilities
Our solution is fortified against common software vulnerabilities, such as operating system exploits, SQL injection, memory corruption, and information leaks. Enjoy a secure and reliable environment for all your operations.
Secure Software Development Lifecycle (SDLC)
Developed with a secure software development lifecycle, our product integrates security into every stage of development. This ensures a robust and secure solution, giving you peace of mind.

Ensuring Your Data Privacy and Security

Our Smart Connector for Genesys PureCloud is designed with your data privacy and security in mind, ensuring compliance with stringent European Union regulations. Here’s how we protect your data and meet regulatory requirements.

EU Data Privacy Compliance
Our product fully complies with European Union data privacy requirements, ensuring that your data is handled with the utmost care and in accordance with the highest standards of data protection.
EU Access Only
To adhere to data protection regulations, our solution restricts remote data access and storage to countries that have implemented the EU Data Protection Directive. This ensures that your data remains within the secure boundaries of compliant countries.

Tailored for Global Reach and Local Excellence

Our Smart Connector for Genesys PureCloud is designed to meet the diverse needs of a global customer base, ensuring seamless usability and adherence to local business practices. Explore the features that make our solution perfect for international operations.

Internationalized for Global Customers
Our product supports multiple languages and character sets, including Unicode, to meet the needs of global customers. This internationalization ensures that users across different regions can use the solution effectively.
Translated User Interfaces and Documentation
User interfaces and documentation are available in multiple languages, making it easier for users worldwide to understand and utilize our solution. Please refer to the product documentation or contact us for more details.
Localized for Business Best Practices
Our solution is localized to incorporate local business practices, such as supporting regional currencies and standards. This ensures that the product is tailored to meet the specific needs of different markets.

Explore Our Connectors in Action

Explore our video gallery to see how our Microsoft® Dynamics 365 Connector for Genesys PureCloud™ can transform your contact center operations. Watch detailed demos, customer testimonials, and expert insights to understand the full potential of our solutions. Experience firsthand how our innovative integrations enhance efficiency, productivity, and customer satisfaction.