Integrate With Microsoft Dynamics 365

Microsoft Dynamics 365 is an all-in-one CRM and ERP platform that helps organizations manage customers, sales, marketing, and business operations effectively. Using Dynamics 365 alone, though, may not fully cover phone-based communication — an essential channel for connecting with customers and partners — which is why integrating Dynamics 365 with a Cloud PBX rounds out the picture.

Yeastar P-Series Cloud Edition is a cloud PBX that connects to applications through its API. Combined with Microsoft Dynamics 365, users can access call data and contact history directly from Dynamics 365, so sales and support teams see complete information during every conversation — all while keeping the full call quality and feature set of Yeastar P-Series Cloud Edition.

Key Features

Embedded Linkus plugin

The Linkus client is embedded directly into the Dynamics 365 interface, so users can manage all communication inside the CRM without switching between systems.

Make and receive calls

Make and receive calls directly from Dynamics 365 through the embedded plugin — no separate device or app required.

Caller ID to contact name

When a call comes in, the system automatically looks up and displays the caller's contact information from Microsoft Dynamics 365, so users know exactly who is calling.

Real-time contact query and sync

The system retrieves and displays external caller details in real time, so users always see up-to-date, accurate contact information.

Contextual call popups

When a call arrives, matching customer information appears automatically, giving users full context to have a focused, relevant conversation.

Create new contact

Users can save an unrecognized caller as a new contact in Microsoft Dynamics 365 instantly, keeping the CRM database continuously up to date.

Native click to call

Start a call directly by clicking any phone number inside Microsoft Dynamics 365 — fewer steps, more convenience.

Phone call activity logging

Call activity is logged in Microsoft Dynamics 365 automatically, during and after each call, with details such as caller information and call duration, plus the option to add notes (subject, direction) for a complete, reviewable record.

Access to call recordings

Play back call recordings stored on the PBX directly from the call activity log in the CRM.

One-click login

Sign in to Linkus for Dynamics 365 securely with a single click — no password to remember or type.

Requirements

Microsoft 365

License: your organization needs one of the following Microsoft 365 plans:

• Microsoft 365 Business Basic
• Microsoft 365 Business Standard
• Microsoft 365 Business Premium
• Microsoft 365 Apps for Business

Service: your organization must use Microsoft Dynamics 365 Sales as its CRM.

PBX server

Firmware: version 84.19.0.22 or later

Browser

• Microsoft Edge
• Google Chrome
• Opera

Integrating Yeastar P-Series Cloud Edition with Microsoft Dynamics 365 lets your organization manage communication and customer data from one place, cutting complexity, adding convenience, and helping your team respond to customers more effectively.