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Microsoft Dynamics CRM integration with 3CX Phone System

Your cloud phone system and Dynamics CRM can work together seamlessly. Improve your team’s efficiency and customer service with this integration.

Your team will be able to track every call in one place thanks to our integration with Microsoft Dynamics CRM.

Customer data will be automatically synced, saving time for employees by eliminating the need to use different platforms at the same time.

If customer service is vital to business, our phone system integration will allow you to handle calls as efficiently as possible while also maximising the value of your clients’ data.

Team members will know who is calling and will be able to engage with people fast and efficiently, resulting in better service and happier customers.

3CX integration with Microsoft Dynamics CRM

Plexus Communications can set up your integration between Dynamics 365 and 3CX cloud phone system.

Contact us today on 1300 302 276, or use our contact form to request more information.

Feature Overview

We have features ready to use and easy to customise to fit your needs. We can also analyse your needs and develop a tailored solution to maximise the value of your integration.

Contact us for more information and a no-cost consultation on how integrating Dynamics CRM with your phone system can boost productivity and improve customer service.

Contact Sync

CRM contact name is automatically shown on your phone’s screen during calls.

Screen popup

Contact information from Dynamics CRM pops up automatically when receiving a call.

Click to call

Start a call directly from Dynamics by clicking on a phone number.


Call Journaling

Call details (such as time, duration, type of call) are stored automatically into Microsoft Dynamics.

Chat Journaling

Chat sessions are automatically logged into Dynamics.

Contact creation

Automatically create a contact when a call is made or received from an unknown number.


Let’s discuss your requirements and find the most suitable integration solution for your business

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    4.8 35 reviews

    • Avatar Michael Stillman ★★★★★ 9 months ago
      I have dealt with Plexus for over 15 years & have found them extremely professional & have always delivered on time, & we have their VOIP phones in our office which are … More fantastic.
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      Great service and highly recommended. Very professional and excellent communication throughout the whole process. The team has been very helpful and always available to assist us.
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      I would highly recommend anyone reaching out to the team at Plexus for any business communication issues. The team are professional with super prompt reply and technicians. Big shout … More out to Faye for all her exceptional communication and Jack the technician. So incredibly happy to be assisted so promptly and have the issue resolved. Great work Plexus
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