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CRM integration
One Net Operator Console can integrate with Customer Relationship Management (CRM) applications.
When integrated with CRM applications, One Net Operator Console can:
- Gather information from the CRM applications.
- Search through the contacts of the CRM applications.
- Manage calls moving through the CRM application.
- Log calls in the CRM applications.
One Net Operator Console supports the following CRMs:
- Microsoft Dynamics 2016 (version 8.0 of December 2015)
- Microsoft Outlook (2013/2016)
- Salesforce CRM (version 35 onwards)
- SugarCRM (version 7.0 onwards)
Microsoft Outlook integration
Microsoft Outlook can only be added once as a local integration. The only available configurations for Microsoft Outlook are description message and enable/disable integration. One Net Operator Console can only search contacts and log calls.
Salesforce CRM integration
Salesforce CRM requires a license with support for REST API calls. Check with Salesforce CRM support if your licence is supported.
To add a CRM integration
- Select CRM Integration.
- Select
. - Select the CRM provider you want to integrate with.
- Enter the validation details.
Each provider has specific validation details. - When the validation is complete, in the Authentication window, enter valid credentials for the CRM provider.
Microsoft Outlook integration
You don't need credentials to configure and to use Microsoft Outlook.
MicrosoftDynamics integration
When configuring Microsoft Dynamics, provide the Server URL and Client ID.
To edit a CRM integration
- On the main One Net Operator Console window, select CRM Integration.
- Select
of the CRM integration you want to edit.
Microsoft Outlook integration
You don't need credentials to configure and to use Microsoft Outlook.
To manage CRM integrations
You can change the order in which One Net Operator Console uses CRM integrations. One Net Operator Console uses the first CRM integration in the list.
- On the main One Net Operator Console window, select CRM Integration.
- Select the CRM integration you want to move in the list.
- Select
or 
to change the order of CRM integrations.
To remove a CRM integration
- On the main One Net Operator Console window, select CRM Integration.
- Select the CRM integration you want to remove.
- Select
.
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