TeamViewer for Microsoft Dynamics 365 and CRM

The TeamViewer integration to Microsoft Dynamics 365 and CRM version 2013/2015/2016 brings the power of TeamViewer remote control technology to your CRM console.

Reasons to integrate TeamViewer with Microsoft Dynamics

Community Support

Looking for additional information about our integration with MS Dynamics? Please visit our support page at the TeamViewer Community.

Benefits

With TeamViewer, you can easily create service cases and provide remote support right from your Microsoft Dynamics 365 and CRM consoles. This includes cases, contacts, accounts, leads, and opportunities. The remote troubleshooting experience is improved by optimizing communication between users and call center staff. Remote control is proven to increase efficiency of service desks and improve customer satisfaction significantly.

Features

Create and join a support session directly from the MS Dynamics screen.

  • Share session information via email. You can set different email templates per user group or source type i.e. case or contact.
  • Customer joins the session with a simple click. Now added support for iOS screen sharing!
  • Per case and company-wide reports and dashboards now available within MS Dynamics, along with advanced search and filtering features.
  • Supporter notifications as soon as the user becomes available to accept the connection, enabling the agent to work on multiple remote control cases at once.

Download the TeamViewer app from AppSource

Simply download the integration app from the AppSource and when prompted link your existing or new TeamViewer license with your account.

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