Call automation for data driven teams | FreJun

Microsoft Dynamics Contact Center: 2025 User Guide

Microsoft Dynamics Contact Center: 2025 User Guide

Are you struggling to manage growing customer expectations while keeping your contact center efficient and connected? You’re not alone. Many enterprises face the challenge of balancing responsiveness with operational efficiency across channels like voice, chat, and email. That’s where a modern CRM setup becomes a game-changer. As customer journeys become more complex, contact center leaders are under pressure to streamline communication, personalize interactions, and deliver faster resolutions all without overwhelming their agents. Legacy systems simply can’t keep up with this demand, leading to dropped calls, delayed responses, and frustrated teams.

To stay competitive in this environment, companies are adopting flexible, cloud-based CRM platforms like Microsoft Dynamics Contact Center. When paired with smart voice automation tools like FreJun, the transformation is even more powerful. Agents become more productive, managers gain real-time insights, and customers enjoy a seamless, responsive support experience. This guide walks you through how Microsoft Dynamics Contact Center, especially when paired with FreJun’s voice automation features, can help you modernize workflows, reduce manual overhead, and deliver consistently exceptional customer service.

Why Microsoft Dynamics for Contact Centers?

Microsoft Dynamics Contact Center has earned its place as a leading solution for enterprise-grade customer engagement. Microsoft Dynamics 365 is a trusted platform for organisations that demand intelligent customer engagement. Designed for enterprises, it offers a comprehensive suite of tools to manage, track, and optimise every customer interaction across multiple channels.

Microsoft Dynamics for Contact Centers

When it comes to contact centers, Microsoft Dynamics stands out for its scalability, intuitive dashboards, and deep integration capabilities. It enables customer service agents to engage efficiently, resolve queries quickly, and build long-term customer relationships. The platform brings together CRM data, automation, and insights all in one place.

When paired with an intelligent voice platform like FreJun, Microsoft Dynamics Contact Center becomes even more effective. Contact centers experience thanks to features like auto-call logging, sentiment tagging, and real-time transcriptions that allow agents to stay informed and proactive.

Top Features of Microsoft Dynamics Contact Center

Microsoft Dynamics Contact Center isn’t just another CRM tool. It’s a communication powerhouse with features purpose-built for call centers and service teams.

Features of Microsoft Dynamics

  • Omnichannel Engagement: Manage calls, emails, chat, and social messages from a single interface. This helps reduce silos and keeps the customer experience consistent.
  • AI-Powered Insights: Dynamics leverages AI to provide real-time agent guidance, recommended responses, and sentiment analysis during live interactions.
  • Dynamic Dashboards: Supervisors can monitor metrics such as response time, resolution rate, and call volumes to optimise team performance.
  • Automated Workflows: You can create smart routing rules, assign tasks automatically, and set escalations to ensure nothing slips through the cracks.

When combined with FreJun, these features unlock even more value. Teams benefit from instant click-to-call capabilities, real-time transcription, and automatic call notes saved directly in Dynamics.

How to Set Up Microsoft Dynamics for Contact Center Use

Setting up Microsoft Dynamics Contact Center correctly ensures that your agents, workflows, and tools function in perfect alignment. With the right structure in place, teams can deliver faster, more accurate service while minimising manual overhead.

Step 1: Define Your Customer Support Workflows

Start by identifying every customer touchpoint your contact center handles, from new inquiries and support tickets to escalations and follow-ups. Within the Dynamics 365 Customer Service Hub, build service flows using case management and queue structures. These help route interactions efficiently and align agent responsibilities to specific workflows.

Set Up of Microsoft Dynamic

Step 2: Activate and Configure Communication Channels

Microsoft Dynamics allows integration with multiple communication channels such as voice, live chat, email, and SMS. Through the admin settings, enable only the channels you use and customize each for business hours, escalation paths, and SLA handling. Role-based permissions ensure only designated agents have access to sensitive conversations.

Step 3: Connect FreJun for Voice Calling

For voice enablement, integrate FreJun into Microsoft Dynamics using its API or available connectors. This setup enables one-click calling, automatic call logging, and real-time transcription inside Dynamics. You’ll also gain access to FreJun dashboards and call summaries, which simplify coaching and quality assurance.

Step 4: Set Roles, Teams, and Permissions

Before going live, define clear user roles within Dynamics, such as agents, supervisors, and quality managers. Assign permission levels that control access to data, workflows, and reporting. For FreJun, ensure agents are authorised to initiate calls and supervisors can view call recordings and performance reports. This structured access ensures a smooth, secure setup.

Voice Integration: Making the Most of Every Call

Voice conversations remain one of the most effective tools in customer service. They offer real-time engagement, human empathy, and a direct path to resolution.  By integrating FreJun with Microsoft Dynamics Contact Center, contact centers gain access to features that streamline operations and eliminate manual overhead:

VOIP Integration

  • Click-to-Call: Agents can initiate calls directly from customer records without switching tabs or using external dialers.
  • Auto-Logging: Every call is automatically captured with time stamps, caller ID, duration, and agent notes saved directly into Dynamics.
  • Transcription & Sentiment Tagging: FreJun’s AI transcribes conversations in real time and tags them based on tone, mood, and urgency. This helps prioritize callbacks and improves post-call follow-ups.
  • Searchable Call History: Supervisors and agents can revisit past calls, search by keyword or sentiment, and use recordings for training or dispute resolution.

Integrating FreJun doesn’t just enhance call quality; it empowers agents to act with speed and accuracy, reducing the risk of errors and improving accountability.

Best Practices for Contact Center Optimisation

Running an efficient and responsive contact center requires a combination of the right tools, strategies, and continual refinement. Here’s how FreJun and Microsoft Dynamics Contact Center create the foundation for long-term success:

Contact Center Optimisation

  • Leverage Call Recordings for Training: Use FreJun’s call recordings to conduct agent evaluations, build onboarding programs, and model best practices. Supervisors can pinpoint coaching opportunities and reward strong performers.
  • Automate Repetitive Workflows: Automate tasks such as follow-ups, ticket assignments, and call tagging using Microsoft Power Automate. When connected with FreJun, these workflows help reduce delays and ensure consistency.
  • Use Real-Time Dashboards for Team Oversight: FreJun’s dashboards provide managers with live updates on agent activity, call queues, and key metrics. This makes it easy to spot bottlenecks and shift resources dynamically.
  • Encourage Self-Assessment with Call Insights: FreJun enables agents to review their performance using AI-generated summaries. This fosters accountability and professional growth.

When contact centers embrace these practices, both customer experience and operational agility improve, creating a smarter, more responsive support environment.

Key Takeaways

Microsoft Dynamics Contact Center

Microsoft Dynamics Contact Center offers a powerful foundation for delivering modern, omnichannel customer support. When enhanced with FreJun’s voice automation features, teams can streamline call handling, reduce manual effort, and create a more connected support experience. From one-click calling to smart call insights, this combination empowers both agents and supervisors to work smarter and serve customers better.

  • Microsoft Dynamics Contact Center offers a robust, flexible platform trusted by enterprises for omnichannel communication.
  • Teams that integrate voice capabilities directly into the CRM see immediate operational benefits.
  • FreJun delivers seamless voice integration, allowing agents to make calls, auto-log conversations, and track performance without leaving Dynamics.
  • Combined workflows between Dynamics and FreJun save support teams hours of manual work every week.

Final Thoughts

Calling Features

Microsoft Dynamics Contact Center becomes exponentially more powerful when enhanced by FreJun’s voice intelligence features. While Dynamics provides the core structure, FreJun ensures every voice interaction is insightful, measurable, and action-ready. 

FreJun isn’t just a calling tool; it’s the communication layer that modernises and future-proofs the Microsoft Dynamics Contact Center experience. For teams that value speed, accuracy, and insight, this combination is the ultimate game-changer. Microsoft Dynamics Contact Center is a feature-rich solution, but it truly excels when paired with intelligent voice tools. FreJun fills a crucial gap in contact center workflows, enabling smarter, faster, and more accountable conversations.

The combination is ideal for organisations that value performance, compliance, and customer satisfaction. For 2025 and beyond, FreJun is the ideal voice partner for businesses using Microsoft Dynamics Contact Center to run their contact centers.

Try FreJun Free for 3 Days →

Further Reading – UAE Virtual Number: Step-by-Step Setup Guide for Beginners

FAQs

Q1: How can agents save time when making customer calls from the CRM?

FreJun enables agents to make one-click calls directly from the CRM, thereby reducing the time spent on manual dialing and enhancing overall efficiency.

Q2: How can teams manage calls and notes without switching between different tools?

FreJun offers a built-in calling experience inside the CRM, helping agents stay focused by handling everything from one central place.

Q3: How can managers quickly find important information from previous customer conversations?

With FreJun, all calls are automatically recorded and transcribed, making it easy to search, review, and share key details in seconds.

Q4: How can team performance be monitored during voice support operations?

FreJun provides real-time analytics with insights into call duration, sentiment, and resolution time, helping managers track and improve performance.

Q5: How can voice features be added to the CRM without disrupting current workflows?

FreJun integrates smoothly into the CRM and activates advanced voice capabilities like auto-logging, call summaries, and recording without any complex setup.

Website |  + posts

Subhash is the Founder of FreJun, the global call automation platform. With 8+ years of entrepreneurial experience, FreJun was established to help customers with their voice communication needs. The goal of FreJun is to develop cutting edge technology and solutions to help customers.