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CTI Integration for Dynamics 365 Powering a Unified Agent Desktop for a US Telecom Contact Center

MoreYeahs unified telephony across Genesys Cloud, Twilio, and PureConnect into a single Dynamics 365 agent desktop for a US telecommunications contact center.

Nov 1, 2025
Published
MoreYeahs
Author
Overview
  • Industry: Telecommunications
  • Region: USA
  • Engagement: Dynamics 365 + USD + CTI
  • Focus: Contact Center Agent Desktop Modernization
Objectives
  • Unify agent tooling across on-premises and online Dynamics 365 environments
  • Deliver consistent screen-pop, call control, and activity logging
  • Support multiple CTI providers within one integration architecture
  • Modernize the contact center without disrupting live operations
01 / 07

Customer

The client is a US-based telecommunications organization operating a multi-platform contact center environment across both on-premises and online Dynamics 365 deployments.

Managing a large volume of voice and digital customer interactions, the organization needed a unified agent desktop with integrated telephony, activity logging, and screen-pop capabilities, and engaged MoreYeahs to achieve interoperability across its legacy and modern infrastructure.

02 / 07

Business Challenge

The contact center operated across a mixed environment of on-premises and online Dynamics 365 deployments, making consistent agent tooling and data access complex to achieve.

01

Mixed Environments: On-premises and online Dynamics 365 deployments made consistent agent tooling and data access complex.

02

Fragmented Integrations: Agents needed screen-pop, call control, and consistent activity logging, but existing integrations were fragmented and unreliable.

03

Zero-Disruption Requirement: Dynamics 365 and its telephony integrations needed modernizing without disrupting live customer support operations.

04

Multiple CTI Providers: Genesys Cloud, Twilio, and PureConnect were all in use across different parts of the organization, requiring a flexible integration architecture.

03 / 07

Solution

MoreYeahs delivered CTI integration for both Dynamics 365 classic (on-premises) and the modern Dynamics 365 online environment, providing a consistent agent experience across both platforms.

Unified Agent Desktop: Unified Service Desk (USD) integrations delivered screen-pop, call controls, and activity logging in a single interface.

Multi-CTI Interoperability: Genesys Cloud, Twilio, and PureConnect were all connected within the unified agent workspace.

Phased Deployment: A phased approach minimized risk to live customer support operations throughout the transition.

04 / 07

Implementation

The engagement began with a comprehensive technical discovery phase to map all existing CTI integrations, call flows, and agent workflows across both on-premises and online Dynamics 365 environments.

Technical Discovery: Existing CTI integrations, call flows, and agent workflows were mapped across both environments.

USD Configuration: Hosted controls and custom actions were defined to support screen-pop and call control for each CTI platform.

Independent Connector Builds: Connectors for Genesys Cloud, Twilio, and PureConnect were developed and tested independently before integration into the common USD framework.

Phased Rollout: Teams and telephony platforms were migrated incrementally to reduce the blast radius of any integration issues.

05 / 07

Technology

The solution was built on Dynamics 365 Customer Service in both classic (on-premises) and modern online configurations, with Unified Service Desk providing the agent desktop layer.

Unified Service Desk (USD): Hosted controls, actions, and event-driven scripting integrating CTI functionality into the agent interface.Genesys Cloud, Twilio & PureConnect: Connected via their respective APIs and SDK connectors within a flexible multi-CTI architecture.Dataverse: Governed storage for configuration data, agent workflows, and interaction records.Integration Layer: CTI platforms, routing engines, and enterprise systems connected to complete the contact center ecosystem.
06 / 07

Results

Agent productivity improved significantly through a unified interaction handling environment that eliminated the need to switch between multiple tools during customer engagements.

01

Higher Agent Productivity: Agents no longer needed to switch between multiple tools during customer engagements.

02

Consistent Customer Context: Agents retained full interaction history and account data regardless of channel or CTI platform.

03

Improved Reporting: All activity is now logged consistently in Dynamics 365 regardless of the originating telephony platform.

07 / 07

Business Impact

The organization achieved a modernized contact center architecture without service disruption, establishing a foundation for further digital transformation of its customer support operations.

01

Zero-Disruption Modernization: The contact center was modernized without any interruption to live customer support.

02

Future-Ready Architecture: The flexible multi-CTI framework can accommodate additional telephony providers as the organization's landscape evolves.

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