VisionPhone – see customer data the moment the phone rings
The phone rings, and you have no idea who is on the line until the conversation is well underway. With phone integration for Business Central, VisionPhone instantly shows the caller's name, orders and finances – and logs the call on the customer – so you deliver personal service from the first second.
Connect ERP data and telephony – get a smarter workday
With VisionPhone you get a solution that makes your workday more efficient and ensures you know your customers' information and financial data when they call
Greet the right person when the phone rings
Automatic integration between your telephony and ERP data gives you quick access to the information you need.
Professional, friendly customer dialogue
Get access to customer data the moment the call comes in, so you can offer a more targeted and personal service – every time.
Instantly see who is calling, plus their name, financial data and more
Centralized and automatic call logging makes it easy to keep track of events and improves your company's overall overview.
Advanced phone integration that creates value
VisionPhone gives you the customer data you need the moment the phone rings, so both your internal work and the conversation itself run smoother. when you have the customer on the line
Automatic caller identification
Get instant access to customer and account information when the phone rings. VisionPhone identifies the caller and pulls data directly from Business Central.
Dynamic display of customer data
See all relevant customer information while you're on the call – from previous orders and invoices to current projects and new orders – available on the first screen.
Efficient call logging
Save call information directly in the system as notes, activities or cases, ensuring central documentation without extra steps.
Follow-up and notes
Create follow-up tasks and notes during or after the call, directly in Business Central, so nothing is forgotten.
Integration with the most common telephony systems
VisionPhone works seamlessly with leading telephony providers, ensuring user-friendly setup and operation from day one.
Custom views
Tailor the app's views and data to different users or teams, so everyone immediately sees what is relevant to their role; master data, previous orders, outstanding invoices and more.
Phone system integration with Business Central
Instantly see who is calling and their relevant master data, orders, finances and more, so you are ready to serve the customer with a personal welcome that shows you know them
Better workflows 01
Improved workflows and increased productivity
By bringing telephony and ERP together in one system, VisionPhone reduces the need for manual updates and system changes. It makes the workday easier and gives you time to concentrate on your core tasks - and the person calling in.
Effective Logging 02
Automatic logging and documentation of phone calls
All phone calls, notes and relevant information are automatically logged under the relevant customer or project in Business Central. This feature helps to keep track of communication and ensures that nothing is lost.
Valuable insights 03
Turn call data into better decisions
VisionPhone lets you log all call data so you can analyze communication patterns, optimize resources, and make better decisions. Use insights to strengthen both sales focus and customer service.
Easy integration 04
Seamless integration with Business Central
VisionPhone integrates directly into your Business Central platform, allowing you to bring telephony and ERP together in one place. That means less system switching and more time for what really matters -- your customers.
Individual customization of the pop-up screen 05
Tailored to your needs
With VisionPhone, you can customize settings to suit your company's unique workflows. From notification settings to data fields, everything can be adjusted to match your processes. What information from your Business Central do you want to be shown when the individual customer or business partner calls you? Name, last order, new order, amount owed, ongoing project or something else entirely?
Direct call 06
Make calls directly from Dynamics 365 Business Central
Get rid of switching between phone apps. VisionPhone allows you to call directly from Dynamics 365 Business Central by simply clicking on the phone number. Efficient and intuitive.
Customer Overview 07
Automatic customer identification provides better service
With VisionPhone, you can instantly see who is calling in. Incoming calls are automatically matched with customer data in Business Central, allowing you to quickly access information that gives you a stronger starting point for the conversation.
Pricing for VisionPhone
for up to 10 Business Central users in the license - annual subscription and automatic renewal.
Save 5% on an annual subscription
- For businesses with up to 10 users in the Business Central license
- For annual subscription, the price will be 1425, - DKK per month
- For businesses with up to 50 users in the Business Central license
- For annual subscription, the price will be 3325, - DKK per month
Make your workday smarter with our apps
See more of our innovative apps that simplify your workflows and increase efficiency. From inventory management to integrations and more. Our apps are designed to make a difference in a complex world.
Frequently asked questions
Inspired, but still have questions? Below we have gathered the questions new customers ask most often — they may also give you a better feel for the solution:
Can we view other data from Business Central when the phone rings?
Yes, there is a standard VisionPhone card from Business Central that appears when the phone rings and displays relevant data from the master card in Business Central, but you can have this card customized exactly to what you may find relevant and current to show by data from Business Central when the customer or supplier calls you.
What does VisionPhone cost?
DKK 1,425 per month for up to 10 Business Central users and DKK 3,325 per month for up to 50 users – on a yearly subscription, saving you 5%. If your license has more than 50 users, contact us for a price.
Which phone systems does VisionPhone work with?
VisionPhone works with the most common phone systems and is quick to set up. Book a demo and we will clarify the setup for your specific telephony.
Are calls logged automatically?
Yes. Calls are automatically logged on the relevant customer or project card in Business Central, and you can create notes and follow-up tasks during or after the call, so nothing is forgotten.
Can we call directly from Business Central?
Yes. Click the phone number in Business Central and VisionPhone places the call – no switching between phone apps.
Phone integration for Business Central – know the customer from the first second
When the phone rings, knowing who is calling makes all the difference. VisionPhone instantly shows the customer's name, orders and financial data from Business Central when the call comes in – and logs the call on the customer or project card, so the documentation follows automatically.
You decide which data the pop-up card should show – master data, latest order, outstanding amount or current project – and you can call directly from Business Central with a click on the phone number. VisionPhone works with the most common phone systems and is quick to set up.
From DKK 1,425 per month for up to 10 Business Central users on a yearly subscription.
Let's optimize your business today
Over the years we have seen — and solved — a lot of the challenges our customers struggle with. Maybe we can help you too, by digitalising manual workflows and making them efficient. We happily accept the challenge.
