Support Capabilities BeyondTrust Remote Support Adds to Microsoft Dynamics CRM

BeyondTrust Remote Support is multi-platform, so technicians can support desktops, laptops, servers and mobile devices across Operating systems.

  • Technicians can initiate remote support sessions directly from the Microsoft Dynamics CRM case detail screen
  • BeyondTrust Remote Support updates Microsoft Dynamics CRM cases with details from each remote support session, including chat transcripts
  • BeyondTrust Remote Support's post-session survey results are automatically included in updated case details
  • BeyondTrust Remote Support’s advanced logging capabilities give a complete record of the remote support transaction

Microsoft Dynamics CRM with Secure Remote Support

Generate a BeyondTrust Remote Support session key directly from the Microsoft Dynamics CRM case detail screen.

Support and IT organizations using Microsoft Dynamics CRM can improve service levels, centralize support processes and strengthen compliance by integrating with BeyondTrust Remote Support.

Integrating Remote Support increases the effectiveness of your support technicians by tying remote support, secure chat and incident based mobile device support to Microsoft Dynamics CRM.

BeyondTrust + Microsoft Dynamics CRM Brochure

Automatically Update Microsoft Dynamics CRM Cases with Support Details

Microsoft Dynamics CRM Cases are updated with details from the remote support session

Integrating BeyondTrust Remote Support with Microsoft Dynamics CRM means your CRM cases will give a fuller view of your interactions with customers.

Whenever you support a customer, BeyondTrust Remote Support updates the case with details from the remote support session.

BeyondTrust Remote Support ensures the audit trail is complete by recording chat transcripts and full session details.

And transcripts of the sessions are automatically saved in case details where they can be easily reviewed by technicians and managers.

You can even monitor customer satisfaction and support performance at the end of each session with BeyondTrust Remote Support’s customizable surveys. Administrators can survey both the customer and the support technician, then run reports on the answers given.

Integrated Chat Support with Remote Control

Integrating BeyondTrust Remote Support with Microsoft Dynamics CRM gives you a complete remote support solution. BeyondTrust Remote Support includes secure chat support capabilities, so you can offer live help from your website, knowledgebase or self-service support portal.

With BeyondTrust Remote Support, you can easily move from chat support to screen sharing and remote control. After the support session, BeyondTrust Remote Support updates the support record with the chat transcript and details from the remote support session.

BeyondTrust Remote Support gives both you and your customer a seamless support experience.