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Integrate your Xelion telephone system with CRM software (PrefectView or Microsoft Dynamics 365). Easily start phone calls… Integrate your Xelion telephone system with CRM software (PrefectView or Microsoft Dynamics 365). Easily start phone calls from your CRM software and always have the right information about the person on the line available. Convenient. Standard version features Click-to-dial With click-to-dial, you can easily set up a call from your CRM software (PrefectView or Microsoft Dynamics 365) using your Xelion softphone or desk phone. History The History feature adds a note to the customer record for every outgoing and incoming call, giving you an overview of all contact with your customer. Address book import At the push of a button, addresses can be imported from your CRM software into the Xelion telephone system. Customer record Always have all your customer details at hand by automatically displaying the customer record when a customer calls.