Search code examples
dynamics-crmmicrosoft-dynamicsdynamics-365

Dynamics 365 V9 phone call with Teams


A customer of mine says that when he clicks on a contact's phone number in CRM, a window appears asking how he wants to make the call. He selects Teams, but then an hourglass appears and nothing else happens, no error message.

I would like to test, but in System Settings/General, checkbox "Set the telephony provider (Select provider for Click to call)" there is only Skype or Skype for business. And when I click on a phone number, in the customer's environment, only Skype appears: I guess that it is because I am not part of the company's Teams users. How can I check in CRM the settings of the connection with Teams? I searched a lot, but only found how to integrate CRM inside Teams.


Solution

  • This is more of a Microsoft Teams feature delivery, as currently the click-to-call feature is missing with Teams. MS Teams uservoice

    One of the user talking about Dynamics setup in uservoice and this community thread gives you more context.

    Probably, once that idea is implemented, then Skype/Skype for Business maybe retired and Teams will be the only click-to-dial telephony integration for Dynamics. But not sure.

    Btw, Dynamics is having a Channel Integration Framework which is more powerful and some partners already having products around that CIF.