Forum Discussion
Microsoft Phone System integration with Dynamics365 CRM
Hi Kevin_Wydra, I'm not sure if you can expect a native integration for Teams Phone System and Dynamics365 in the near future. I'd say this is usually partner business.
There are a few partners who offer (third party) software services to integrate CRMs and telephony. E.g.
- Anywhere365,
- Luware,
- LandisTechnologies
- ...
The question is what are your requirements?
And is there a need for phone system integration or could maybe a bot integration or similar do the job? So, in case you need reverse number lookup and display a number based on your CRM etc. you probably need a third party software service/integration.
I completely agree that there absolutely should be native Screen pop (i.e. CRM PHONE CALL Activity) integration from MS Phone System to Dynamics 365. No need for a Vendor IMO. An incoming call should lookup via DID or DNIS match to a CRM phone number field and pop into Account, Contact, (lead if no match), Case or Opp.
If we want to do better than Salesforce, then lets actually do better. This is but one really simple battle card item to do just that. We'll talk about call recording and outbound calling campaigns later.
Any news about this crm / teams integration? maybe going to use teams phone system end would be nice to now a bit more about crm / teams integration...
- Nothing yet. I wish I knew if this was on the Roadmap. If it weren't we would build and support it as an offering
Devman2k We have written a Microsoft Teams Integration (In Meeting Application that is wired into Dynamics 365. It's in beta now. If there are anyone interested in Beta testing this application please let me know. While this is not Voice integration in CRM. It does enable Teams users the ability to track there current teams calls in CRM.
