Forum Discussion
Kevin_Wydra
Jul 10, 2019Copper Contributor
Microsoft Phone System integration with Dynamics365 CRM
Does anyone know if an integration between the Microsoft Phone System in Teams and Dynamics365 CRM is in the works? Would like to switch from our existing cloud hosted phone system provider to Micro...
Devman2k
Mar 11, 2020Brass Contributor
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.
Lars86
Apr 22, 2020Brass Contributor
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...