Forum Discussion

Kevin_Wydra's avatar
Kevin_Wydra
Copper Contributor
Jul 10, 2019

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...
microsoft teams
Lars86's avatar
Lars86
Brass Contributor
Apr 22, 2020

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...

Devman2k's avatar
Devman2k
Brass Contributor
Aug 11, 2020
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's avatar
    Devman2k
    Brass Contributor
    Feb 27, 2021

    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. 

    • HUBERTAPOG's avatar
      HUBERTAPOG
      Copper Contributor
      Feb 03, 2022

      Devman2k 

       

      Hello Bryan, I would be interested to have more details on your beta API to connect a CRM / ERP to Teams phone system. If I understood correctly, when an agent receives a call from Teams from his client or prospect, automatically he will be able to find the account or prospect record on Dynamics (or others softwares ?) associated with the incoming phone number?

    • Jeff_long's avatar
      Jeff_long
      Copper Contributor
      Apr 20, 2021
      Hi Bryan,
      I'm interested in that solution.
      Please let me know how I can get and test it.

      Thanks
    • KristianWilsky's avatar
      KristianWilsky
      Copper Contributor
      Apr 14, 2021
      Hi Bryan.

      We would also be interested in testing you software.

      Best regards
      Kristian
  • Keltec-AU's avatar
    Keltec-AU
    Copper Contributor
    Feb 23, 2021

    OK so we're at a cross-roads with this.  We're looking at other voice providers and 3rd party products to link VOIP with Dynamics, purely because Phone System wasn't available in Australia.  With the changes to the SBC model, we can now look at running Teams Phone with local SIP / PSTN providers, but I see the gap here now that this would leave with Dynamics integration.  

     

    Devman2k I agree that maybe this isn't on the cards - I can't find anything about this either.  Perhaps the CIF could work?  Perhaps the Teams/Dynamics integration that already exists could be extended to support call outcomes and call lookups in teams and infeed the data in to Teams in a creative way.

     

    The thing is, there are other partners that are already offering this but not native Phone System / Teams integration without extra cost.  So it's the likes of Twilio, Aircall, Ring-Central, Anywhere365, Tenfold etc. that can come to the party to connect 1 Microsoft product to another Microsoft product 🙂

     

    Devman2k how quickly can you write it? 🙂

     

     

    • DynamicsonsultingGmbH's avatar
      DynamicsonsultingGmbH
      Copper Contributor
      Apr 28, 2021

      Keltec-AU We have a Solution in place, Prodcut Site not in English at the Moment, but the Prodcut is avaialbe in English as well 

       

      https://www.dynamicsconsulting.de/de/dynamics-365-crm-erp/dynamics-365-integration/dynamics365-telefon-integration

       

      We would be happy to demo the solution to you guys

      • David_Cooksey's avatar
        David_Cooksey
        Copper Contributor
        Apr 28, 2021

        DynamicsonsultingGmbH 

        Thank you for your reply. The product looks useful and interesting. Our current use of D365 does not involve volume calling x multiple personnel so we need to keep product costs to a minimum. Having said that I would be interested to know more.