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
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
  • David_Cooksey's avatar
    David_Cooksey
    Copper Contributor
    Apr 11, 2021

    Devman2k Your solution may meet our needs to. I want to .quick create a Lead in MSDCRM having take a phone call on Teams, particularly on mobile/handy/cell phone format. I will be looking at Power Apps but your development seems relevant too 

  • Ben_Fisher's avatar
    Ben_Fisher
    Copper Contributor
    Mar 24, 2021
    Devman2k we would be very interested in beta testing this functionality as well.
  • WelbyWelb's avatar
    WelbyWelb
    Copper Contributor
    Mar 23, 2021

    Devman2k Hi Bryan,

    Certainly would be interested to know more about the Team to CRM beta integration. Please send on information and I'll see if we can support testing on it.

  • Rasmus1080's avatar
    Rasmus1080
    Copper Contributor
    Mar 04, 2021

    Devman2k 

     

    We could be interested in testing the beta version out for our customers. Can you let me know:

    1. What features it entails? 

    2. What license requirements there are in the event customers would want to leverage it in production at a later stage?

    3. Does this require any changes to an existing Teams set up or is a demo environment of Teams is available?

    4. Is the beta version available for Denmark?

     

    Thanks in advance.