Forum Discussion
Karim Hossam
Microsoft
MicrosoftMs Teams Integration with CRM
Hello Teams Expert,
I would like to know how I can integrate MS teams with a CRM database that contains the information of some contacts.
So whenever a caller call someone on Teams, a custom web page is displayed that contains the info of this caller, which are queried from the CRM database
Is this doable? and if yes, what is the integration and The APIs required
Best Regards
Here is the document which will get you started on Teams and Dynamics 365 integration
Overview of Microsoft Teams integration with Dynamics 365 apps | Microsoft Docs
However, from what you describe below I would also look into Microsoft Contact Centre solution which was announced at Inspire
Microsoft Unveils Digital Contact Centre Platform at Inspire 2022 - UC Today
And also look into Azure Communications Too
Connect to Azure Communication Services | Microsoft Docs
Particularly via the last two solutions, via these methods you should have the ability to address your scenario: when someone calls it links to a contact and their business information
Hope that helps to get you started.
Best, Chris
Here is the document which will get you started on Teams and Dynamics 365 integration
Overview of Microsoft Teams integration with Dynamics 365 apps | Microsoft Docs
However, from what you describe below I would also look into Microsoft Contact Centre solution which was announced at Inspire
Microsoft Unveils Digital Contact Centre Platform at Inspire 2022 - UC Today
And also look into Azure Communications Too
Connect to Azure Communication Services | Microsoft Docs
Particularly via the last two solutions, via these methods you should have the ability to address your scenario: when someone calls it links to a contact and their business information
Hope that helps to get you started.
Best, Chris
