Jul 10 2019 09:00 AM
Jul 10 2019 09:00 AM
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 Microsoft's phone system but need dialing/screen-pop capabilities integrated with CRM.
Jul 20 2019 04:05 AM
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.
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.
Mar 11 2020 10:01 AM
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.
Apr 22 2020 01:52 AM
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...
Aug 11 2020 10:37 AM
Feb 23 2021 05:49 AM
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.
@Bryan Tuttle 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 :)
@Bryan Tuttle how quickly can you write it? :)
Feb 27 2021 09:36 AM
@Bryan Tuttle 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.
Mar 04 2021 11:53 PM
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.
Mar 23 2021 02:57 AM
@Bryan Tuttle 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.
Mar 24 2021 11:31 PM
Apr 11 2021 01:01 AM
@Bryan Tuttle 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
Apr 14 2021 12:26 AM