Ms 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





1 Reply
best response confirmed by Christopher Hoard (MVP)

@Karim Hossam 


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


Introducing the Microsoft Digital Contact Center Platform: A comprehensive, flexible customer care s...

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