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Check out the latest Sales updates!Learn about the key capabilities and features of Dynamics 365 Sales and experience some of the new features: Dynamics 365 Sales in 2023 release wave 1
Stay informed with the latest D365 Sales features in our latest blog posts: Manage opportunities more effectively with the new sales pipeline view
2023 Release Wave 1Check out the latest updates and new features of Dynamics 365 released from April 2023 through September 2023
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
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Setup Dynamics CRM for soft-phone.
Finally, it's time to setup Dynamics CRM with our sample soft-phone application.
First, go to Dynamics Store and Download Dynamics 365 Channel Integration Framework
Finally, it's time to test the app.
Refresh Dynamics CRM and open one of the apps where you decided to have the soft-phone to appear, in my case, this is Sales Hub.
If you dial a number that is already associated with existing CRM Contact while dialing the number the Contact will open.
You can navigate free in CRM while talking on the phone, you can also take notes during the call, you can convert the call into a case.
Hope this can give you a better idea of the new integration of CRM with soft-hone.
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