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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.
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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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