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Can anyone advise the best way to have a contact record open in the Dynamics app when receiving a phone call from a number stored in Dynamics against a contact/case?Using the Sales licence, would we be looking at coding or any 3rd party integrations?
I'm fairly sure you'd have to build a phone app that integrates to Dynamics to make that happen.
There are telephone integration apps as 3rd party solution in https://appsource.microsoft.com/en-US/,
It will be installed into CRM as a module like Sales or Service,
you could read the previous thread as reference:
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