web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Call recording
Microsoft Dynamics CRM (Archived)

Call recording

(0) ShareShare
ReportReport
Posted on by lukas.hnilica 10

Hello all,

we are using MS Dynamics 365 as CRM system. One of the department would like to record phone calls of our junior sales colleagues (content of the whole phone call), for educational purposes. We are using skype for business for direct calling from CRM.

Is there any way of how to set up calls recording directly in CRM, either by default setup change or by using any 3rd party app?

Thank you in advance for your advise.

Lukas

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at

    Hi,

    Did you check: www.getapp.com/.../microsoft-dynamics-crm-online

  • JosephRichards Profile Picture
    JosephRichards 5 on at

    Our team uses Productive Call Assistant. You can connect your CRM to the App, which can record your calls (You can set call group options or by CRM), and automatically have your calls, details, notes, etc., logged to your fields in the CRM.

    They also have all these features like in-call voice-notes, searchable transcripts, and a screen pop when a call comes in, which shows you your CRM notes before you answer the call. The use case of training is great with this app, as you can review call audio, even just your own side of the conversation to avoid having to play a call disclosure.

    They don't list MS Dynamics on their site currently, but they work closely with their clients (At least with us), and they've mentioned they had (Or have) MS Dynamics as a supported CRM when needed. Hope this helps.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans