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Customer experience | Sales, Customer Insights,...
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Cannot make team calls from Sales Professional dynamics

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Posted on by 47

Hello,

We have configured our teams calling for dynamics 365 sales professional, however when attempting to make a call from dynamics the browser asks the user to select an app.

They can then select teams however that then redirects the user to teams away from dynamics. We want to be able to make the call from within dynamics as indicated in the docs:
https://learn.microsoft.com/en-us/dynamics365/sales/call-using-microsoft-teams

Is this possible for sales professional users? Or is this only a functionality available to the Sales Hub (i.e. sales premium or enterprise)?

In other words we dont see the embedded teams dialer.

Here are our settings:
pastedimage1682332080318v1.png
Also the users have the correct requirements for team calling as they can already do it from the teams app.

Any guidance or help is greatly appreciated!

I have the same question (0)
  • Suggested answer
    Haig Liu Profile Picture
    Microsoft Employee on at

    Hi HeinrichDB,

    The license will only limit the conversational intelligence feature.

    Please check the following steps first:

    https://learn.microsoft.com/en-us/dynamics365/sales/configure-microsoft-teams-dialer

    pastedimage1681897803397v1.png

  • HeinrichDB Profile Picture
    47 on at

    Hi Haig my settings are exactly the same as your here. Will keep digging, thanks for the reply

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