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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.
Hi Andy,
There are telephone integration apps as 3rd party solution in https://appsource.microsoft.com/en-US/,
http://appsource.microsoft.com/en-us/product/dynamics-365/mscrm-addons.8e279033-8dfc-467e-a0bb-ec7128d2fd02?tab=Overview
It will be installed into CRM as a module like Sales or Service,
you could read the previous thread as reference:
https://community.dynamics.com/365/customerservice/f/dynamics-365-for-customer-service-forum/367843/telephoneintegration-with-dynamics
Regards,
Cofly
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