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Microsoft Dynamics CRM (Archived)

Using another phone system then Skype and Lync

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Posted on by 560

Hi All,

Situation:

1) Previous configuration was Telephone system Estos is used to make outgoing calls from out of CRM. So when you click on the phonenumber in a CRM account the Estos software automatically is activated and the number is dailed.

2) The system setting of CRM was set on Select provider is Lync and this was working fine

3) Now the company decided to use Lync aswell for another project and the option as mentioned within 2 is not working anymore because instead of Estos, Lync is started when you click on a phone  number.

Is there a way to get around this or do we need to make something when you click on a phonenumber a script is called to do the correct action (starting Estsos again)>??

Thanks in advance,

Patrick

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  • Suggested answer
    Community Member Profile Picture
    on at

    You say Lync is being used for another project - do I understand correctly that this means you want to use Lync, but never with CRM?

    It might be as simple as changing the properties of the phone number fields so they are simply treated as plain text, and not the special "Phone number" display format (new for CRM 2013) that renders them as a clickable link for Lync. Hopefully this will mean your previous software scripts will work because the Lync link will not get in the way.

    You cannot edit this directly, as far as I know, so you may have to do the reverse of the process described here
    http://www.magnetismsolutions.com/blog/nathaneccles/2013/09/24/crm-2013-changing-existing-phone-field-s-format

  • Verified answer
    Patrick Grootaarts Profile Picture
    560 on at

    Solution for us was: support2.microsoft.com/.../2995505

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