Skip to main content

Notifications

Service | Customer Service, Contact Center, Fie...
Suggested answer

Teams integration with dynamic CRM.

Posted on by 5

I am using Teams with Microsoft Dynamic CRM 

How can I get Call from in activities for call records ?

regarding is not working and for external users it doesn't work how can I populate call from field and account for the same activity?

  • Suggested answer
    CRMJetty Profile Picture
    CRMJetty 3,508 on at
    RE: Teams integration with dynamic CRM.

    Hi kajal gupta ,

    Please check below links for step by step teams integration with Dynamics 365 guidance:
    https://docs.microsoft.com/en-us/dynamics365/teams-integration/teams-install-app
    https://docs.microsoft.com/en-us/dynamics365/sales/teams-integration/teams-collaboration
    https://docs.microsoft.com/en-us/dynamics365/sales/configure-microsoft-teams-dialer
    https://www.youtube.com/watch?v=h7BjrM2UkMs

    I hope it helps,

    Thanks.

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Portal.

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

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Complete!

🔔 Be sure to subscribe to the new forums you are interested in to stay up to date! 🔔

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,902 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 229,297 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans