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Service | Customer Service, Contact Center, Fie...
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Can I integrate phone call functionality with Dynamics 365

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I am looking to integrate phone call functionality with D365 customer service workspace. Anyone knows about any free addons which I can use to achieve this functionality?
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  • Daniyal Khaleel Profile Picture
    237 on at
    Can I integrate phone call functionality with Dynamics 365

    Using Dynamics 365 Omnichannel for Customer Service (Voice Channel)

     
    • Microsoft’s native voice channel built into Omnichannel (part of D365 Customer Service Enterprise).

    • Uses Azure Communication Services (ACS) to handle voice calls directly inside the agent dashboard.

      • Inbound & outbound calls

      • Call recording

      • Call transcription

      • Skills-based routing

      • Integrated with CRM case managemen  

    • Features:

    • 🟡 License required: Omnichannel add-on + Azure usage

    🟢 Best for: Call centers, support desks

  • Suggested answer
    Rahul Mishra Profile Picture
    28 on at
    Can I integrate phone call functionality with Dynamics 365

    Yes, it’s absolutely possible to integrate phone call functionality with Dynamics 365 Customer Service Workspace, and there are a few different ways to achieve this depending on your telephony system and desired features.

    🔧 A Few Options to Consider:

    ✅ Microsoft’s Built-in Voice Channel (Digital Contact Center Platform)

    If you're using Dynamics 365 Omnichannel for Customer Service, Microsoft offers a native voice channel (powered by Azure Communication Services). It’s great for basic call handling but might be limited if you need deep telephony or call center features.

    ✅ Third-Party CTI Add-ons (Free & Paid)

    There are some community-developed or freemium CTI connectors available on AppSource, though they may offer limited functionality and support. Free options often lack advanced features like:


    • Screen pop with customer details

    • Click-to-dial from CRM records

    • Call logging and activity capture

    • Agent status control, etc

    💡 How We Can Help

    At NovelVox, we provide a purpose-built CTI Connector for Dynamics 365, compatible with platforms like:


    • Cisco (UCCX, UCCE, Webex)

    • Amazon Connect

    • Avaya, Genesys, and more

    It embeds directly into D365 Customer Service Workspace and offers:


    • Click-to-dial

    • Inbound screen pop

    • Call controls (hold, transfer, consult)

    • Automatic call activity logging

    • Customizable agent desktop

    We’ve worked with both cloud and on-prem telephony systems, and can tailor the solution to your setup.

    Let me know if you’re still exploring free tools, or if you'd like to see a quick demo of what a full-featured phone integration looks like inside Dynamics. Happy to help either way! 😊

  • Suggested answer
    Bill Whalen - Microsoft Profile Picture
    on at
    RE: Can I integrate phone call functionality with Dynamics 365

    To add detail to the previous posters response...

    There are two options.

    1) Upgrade your D365 environment with first party voice.  Microsoft released it's own voice channel for Customer Service in November 2021.  This gives you access to direct telephony and SMS support from inside Dynamics.  Initial release is focused on the service availability deploying to environments located in the United States.  You can still support telephony needs outside the US however.

    2) Bring your own telephony.  You can connect other telephony providers into Dynamics as a phone system.  If it's not an OOTB supported vendor like Cisco and others...there is a Channel Integration Framework which is designed for you to be able to connect your phone system into Dynamics.

    My recommendation would be to look at Option 1 first.  It's super easy to setup and try out.

  • Suggested answer
    Nya Profile Picture
    29,060 on at
    RE: Can I integrate phone call functionality with Dynamics 365

    Hi,

    Please refer to the following documentations.

    Make and receive your first phone call in the voice channel | Microsoft Docs

    Voice channel in Omnichannel for Customer Service | Microsoft Docs

    You can integrate the phone call with Omnichannel. 

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