Dynamics Community Forum Thread Details

Integrating Call Recordings and Telephony Features into Dynamics 365 Sales

Dear Dynamics 365 Community,

I'm in the process of integrating a telephony system with Dynamics 365 Sales and have several specific inquiries about handling call recordings and other call-related functionalities via the API.

Call Recordings in /Call Summary/: I understand how to create and update phone call records using the API, but I'm looking to extend this functionality to include the uploading of call recordings. I've noticed that there's a section for call recordings and transcripts in the /Call Summary/. Additionally, there appears to be an option to add a /Recordings/ tab. Could anyone clarify if the /Recordings/ tab is related to or the same as the recording in the /Call Summary/? Also, how can I upload call recordings through the API?
Phone Call Notifications: Is there a standard way to notify about phone calls within Dynamics 365 or via the API? I am looking for a method to automate notifications when certain call-related events occur.
Click-to-Call Functionality: Is it possible to implement click-to-call functionality in Dynamics 365? If so, can this functionality be customized via JavaScript or another method to fit specific requirements? In case it's not a standard feature, has anyone had success in creating this functionality through customizations or using the API?

I appreciate any documentation, code samples, or shared experiences related to these functionalities. My goal is to perform these integrations and customizations primarily using the API.

Thank you in advance for your time and assistance.

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