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Customer experience | Sales, Customer Insights,...
Suggested Answer

Telephone capability

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Posted on by 62

What telephone intergration does Dynamics for Marketing have OOTB? If any?! 

We wish to add the capability to create call queues/campaigns and call straight from Dynamics VIA a Microsoft platform - i.e Teams or Skype. 

Also inbound calling we would like to register as an activity feed within the contact. 

I have the same question (0)
  • Suggested answer
    M.Azwar Alam Profile Picture
    on at

    Hi

    Microsoft Teams would be helpful. Following link might help you

    answers.microsoft.com/.../66b6e7e1-4e3a-476b-ac9a-b0af6940f7c9

    Mark answer as verified, if it is feasible for you

  • Suggested answer
    Johnny Yun Profile Picture
    455 on at

    Hello Braddev,

    There's one application named Telephone Integration: Phone connected to Dynamics could help capture and track phone calls could be for your reference.

    https://appsource.microsoft.com/en-us/product/dynamics-365/mscrm-addons.8e279033-8dfc-467e-a0bb-ec7128d2fd02

    Hope above would help.

    Regards

    Johnny

  • AnthonyUliano Profile Picture
    455 on at

    What are the use cases?  For example, do you want users to be able to make calls via campaign manually (like click-to-dial) or are you looking for more of a preview or power dialer scenario?  And are you currently using Skype/Teams as your phone system?  A little more information would be helpful to recommend the best approaches.  

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