Customer experience | Sales, Customer Insights,...

Can I integrate contact centre with a dynamics CRM that is managed by another organisation

(1) Share

Report

Posted on by PS-12101209-0

Hi everyone :)

I have a client that wants us to build and manage a digital contact centre and customer voice instance, that integrates with their existing Dynamics CRM, managed by a third party.

Is this possible / what's the best way for us to maintain the separation of ownership?

Thanks

Paul

All responses (2)

Answers (0)

Suggested answer

Muhammad.Affan 4,494 Super User 2025 Season 1 on at

Like (6)

Report

Can I integrate contact centre with a dynamics CRM that is managed by another organisation

Hi Paul,

When creating a solution, use your organization's specific publisher, as having a unique publisher can differentiate your solution from those of other organizations.

Thanks

Affan

If my answer has helped, please mark it as verified.
Suggested answer

Amit Katariya007 10,203 Super User 2025 Season 1 on at

Like (2)

Report

Can I integrate contact centre with a dynamics CRM that is managed by another organisation

Hello User,

You can add a field like Flag to each record which will have company name. As per this information you can identify where it is belongs to.

Can you elaborate your 2nd question more? Also does they will login in CRM ? If yes then you can create a owner team and make sure those records will have owner as owner team. All the users who belong to that organisation are part of that owner team.

Thank you,

Amit Katariya