Skip to main content

Notifications

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

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

Posted on by 4
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
  • Suggested answer
    Muhammad.Affan Profile Picture
    Muhammad.Affan 3,973 on at
    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 Profile Picture
    Amit Katariya007 7,797 Super User 2024 Season 1 on at
    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

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 229,316 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans