Using Twilio Voice for Outbound Calls via D365 CRM Mobile App

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Posted on by Lucas H

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If anyone has some experience with Twilio I would deeply appreciate your help with this!

We are using Twilio via ClickDimensions to send and receive SMS messages in D365 CRM. We'd like to extend this usage by making voice calls using our Twilio number to contacts.

We really like the current functionality in the mobile app of using the click-to-call button in phone number fields to start a call and create a new phone call record simultaneously. However, I can't find any information about changing the behavior of this button.

So what I'd like to do is have a separate button (HTML web resource) which is only visible on the mobile app. When clicked, it would initiate a call using the user's phone to the contact's number coming from our Twilio number.

I'm an amateur developer and I know Twilio is a powerful tool but I'm a little in over my head with this one. Thanks in advance!