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Microsoft Dynamics CRM (Archived)

Enhanced Skype/Lync integration

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As you may know, there's the possibility to integrate Skype's click-to-call feature into MS CRM for outgoing phone calls. Thus, one can click on the phone number of a contact on the CRM GUI and Skype will automatically dial this contact. Futhermore a phone activity will automatically be opened on the CRM.

Now I'm interested in the other way round - incoming phone calls:
If Skype receives an incoming phone call, a pop up should be shown by Skype or by the CRM (browser) with the contact information, thus I can see the caller's name. (Of course this can work only as long as the incoming phone number/contact is present in the CRM.) Furthermore it would be benefitial if a phone activity will be opened, too.

I found some proprietary tools (TelephoneIntegration or SkypePOP) but I wonder if there are some alternative approaches?

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  • Suggested answer
    razdynamics Profile Picture
    17,308 User Group Leader on at

    Hi Xanadu, At the moment Microsoft have not released a CTI Solution for CRM yet as they have only just launched the Skype for Business offering and are still garnering interest im sure once it matures a little more it will be available as standard, The ones you mentioned are by third parties and its a great opportunity for third parties to develop CTI for CRM Online and Office 365 products. I believe any Major Gold Partner for Office 365 should have developed a CTI solution that will meet your needs.

    I hope this answers your question :)

  • Community Member Profile Picture
    on at

    Hello Michael! Popups for both incoming and outbound calls are part of Tenfold's integration package. The Tenfold popup is basically a floating UI with loads of functions--contact info, call timer, notes box, email integration, social profile integration, etc. https://www.tenfold.com/integrations/dynamics

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