https://store-images.s-microsoft.com/image/apps.60448.03eb5c91-24eb-4ad2-b803-90ab1c5f8f9d.c32f6795-4938-45c2-8c90-3afb51ea0b03.2e2f4dc3-4b94-4407-a53c-84654c4f9837

Telephone Integration: Phone connected to Dynamics

by mscrm-addons.com ( PTM EDV Systeme )

(12 ratings)

Connect your phone to Dynamics 365 to get Click-2-Dial, Caller-recognition, Screen-Pops and more

Start your 14-days free trial today - all features & support included! No payment required! 


Whether it's about having all calls tracked in Microsoft Dynamics 365 or just about making dialing out of Dynamics 365 easier - There is a lot of value in having your phone system connected to your Dynamics 365 environment.

Capture and track phone calls

  • Caller Recognition: Display information about the caller when receiving calls
  • Screen Pops: Automatically open records or new activities
  • Auto creation of Dynamic 365 records: Create new records or activities on incoming calls

Simplify dialing

  • Click-2-Dial support for phone numbers and via the command bar
  • ‘Dialing from related records’ start calls from e.g. opportunities or cases related to your contacts

Additional features

  • Call statistics inside Dynamics 365: Analyze your calls based on Dynamics 365 dashboards
  • The Power-Dialer: Based on campaign activities, the Power-Dialer enables semi-automated call queues
  • Supports Unified Service Desk (USD): Full integration into USD

Supported phone systems

  • SIP Client (connect via VoIP thanks to our built-in SIP Client wrapper)
  • TAPI driver enabled phone systems like Cisco, Alcatel, Siemens and many more
  • Skype for Business
  • RingCentral
  • Interactive Intelligence
  • ...

Test the compatibility of your phone system

It is recommended to first test the compatibility of your phone system with the Phone Test Tool (Please find more information under Details + support above).

At a glance

https://store-images.s-microsoft.com/image/apps.7078.03eb5c91-24eb-4ad2-b803-90ab1c5f8f9d.c32f6795-4938-45c2-8c90-3afb51ea0b03.42d04cd1-da4c-4f9c-b74b-deab58d500b5
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https://store-images.s-microsoft.com/image/apps.33164.03eb5c91-24eb-4ad2-b803-90ab1c5f8f9d.c32f6795-4938-45c2-8c90-3afb51ea0b03.97e877df-0187-4127-9b23-1ca342569d2a
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https://store-images.s-microsoft.com/image/apps.17625.03eb5c91-24eb-4ad2-b803-90ab1c5f8f9d.1f2d63b5-0951-423a-bc1b-0bc26295b65b.b6401d38-df1d-44d1-8afb-a9853b394652
https://store-images.s-microsoft.com/image/apps.5087.03eb5c91-24eb-4ad2-b803-90ab1c5f8f9d.c32f6795-4938-45c2-8c90-3afb51ea0b03.86b0dad7-9be8-4458-b5ff-4186f340b99a
https://store-images.s-microsoft.com/image/apps.38614.03eb5c91-24eb-4ad2-b803-90ab1c5f8f9d.c32f6795-4938-45c2-8c90-3afb51ea0b03.fb759ebc-29ea-47fa-8e4a-6477dd4d84b5