All content on these pages are related to the latest supported release of the PHONE-LiNK client.
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Dynamics 365 For Sales

Integration Type

Client Add-in

Add-in Classification

Legacy

Product / License Type

CRM

FOR BOTH STANDARD AND CONTROLLED, ALWAYS CHECK THE ADVISORY SECTION FOR ADDITIONAL CHARGES OR EXCEPTIONAL CONDITIONS THAT MAY APPLY.

Application Information

Manufacturer:

Microsoft

Application:

Dynamics 365 For Sales

Version:

8 and 9

Market:

General CRM

Supported Features (related to latest supported release)

Address Book Search:

Click to dial via PHONE-LiNK:

Click to dial via business application:

Caller details preview:

Manual screen pop:

Auto screen pop:

Automatic call activity logging:

Manual call activity logging:

Additional features:

Integration with Notes:

Notes / Advisories

Supported using the log in method for Microsoft Dynamics ‘Use online federation (Office 365)’.  Win XP not supported. When using Web Dialling, clicking a telephone number in MS DYNAMICS CRM, the number will be dialled, however a new blank tab may open within the browser as well. 

If the integration supports caching, please note that cached integrations support up to 30,000 contacts. The live mode method would need to be used for larger directories. Performance will then be determined by a number of additional factors including network speed and application API specification.

Other Information

Operating System:

Windows

Installation Options:

Optional.

Product:

PHONE-LiNK v3

References

  1. Watch Integration Video
  2. Dynamics 365 For Sales (Product Website)
  3. Microsoft (Manufacturer Website)