Posts

Showing posts from June, 2020

Microsoft Dynamics 365 click to call via Microsoft Teams

Image
NOTE: This article is based on my understanding of the platform and a personal recommendation. Please test and review it prior to implementation . Dynamics 365 App integration in Microsoft Teams allows to work with model-driven apps and share files. There is no OOB integration available within Microsoft Dynamics 365 to configure Microsoft Teams as the telephony provider for click to call at this point. Below is what is seen currently.     But, you can setup the default app for protocol URL:tel on your machine as Microsoft Teams which allows you to launch Microsoft Teams app for click to call. Use below steps for the same (Windows 10)  Open Control panel and go to Default Programs Click on "Associate a file type or protocol with a program" A new window for "Default Apps" will open. Scroll down and click on "Choose default apps by protocol" A new window opens where you can setup below   After above setup, below prompt can be seen in Dynam

Missing Flow Button

Image
Is the Flow button missing for your users in Microsoft Dynamics 365? If yes, follow the steps below to enable the button for your users. 1. Go to your security roles page. 2. Open the security role assigned to your user. 3. Go to Customization tab and enable below Miscellaneous Privilege Below is the Enable rule which controls the visibility         <DisplayRule Id="Mscrm.MicrosoftFlows">           <MiscellaneousPrivilegeRule PrivilegeName="Flow" />           <FeatureControlRule FeatureControlBit="FCB.FlowIntegration" ExpectedValue="true" />         </DisplayRule> Happy Learning!