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Showing posts with the label Microsoft Teams

Ability to generate Teams calls right from Dynamics 365 Sales

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  *Upcoming Planned feature In upcoming releases, you will find the feature to initiate Teams call from Dynamics 365 Sales records. With automatic transcribing of calls and content analysis , you can see meaningful insights to take the right action during or after a customer conversation. Read more about Dynamics 365 Sales focus areas in 2020 release wave 2 here: Click 

Microsoft Dynamics 365 click to call via Microsoft Teams

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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...