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If there is an incoming call via MS Teams, D365 contact (e.g. through or within teams) should open with the number and the contact details of the dailer (Account/Company, Opportunities, Activities,Website ...). After the call an activity is documented.
This should also be possible for missed calls via MS Team. These should be linked to the D365 contacts.
This should work for D365 Sales, Service and Marketing.
This should also be possible for missed calls via MS Team. These should be linked to the D365 contacts.
This should work for D365 Sales, Service and Marketing.
STATUS DETAILS
Completed
Revathi Sankar (administrator)
Hi, thank you for the idea. This feature has now been implemented and is in preview. Please refer to the section 'Receive calls through teams' for more details here : https://docs.microsoft.com/en-us/dynamics365/sales/call-using-
microsoft-teams
Thanks,
Revathi Sankar
PM, D365 Sales