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When viewing "Contacts" in Dynamics Sales, the Phone column offers a hyperlink for the phone number. We have TEAMS dialer embedded in Dynamics, however, the Browser treats the hyperlinked number as a request to use an outside dialer (like the native TEAMS app in this case) rather than the embedded TEAMS dialer that will track the call in the Timeline of the Contact.


If you're unifying experiences, please consider actually unifying them and allowing the functionality intended to work. So much effort has gone into integrations to have our Sales staff remain in Dynamics and with the Browser being the point of entry, we can't have the browser dictating what works and how within your platform.


The expected functionality would be the user clicks that hyperlink number, it opens the Teams dialer in Dynamics, they complete the call, the Phone Call activity is closed and tracked within the Timeline of the associated record, and they can move on down the list of other numbers to call.

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Comments

M

MS need to enable a column that has the call button next to the phone number column. The call button is the one that instigates the teams dialler in CE

Category: Unified Experience: Search, navigation and performance