dynamic 365

  1. Open ports on the firewall for access to Dynamic365 CRM

    Hi, I’m working on a finance project that involves 3CX and has strict security requirements. In order to integrate with Dynamics 365, I have the following questions: Does 3CX perform CRM contact lookup on the PBX server side or on the WebRTC client side? Which port is used by Dynamics 365 CRM...
    • Jimmy Xin
    • Thread
    • crm dynamic 365
    • Replies: 5
    • Forum: Other

  2. Dynamics 365 Intergration Always Creating New Contacts

    We have been using the Dynamics 365 intergration for a while and it has worked fine. Recently it has constantly creating new contacts even when there is already a contact associated with the number. I've found the problem is that it only sends the last six didgets of the number. If you do the...
    • WebMediafields
    • Thread
    • contact contact lookup crm dynamic 365 dynamics intergration
    • Replies: 12
    • Forum: Other

  3. Dynamics 365: Turn off logging for certain users/extensions

    When 3CX updated to linking the user with the user's email, it started to log calls for all my users. Is there a way we can turn off call logging for certain Dynamics 365 users? We used to be able to manage this by not inputting the users extension in their Dynamics profile.
    • Alldayrr
    • Thread
    • dynamic 365 integration
    • Replies: 1
    • Forum: Other
  4. paul_carass

    Dynamic Integration Behaviour

    Hi @edossantos , Just wondering if you can clarify the expected logic/behaviour of incoming & outbound calls while using the Dynamics 365 Integration in V18? Can you define when a call will be logged as an activity record? Does it have to be a direct call from an external number to a specific...
    • paul_carass
    • Thread
    • call log crm crm activity dynamic 365 integration v18
    • Replies: 7
    • Forum: Other
  5. edabb2

    Dynamic 365 - V18 no phone activities automated on inbound calls

    Have two issues with CRM integration with Dynamics 365 1. New contacts are being made but not showing during a call. This was working in V16 but stopped after v18 update. Automatically open contact URL when CRM Integration is Enabled 2. Outbound calls will log activities but Inbound are not...
    • edabb2
    • Thread
    • crm integration dynamic 365 v18 3cx webclient v18 desktop app
    • Replies: 1
    • Forum: Other

  6. Dynamics 365 not logging calls but pop up works.

    We setup the Dynamics integration and only get the dyanmics contact form pop up to work. It doesn't log the call. Anyone have idea on how to troubleshoot? We created the extension field in the user entity and placed the field schema name in 3CX enable call extension field setting. What else...
    • Alldayrr
    • Thread
    • dynamic 365 dynamics 365 crm dynamics 365 integration
    • Replies: 1
    • Forum: Other
  7. paul_carass

    Solved Dynamics 365 - Refresh Tokens/Access Policies Changes

    Hi All, I've seen that Microsoft are changing their Refresh/Access Token policies. Are you aware if this going to affect existing Dynamics integrations with 3CX? Or are there any precautions we need to take for our clients with integrations in place? Thanks Paul
    • paul_carass
    • Thread
    • access token azure crm dynamic 365 integration refresh token
    • Replies: 2
    • Forum: Other

  8. If number new, doesn't record as activity in Dynamic 365

    Hi IF Number saved in dynamic 365 Contact, after call finish, created phone activity as well. but if number is new and not saved in contact, we dont have any phone activity in dynamic crm. whats the problem? thanks. system: 3CX Client (CRM integration) + Dynamic 365 on-prime
3CX Logo Footer Copyright © Sitemap Privacy
Top Bottom