dynamics

  1. 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

  2. Dynamics: Call records from Teams in Company-card

    Hi I have misunderstood is it possible to see call records in Company-card and play it to listen? I have 3CX with MS Teams integration and 3CX with Dynamics Integration. In this article described this possibility...

  3. Dynamics 365 Query Not Working

    I've noticed in the last week, possibly since the last update but it may have been longer that 3CX is not finding existing contacts in dynamics it just creqates new ones. This is the query in the 3CX intergration...
    • WebMediafields
    • Thread
    • api api crm integration crm dynamics dynamics 365 intergration
    • Replies: 11
    • Forum: Other

  4. Dynamics 365 update - click to dial not working

    Hi, Since the 2021 Wave 1 release was installed, the 3CX Extension no longer underlines the numbers within Dynamics. There is a Phone button next to each number in Dynamics that then gives the option to launch an app and then opens the new phone call activity form. The app launch doesn't...
    • ChrisBCH
    • Thread
    • click to call click to dial dynamics dynamics 365 webclient
    • Replies: 2
    • Forum: Web Client

  5. Is it possible to create a Call Flow, that calls a lead and at the same time it shows the lead and all his informations?

    To be more precise, I want to integrate 3cx with my MS Dynamics 365(online). And I want to create a Call Flow, that gets all the Leads from Dynamics and calls them for me. While it is calling a lead, I need to know who I am calling with(maybe opening the lead for me in CRM or just showing the...
    • Bananenmuß
    • Thread
    • call flow call flow designer crm dynamics flow intregration
    • Replies: 2
    • Forum: Other
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