dynamics 365 integration

  1. Integrating with Dynamics 365 Sales & Field Service

    I would like to integrate my call system with Dynamics 365 Sales & Field Service I would like to accomplish the following: When a field tech calls in they are able to type in the WO# and it will look it up in our Field Service software then route them to the correct party and/or just check...
    • ecotech
    • Thread
    • dynamics 365 field service dynamics 365 integration field service
    • Replies: 1
    • Forum: Other

  2. Dynamics integration - Call journaling converted in active task

    Good morning everyone I set up an integration with Dynamics, contacts work fine and I also enable Call journaling to log calls on the CRM. Everything it's perfect except for the fact that calls are logged in "calls" but also in "open tasks" (or "open activities", sorry but customer's CRM isn't...
    • PaoloConcari
    • Thread
    • call journaling crm dynamics 365 integration
    • Replies: 6
    • Forum: Other

  3. 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

  4. Dynamics 365 Integration - Automatic Popping

    Hi, We have recently set-up our Demo 3CX account with our Dynamics 365 (online instance, not on-prem) as per the 3CX CRM Integration article to see how it works. After playing around with it, it doesn't appear to work as fluidly as I expected and have a few questions, if anyone is able to help...
    • Kamil123
    • Thread
    • crm dynamics 365 integration
    • Replies: 4
    • Forum: Other
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