dynamics 365

  1. Create Phone Call Records in Dynamics 365 as Closed

    Our dynamics 365 integration is working, but phone call records from 3cx are being created with the 'open' status. Is there any way to create them with the 'completed' status?
    • brad10
    • Thread
    • dynamics 365 integration
    • Replies: 2
    • Forum: Other

  2. 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

  3. 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

  4. Help for new Template for Dynamics 365 unified interface

    Hello ! After reading this : https://www.3cx.com/community/threads/3cx-dynamics-phone-integration-go-to-unifed-interface-rather-than-classic-view.71395/ I tried to modify the default template. I think I found the right settings, the test function returns the right URL for the contact (if I copy...

  5. Can't connect to Dynamics 365, error with the token

    Hello ! When I click on the button to Authorize, I get this error : AADSTS50011: The reply url specified in the request does not match the reply urls configured for the application:. I followed the doc, my app is registered, with the rights to access Dynamics. Any idea what I could be missing ?

  6. Issues with numbers from CRM in 3CX Phonebook

    Hi We are experiencing a problem with a new integration between 3CX and Dynamics 365. The Dynamics 365 integration is working with call journals and contact creation enabled. 3CX is able to correctly identify the names of callers, and it is possible to look up the numbers in contacts using the...
    • ecris
    • Thread
    • 3cx v16 crm dynamics 365 yealink
    • Replies: 2
    • Forum: Other

  7. Dynamics 365 - new contact is not created if the number is not defined.

    Hi, сolleagues. Our Client has Server Integration whith Dynamics 365. Product Professional Unlimited Version number 16.0.1581 Updates 03/27/2020 13:35:59 When an incoming call appears, the button "go to CRM" only if the contact is recorded. If this is an unknown number there is no button...

  8. Is integration currently possible only with Dynamics 365 or also with Dynamics 2013?

    I saw that 3cx can be integrated with Microsoft Dynamics365 but what about Dynamics 2013? And if there is no such possibility, can it be implemented by creating a custom plugin? Thank you for the answers
    • Cozas
    • Thread
    • 3cx crm dynamics 365 dynamics crm microsoft dynamics
    • Replies: 1
    • Forum: Other

  9. Dynamics 365 Phone number lookup with spaces in number

    Hi all, We have implemented CRM integration with Dynamics 365 server side, and are finding that if we have spaces in the phone number in CRM the phone number lookup does not find the contact. In CRM if we change the number to have no spaces, then the lookup works correctly. Is there a...
    • Stanna
    • Thread
    • dynamics 365 integration
    • Replies: 3
    • Forum: Other

  10. Dynamics CRM Integration - Server Side

    I have Dynamics 365 online I completed the set up for this following the link below, but now I'm not sure what to do to enable it to start working. How do I start seeing the pop up? How do I get other users to start using this feature? https://www.3cx.com/docs/dynamics-crm-integration/

  11. Dynamics 365 on prem client side Integration

    I have added the legacy plugin in 3cx and activated the plugin on one extension. Other than configuring the 3cx client settings for the Dynamics 365 plugin, what else do I need to do?
    • Micah Castorina
    • Thread
    • crm dynamics 365 dynamics 365 on premise on prem
    • Replies: 4
    • Forum: Other

  12. 3cx can't search custom fields (dynamic 365)

    Hi expert we integrated 3cx with Dynamic 365 (on premise) when I receive call, open contact as well if the number save in "business phone" and "mobile" field. but I add more phone field exactly like the crm "business phone" with deference name. but 3cx can't search in these fields. please help...
    • mohammad01
    • Thread
    • dynamics 365 dynamics crm integration
    • Replies: 7
    • Forum: Other

  13. Dynamics 365 Integration

    Hi, I've set up the new integration with Dynamics 365 CRM as per the link https://www.3cx.com/docs/dynamics-crm-integration/ How do I sync CRM contacts with 3CX? Would the previous functionality of Journalling, Creating new contacts if not found and etc be available? From what I can see...
    • Jarren Ong
    • Thread
    • crm dynamics 365 integration sync
    • Replies: 5
    • Forum: Other

  14. Caller ID with Dynamics 365 integration

    Hello 3cx team - We recently implemented the 3cx software in our office and have been very pleased with quality and ease of use. We use a CRM called Salentica which is an overlay to Dynamics 365 and have had success being able to use the integration to call out from Dynamics, and also allow...
    • Jonathan Vargo
    • Thread
    • caller id crm integration dynamics 365
    • Replies: 5
    • Forum: Other

  15. Cannot find Dynamics 365 Integration in 3CX Management Console

    I'm trying to deploy the Dynamics 365 Integration but I cannot find this CRM as an option to choose Settings --> CRM Integration I only see the following: connectWise Nutshell Zendesk Bitrix Freshdesk Salesforce Does anyone know where I can add it? Also, I do have the Pro Version 15.5, is...
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