- How to sync Dynamics 365 Contacts

[T2G]

Hi,

I just implemented the Dynamics 365 and 3CX integration, how can we automatically display the contacts from our Dynamics 365 to the 3cx webclient? I still need to type characters on the search bar of the web client in order for the contacts from the Dynamics 365 to show up. Please check the screenshots below for your reference.

 

[TheodorosG_3CX]

Can you please check if under Dashboard<<Settings<<Options you have enabled the option "Hide CRM Contacts from 3CX Apps Company Phonebook" ?

 

[T2G]

Can you please check if under Dashboard<<Settings<<Options you have enabled the option "Hide CRM Contacts from 3CX Apps Company Phonebook" ?

 

[TheodorosG_3CX]

Can you please clarify, are CRM contacts already existed in the 3CX Phonebook(Dashboard<<Advanced<<Contacts)?

 

[Evolute IT]

Contacts are only synced when a call is occuring, and the checkbox is enabled.

Otherwise, it doesn't "sync" per se, but rather loads contacts when they're found based on their number.

 

[T2G]

Can you please clarify, are CRM contacts already existed in the 3CX Phonebook(Dashboard<<Advanced<<Contacts)?

Hi, there are no contacts from our 3CX Phonebook.

 

[T2G]

Contacts are only synced when a call is occuring, and the checkbox is enabled.

Otherwise, it doesn't "sync" per se, but rather loads contacts when they're found based on their number.

Okay. So what if the client wants that functionality(automatic display of contacts after integrating Dynamics 365 to 3cx) , are there any options to do it?

 

[Evolute IT]

Okay. So what if the client wants that functionality(automatic display of contacts after integrating Dynamics 365 to 3cx) , are there any options to do it?

Nope, they can do the search but if they want to see all the CRM contacts, it's best to use the CRM itself.

 

[TheodorosG_3CX]

As @ConceptsWeb mentioned the contacts will not auto-sync once the integration is implemented. For each call there will be a contact lookup in the CRM and if there is a valid match returned then the contact will be matched.