integration 3cx dynamics CRM

[samehJABRI]

Hello,

We have a client who wants to link a softphone (3CX desktop) to CRM. We couldn't link it. Is there a solution?

Best regards

 

[TheodorosG_3CX]

The CRM integration offer the below:

• Caller ID to Contact Name – inbound calls trigger a Microsoft Dynamics 365 contact lookup.
• Contact Lookup in Microsoft Dynamics 365 based on Name, Number or Email if you search for a name in the 3CX Webclient
• Call & Chat Journalling – calls and chats are logged in the Microsoft Dynamics 365 Contact Card as CRM call records.
• Create a new Microsoft Dynamics 365 contact from the 3CX client for calls from new numbers.
• Click to Call – launch calls straight from Microsoft Dynamics 365 via 3CX, using the 3CX Click2Call Browser extensions for Google Chrome and Microsoft Edge.

This is also listed in the guideline here.

 

[samehJABRI]

Hello,

Is It possible to Link it to 3cx or desktop application 3cx instead of web or is this not possible? It only works on version web?

Best regards

 

[TheodorosG_3CX]

Are you referring to the 3CX Click2Call ?

 

[samehJABRI]

Hello,

I don't want to connect it to the web Client, I want to connect it to the desktop softphone 3cx

Best regards

 

[NicholasP_3CX]

Please look at this forum post https://www.3cx.com/community/threads/softphone-v20-open-contact-in-custom-crm.127271/

When an incoming call is received, and you have a CRM contact, it will show you the CRM contact as a link to open it.

 

[edossantos_sipcaller]

The integration works with the Web Client. You can install it as a PWA, which looks like an app, but runs on Chrome. Other 3CX apps don't have CRM integration as far as I know (I haven't tried the very latest versions though).

 

[samehJABRI]

Hello,

The link that is displayed in 3cx webclient that allows you to open CRM as shown in the screenshot below
I want to link it in softphone desktop 3cx v20 it's possible ?

 

[edossantos_sipcaller]

That's only available in the Web Client or the PWA (Progressive Web App). The PWA looks like a separate app, runs in a separate window, not a browser tab, so maybe it's a solution.

 

[Evolute IT]

Hello,

The link that is displayed in 3cx webclient that allows you to open CRM as shown in the screenshot below
I want to link it in softphone desktop 3cx v20 it's possible ?

That's only available in the Web Client or the PWA (Progressive Web App). The PWA looks like a separate app, runs in a separate window, not a browser tab, so maybe it's a solution.

Correction: the Windows softphone WILL show the CRM link during a call on the call view, it shows below the caller ID. However, the auto-popup feature is not currently available. But the link is there absolutely.