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Set up CRM Online to use Lync Online

Applies To: Microsoft Dynamics CRM Online

When you use Lync Online and Microsoft Dynamics CRM Online, your organization can benefit from these capabilities:

  • Real-time communications with customers, colleagues, and team members without leaving Microsoft Dynamics CRM.

  • Track meetings as Activities in Microsoft Dynamics CRM.

  • Get Presence information for members of the same email domain you are signed in with in Lync. For example, if you are signed in on Lync with someone@contoso.com, you will see presence for other @contoso.com members.

Call a contact within Lync

Making a Lync call within CRM Online.

ImportantImportant
Making Lync calls requires Lync Online Plan 3.

  1. Verify that IM presence is enabled in Microsoft Dynamics CRM. Go to Settings > Administration > System Settings > General tab.

    Set the IM presence option

  2. In System Settings, set the telephony provider to Lync.

    Select Lync as the provider

  3. If you have not already done so, install Lync and sign in.

  4. Also, add the following as trusted sites in your browser:

    • https://*.dynamics.com

    • https://*.lync.com

    • https://*.sharepoint.com

    • https://login.microsoftonline.com

  5. Browse to the Office 365 portal (https://portal.microsoftonline.com) and sign in using Global administrator credentials.

  6. On the Office 365 admin center page, click or tap Admin > Lync > organization.

  7. Click or tap external communications. Change the settings to allow for external access and then click or tap Save.

    Lync admin center external communications settings

noteNote
Presence information is shown for members of the same email domain you are signed in with in Lync. For example, if you are signed in Lync with someone@example.com, you will see presence for other @contoso.com users.

Now that Lync is setup, your Lync calls are tracked as activities.

Lync calls tracked as activities

See Also

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