Set up CRM Online to use Lync Online
Applies To: 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 email@example.com, you will see presence for other @contoso.com members.
Making a Lync call within CRM Online.
|Making Lync calls requires Lync Online Plan 3.|
Verify that IM presence is enabled in Microsoft Dynamics CRM. Go to Settings > Administration > System Settings > General tab.
In System Settings, set the telephony provider to Lync.
If you have not already done so, install Lync and sign in.
Also, add the following as trusted sites in your browser:
Browse to the Office 365 portal (https://portal.microsoftonline.com) and sign in using Global administrator credentials.
On the Office 365 admin center page, click or tap Admin > Lync > organization.
Click or tap external communications. Change the settings to allow for external access and then click or tap Save.
|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 to Lync with firstname.lastname@example.org, you will see presence for other @contoso.com users.|
Now that Lync is setup, your Lync calls are tracked as activities.
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