Skype for Business and Skype integration with Microsoft Dynamics 365
Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online
Note
The information provided here is for versions of Dynamics 365 prior to Dynamics 365 (online), version 9.0. For the latest documentation, see Skype for Business and Skype integration.
If your organization uses Skype for Business (formerly known as Microsoft Lync) or Skype, you can take advantage of connectivity features like click-to-call or checking user availability from within Microsoft Dynamics 365 or Microsoft Dynamics 365 for Outlook.
In This Topic
Using Skype for Business with Microsoft Dynamics 365
Using Skype with Microsoft Dynamics 365
Using Skype for Business with Microsoft Dynamics 365
When you use Skype for Business and Microsoft Dynamics 365 together, you can use Skype for Business) presence and click-to-call from within Microsoft Dynamics 365.
Your organization must have one of the following products or subscriptions:
Skype for Business
Skype for Business Server 2015
Microsoft Lync Server 2013
Microsoft Lync Server 2010
Client requirements and Microsoft Dynamics 365 configuration
To use click-to-call, Skype for Business must be selected as the telephony provider in Microsoft Dynamics 365. You can set this on the General tab at Settings > Administration > System Settings.
By default, Skype for Business presence is enabled in Microsoft Dynamics 365. System administrators can enable or disable presence in Microsoft Dynamics 365. To do this, click Settings > Administration > System Settings and on the General tab, Set the IM presence option to Yes or No.
Each user must have the Skype for Business client installed and running on their PC.
For Skype for Business presence, Microsoft Dynamics 365 (online) users must have https://*.dynamics.com added to their web browsers trusted sites list in Internet options in Internet Explorer.
Supported devices and web browsers when you use Skype for Business with Microsoft Dynamics 365
Mobile app or web browser |
Skype for Business click-to-call |
Skype for Business presence |
|---|---|---|
Microsoft Dynamics 365 for iPad |
Yes |
No |
Dynamics 365 for Android |
Yes |
No |
Windows-based tablets |
Yes |
No |
Internet Explorer |
Yes |
Yes |
Google Chrome |
Yes |
No |
Mozilla Firefox |
Yes |
No |
Apple Safari |
Yes |
No |
Using Skype with Microsoft Dynamics 365
When you use Skype and Microsoft Dynamics 365 together, you can use Skype click-to-call from within Microsoft Dynamics 365.
Client requirements and Microsoft Dynamics 365 configuration
Each user must have the Skype for Windows desktop client or the Skype for Windows 8 app installed and running on their PC or Windows 8 device.
Skype must be selected as the telephony provider in Microsoft Dynamics 365. You can set this on the General tab at Settings > Administration > System Settings.
Supported devices and web browsers when you use Skype with Microsoft Dynamics 365
Mobile app or web browser |
Skype click-to-call |
|---|---|
Microsoft Dynamics 365 for iPad |
Yes |
Dynamics 365 for Android on Android tablets |
Yes |
Windows-based tablets |
Yes |
Internet Explorer |
Yes |
Google Chrome |
Yes* |
Mozilla Firefox |
Yes** |
Apple Safari |
Yes |
* The Skype Click-to-call plugin must be installed on the Chrome browser and enabled. More information: How do I enable Skype Click to Call in Chrome?
**Prompt occurs.
Additionally, Skype click-to-call is supported with Microsoft Dynamics 365 for Windows 8, Dynamics 365 for Windows 8.1, and Windows 10.
See Also
Set up Dynamics 365 (online) to use Skype or Skype for Business
Microsoft Dynamics 365 system requirements and required technologies
Extend Dynamics 365 with integration and solutions
Connect to Microsoft Social Engagement
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