Set up CRM Online to use Skype or Skype for Business

Applies To: CRM Online

[This topic is pre-release documentation and is subject to change in future releases.]

When you use Skype for Business or 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. Click or tap a person’s phone number to call them.
Track meetings as Activities in Microsoft Dynamics CRM.
Get Presence information for members of the same email domain you are signed in with in Skype for Business or Lync.

Call a contact with Skype

Set up Skype or Lync in Microsoft Dynamics CRM Online

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 Skype for Business or Lync.
Browse to the Office 365 admin center and sign in using Office 365 Global administrator credentials.
On the Office 365 admin center page, click or tap Admin > Skype for Business > organization.
Choose the general tab. Review and set the presence privacy mode.
Note

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

Instruct users to add the following as trusted sites in their browser:
- https://*.dynamics.com
- https://*.lync.com
- https://*.sharepoint.com
- https://login.microsoftonline.com
Choose the external communications tab. Review and set the external access and public IM connectivity settings.

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

Lync calls tracked as activities