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Set up CRM Online to use Skype or Lync

Applies To: CRM Online

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

  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 Skype for Business or Lync.

    Select Skype or Lync as the provider

  3. Browse to the Office 365 admin center and sign in using Office 365 Global administrator or CRM System Administrator credentials.

  4. On the Office 365 admin center page, click or tap Admin > Skype for Business > organization.

  5. Choose the general tab. Review and set the presence privacy mode.

    noteNote
    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

  6. Choose the external communications tab. Review and set the external access and public IM connectivity settings.

    Lync admin center external communications settings

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

Lync calls tracked as activities

See Also

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