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Configure Microsoft Teams dialer

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Microsoft Teams dialer helps sellers make Teams calls to customers directly from within Dynamics 365 Sales.

Note

You can also enable Teams dialer through quick setup (with the Dynamics 365 Sales Enterprise license). More information: Microsoft Teams calls with conversation intelligence

License and role requirements

Requirement type You must have
License Dynamics 365 Sales Premium, Dynamics 365 Sales Enterprise, or Dynamics 365 Sales Professional
More information: Dynamics 365 Sales pricing
Security roles System Administrator
More information: Predefined security roles for Sales

How to configure the dialer?

As an administrator, you must configure Microsoft Teams dialer to enable sellers to make and receive calls from Dynamics 365.

  1. Review the prerequisites.
  2. Configure the dialer.

Review the prerequisites

Ensure that you meet the following requirements before you configure Microsoft Teams dialer in the Sales Hub app:

Additionally, you must grant the following permissions to your users:

  • If you're planning to enable the dialer for specific security roles, ensure that users who need access to the dialer are assigned to one of those security roles. Learn more about how to assign security roles to users.

  • Ensure that the security roles of users who will be accessing the Teams dialer have read privileges to the following records:

    • Under the Core Records tab, read access to Note
    • Under the Custom Entities tab, read access to Teams Dialer Admin settings

    For more information about how to verify privileges and edit a security role, see Edit a security role.

    Note

    When you enable Microsoft Teams dialer, other telephony systems that are connected to the Dynamics 365 app through Dynamics 365 Channel Integration Framework will stop working for users to whom Teams dialer is enabled. As an administrator, you can deactivate or delete the phone system in the Channel Integration Framework app.

Configure the dialer

  1. In the Sales Hub app, go to App settings, and under General settings, select Teams calls.

    Note

    If you are a Sales Professional customer, append the following parameters to your Dynamics 365 org URL to open the Teams calls configuration page:

    pagetype=control&controlName=MscrmControls.TeamsDialerSettings.DialerSettingsHostControl

    Example: https://contoso.crm.dynamics.com/main.aspx?pagetype=control&controlName=MscrmControls.TeamsDialerSettings.DialerSettingsHostControl

    Alternatively, you can add the configuration page to your Sales Professional app's sitemap by adding a subarea.

  2. Turn on Teams calls.

    By default, the following options are turned on:

    • Answer incoming calls in Dynamics 365

      Allows sellers to receive Teams calls in Dynamics 365 Sales. If you turn it off, sellers can only make outgoing Teams calls from within Dynamics 365.

    • Internal call will ring only in the Teams app, not in Dynamics 365

      Indicates that calls from internal users won't ring and won't be tracked in Dynamics 365. In this case, calls from external contacts will ring in Dynamics 365 and internal calls will ring only in Teams. You can clear the checkbox if you want sellers to receive both external and internal calls in Dynamics 365.

    • Display missed calls in the Dynamics 365 in-app notification center

      Allows sellers to see missed calls in the in-app notification center in Dynamics 365. Before you enable this feature, complete the following actions:
      - Allow in-app notifications for the app.
      - Grant read permissions for the Notification entity under the Custom entity tab, for the security roles that need to see the notifications. Screenshot of the Custom entity tab, with the Notification entity highlighted

    • Transfer calls (preview)

      [This section is prerelease documentation and is subject to change.]

      Important

      • This is a preview feature.
      • Preview features aren’t meant for production use and might have restricted functionality. These features are subject to supplemental terms of use, and are available before an official release so that customers can get early access and provide feedback.

      Allows sellers to transfer a Teams call to another colleague or their phone number, either directly or after consultation with the recipient.

      More information:

      Transfer a Teams call (preview)
      Consult and transfer a Teams call (preview)

    • Add people to calls (preview)

      [This section is prerelease documentation and is subject to change.]

      Important

      • This is a preview feature.
      • Preview features aren’t meant for production use and might have restricted functionality. These features are subject to supplemental terms of use, and are available before an official release so that customers can get early access and provide feedback.

      Allows sellers to add another participant to an ongoing Teams call. The added participant can be an internal user or an external contact.

      More information: Add a participant to an ongoing Teams call (preview)

    • Call from views

      Allows Dynamics 365 to use Teams dialer when sellers click on a phone number link on list views. If you already have an integration with the browser's Call event, we recommend turning this option off.

      More information: Call a customer from the list view

    • Document call attempts

      Specifies that call attempts of unanswered calls should also be recorded in the activity history. By default, this option is turned off.

      More information: View phone call activities

  3. In the Security role section, select one of the following options to provide permissions to users to access Microsoft Teams dialer.

    Option Description
    All security roles Allows all the security roles to access Microsoft Teams dialer.
    Specific security roles

    Allows only the selected security roles to access Microsoft Teams dialer.

    Note: Ensure that the security roles you've selected are associated with the root business unit (top level in the business unit hierarchy). Otherwise, the users won't see the Teams dialer in the Sales Hub app. More information: Create or edit business units

  4. Select Advanced options, and in the Select app drop-down list, select the apps in which you want to make the dialer available. By default, Sales Hub is selected.

    Note

    Teams dialer is not supported for Dynamics 365 canvas apps.

  5. (Optional) Enable call recording and get real-time transcription and insights through conversation intelligence:

    1. Turn on Recording with real-time transcription and insights.
    2. Select the security roles for which you want to enable recording.
    3. Select Go to advanced conversation intelligence settings to configure more options related call recording, keyword to track, call summary and so on. For more information, see First-run setup in conversation intelligence app.

  6. Save and publish the configuration.

    A confirmation message is displayed, and the Microsoft Teams dialer is enabled in your organization for selected security roles in the selected app.

    Note

    • You must refresh the configuration page to make the changes available in the application. Users must refresh their page to see the dialer.
    • If the dialer doesn't show up in a custom app that you've added it to, remove it from the app, save the changes, and then add the dialer again.
    • The dialer isn't supported for custom entities. Though the phone icon appears on the custom entity forms, the dialer doesn't work.

Can't find the options in your app?

There are three possibilities:

  • You don't have the necessary license or role. Check the License and role requirements section at the top of this page.
  • Your administrator hasn't turned on the feature.
  • Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps.

Microsoft Teams integration
Call using Microsoft Teams
Call a customer
View and understand call summary pages