Softphone dialer

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Enabled for Public preview Early access General availability
End users by admins, makers, or analysts - - This feature is released. Oct 22, 2019

Business value

Remote selling is a constantly growing segment, driven by the increasing trend of online and over-the-phone purchasing. Sellers and inside sellers reach out to their customers over the phone every day, always seeking to simplify and streamline these communications. By integrating the calling experience and automating how these communications are captured in Dynamics 365 Sales, we help sellers be more productive and focus on having more meaningful conversations.

Feature details

Customers can leverage the Dynamics 365 Channel Integration Framework to integrate the softphone dialer from their telephony provider within the Dynamics 365 Sales app. Sales reps can quickly dial numbers directly from the browser to call contacts by selecting a phone number. The softphone dialer immediately appears and initiates the call.

Softphone dialer

Note

  • This feature is available in the Unified Interface only.
  • This capability is available in Dynamics 365 Sales Enterprise and Dynamics 365 Sales Professional.

See also

Integrate a sample softphone with Dynamics 365 Sales (docs)