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Skype for Business and Skype integration

Note

This feature was retired on July 31, 2021. More information: Skype integration with customer engagement apps is deprecated

If your organization uses Skype for Business (formerly known as Lync) or Skype, you can take advantage of connectivity features like click-to-call or checking user availability from within model-driven apps in Dynamics 365, such as Dynamics 365 Sales and Customer Service, or Microsoft Dynamics 365 for Outlook.

Using Skype for Business with model-driven apps in Dynamics 365

When you use Skype for Business and Dynamics 365 apps together, you can use Skype for Business) presence and click-to-call from within Dynamics 365 apps.

Your organization must have a Skype for Business Online license.

Client requirements and configuration

  • To use click-to-call, Skype for Business must be selected as the telephony provider. You can set this by selecting an environment in the Power Platform admin center, and then select Settings > Product > Features. Under Communications review the Skype settings.

  • By default, Skype for Business presence is enabled in model-driven apps in Dynamics 365. System administrators can enable or disable presence in model-driven apps in Dynamics 365. To do this, set Skype presence to On or Off.

  • Each user must have the Skype for Business client installed and running on their PC.

  • For Skype for Business presence, 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 model-driven apps in Dynamics 365

Mobile app or web browser Skype for Business click-to-call Skype for Business presence
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 model-driven apps in Dynamics 365

When you use Skype and model-driven apps in Dynamics 365 together, you can use Skype click-to-call from within model-driven apps in Dynamics 365.

Client requirements and 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.

    1. Sign in to the Power Platform admin center.

    2. In the navigation pane, select Manage.

    3. In the Manage pane, select Environments.

    4. Select an environment.

    5. Go to Settings > Product > Features.

    6. Under Communications set Set the telephony provider to Use Skype for Business.

Supported devices and web browsers when you use Skype with model-driven apps in Dynamics 365

Mobile app or web browser Skype click-to-call
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?

Additionally, Skype click-to-call is supported with Dynamics 365 for Windows 8, Dynamics 365 for Windows 8.1, and Windows 10.

See also

Set up model-driven apps in Dynamics 365 to use Skype or Skype for Business
Requirements