Share via


Skype for Business and Skype integration with Microsoft Dynamics 365

 

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online

Note

The information provided here is for versions of Dynamics 365 prior to Dynamics 365 (online), version 9.0. For the latest documentation, see Skype for Business and Skype integration.

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

In This Topic

Using Skype for Business with Microsoft Dynamics 365

Using Skype with Microsoft Dynamics 365

Using Skype for Business with Microsoft Dynamics 365

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

Your organization must have one of the following products or subscriptions:

  • Skype for Business

  • Skype for Business Server 2015

  • Microsoft Lync Server 2013

  • Microsoft Lync Server 2010

Client requirements and Microsoft Dynamics 365 configuration

  • To use click-to-call, Skype for Business must be selected as the telephony provider in Microsoft Dynamics 365. You can set this on the General tab at Settings > Administration > System Settings.

  • By default, Skype for Business presence is enabled in Microsoft Dynamics 365. System administrators can enable or disable presence in Microsoft Dynamics 365. To do this, click Settings > Administration > System Settings and on the General tab, Set the IM presence option to Yes or No.

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

  • For Skype for Business presence, Microsoft Dynamics 365 (online) 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 Microsoft Dynamics 365

Mobile app or web browser

Skype for Business click-to-call

Skype for Business presence

Microsoft 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 Microsoft Dynamics 365

When you use Skype and Microsoft Dynamics 365 together, you can use Skype click-to-call from within Microsoft Dynamics 365.

Client requirements and Microsoft Dynamics 365 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 in Microsoft Dynamics 365. You can set this on the General tab at Settings > Administration > System Settings.

Supported devices and web browsers when you use Skype with Microsoft Dynamics 365

Mobile app or web browser

Skype click-to-call

Microsoft 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?

**Prompt occurs.

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

See Also

Set up Dynamics 365 (online) to use Skype or Skype for Business
Microsoft Dynamics 365 system requirements and required technologies
Extend Dynamics 365 with integration and solutions
Connect to Microsoft Social Engagement

© 2017 Microsoft. All rights reserved. Copyright