- 31 May 2022
- 1 Minute to read
- Updated on 31 May 2022
- 1 Minute to read
You can get Dynamics 365 information directly on incoming calls in Microsoft Teams with Infracom's Communications CallApp.
Setup and configuration
To open the Dynamics 365 account with the counterparty number, you need:
- Application (client) ID.
- Directory (tenant) ID.
- Client secret.
- Dynamics 365 domain, which is the address of your Dynamics 365, for example https://orgc123456.crm4.dynamics.com/.
- Dynamics 365 api, which is the endpoint of your Dynamics 365 api, for example orgc123456.api.crm4.dynamics.com.
In the settings you can choose to open Dynamics 365 automatically on incoming calls, direct or upon answer.
To get the information you need for the Dynamics 365 integration, an administrator in the organization visit https://portal.azure.com
Select Azure directory and click on App registrations in the menu on the left.
At the top, select New registration and configure it by giving it a name, such as Teams Dynamics integration.
Select Accounts in any organizational directory (Any Azure AD directory - Multitenant) and click Register at the bottom of the page.
Now save the Application (client) ID and Directory (tenant) ID you get from the registration and click on add a certificate or secret.
Click on New client secret and give it a description, select a period for how long the application should work and be valid. You can enter a shorter period but then need to update the information when the period has expired.
Save value as client secret, it will only be displayed once.
Go to permissions and add for delegated as the picture shows.
Go back to the Azure directory and create a new user, it will be used as an application user and does not need any licenses, simply give it a name and save.
Browse to your Dynamics 365 organization, for example https://[organization].crm4.dynamics.com/main.aspx?Settingsonly=true.
Click Settings, Security, Users and select applications users.
Click new and make sure it still is applications users.
Take the application ID from your registration and paste it into the application ID field, save and the remaining information will be filled in automatically.
Give the user a role that has full rights to Accounts.
Go back to CallApp in Teams and fill in the information and click save.