Notes:
- You need a Ringover Business account 💳 to take advantage of the Dynamics phone system integration
- This integration must be performed by a Ringover account administrator 👨💼 with Dashboard access.
- This integration must be performed by a Dynamics account administrator 👨💼.
💻 Go to https://dashboard.ringover.com/integrations and click “activate” across from “Dynamics”:
- You need a Ringover Business account 💳 to take advantage of the Dynamics phone system integration
- This integration must be performed by a Ringover account administrator 👨💼 with Dashboard access.
- This integration must be performed by a Dynamics account administrator 👨💼.
Step 1: From your Ringover Dashboard
💻 Go to https://dashboard.ringover.com/integrations and click “activate” across from “Dynamics”:
Enter your Dynamics environnement’s URLCustomize the integration to fit your needs
Step 2: Add Ringover in Microsoft Dynamics
Part 1 : Install Channel Integration Framework
Go to “Settings >> Solutions”
Then choose “Get Solutions from Marketplace
The “AppSource” opens, search for “Channel Integration Framework” and “Get it now”
Accept Microsoft’s terms
Choose the org you want to install it to
Once installed, the app will appear on your app list
Part 2 : Set up Channel Integration Framework
Go to “Channel Integration Framework” app
Click “New”
Set up as follow
Be sure to select the apps you want Ringover to appear in and to select the roles
Click Save
Now the Ringover dialer appears on the right side of the screen
You can now make/receive calls from this dialer. Your calls will automatically be logged on the contact details pages.
Part 3 : Enable click2call
Go to “Settings >> Administration” then "System Settings"
Under General, tab Choose "Skype for business/Link" instead of "Skype"
