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Skype for Business and Skype integration

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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. Select an environment in the Power Platform admin center, and then select Settings > Product > Features. 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