Lync and Skype integration with Microsoft Dynamics CRM 2013

 

Applies To: Dynamics CRM 2013

If your organization uses Microsoft Lync or Skype, you can take advantage of connectivity features like click-to-call or checking user availability from within Microsoft Dynamics CRM or Microsoft Dynamics CRM for Outlook.

In This Topic

Using Lync with Microsoft Dynamics CRM

Using Skype with Microsoft Dynamics CRM

Using Lync with Microsoft Dynamics CRM

When you use Lync and Microsoft Dynamics CRM together, you can use Lync presence and click-to-call from within Microsoft Dynamics CRM.

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

  • Lync Online

  • Microsoft Lync Server 2013

  • Microsoft Lync Server 2010

  • Microsoft Office Communications Server 2007 and Microsoft Office Communications Server 2007 R2

Client requirements and Microsoft Dynamics CRM configuration

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

  • By default, Lync presence is enabled in Microsoft Dynamics CRM. System administrators can enable or disable presence in Microsoft Dynamics CRM. 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 Lync client installed and running on their PC.

  • For Lync presence, Microsoft Dynamics CRM Online users must have https://\*.dynamics.co added to their web browsers trusted sites list in Internet options in Internet Explorer.

Supported web browsers when you use Lync with Microsoft Dynamics CRM

Web browser

Lync click-to-call

Lync presence

Internet Explorer

Yes

Yes

Google Chrome

Yes

No

Mozilla Firefox

Yes

No

Apple Safari

Yes

No

Using Skype with Microsoft Dynamics CRM

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

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

Supported web browsers when you use Skype with Microsoft Dynamics CRM

Web browser

Skype click-to-call

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 CRM for Windows 8 and CRM for Windows 8.1.

See Also

Microsoft Dynamics CRM system requirements and required technologies
SharePoint Document Management software requirements for Microsoft Dynamics CRM 2013
Microsoft Dynamics CRM Email Router hardware requirements

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