Microsoft Dynamics 365

Microsoft Dynamics 365 is a set of customer relationship management business applications with the focus on Sales, Customer Service, Filed Service, Human Resource, Finance and Operations and more.

Ringotel has out-of-the-box integration with the Dynamics 365 business apps. The integration provides the following features:

✅ Identifies contacts on incoming call

✅ Automatically creates Phone Call entity on incoming or outgoing call and pre-populates fields

✅ Store call records in the Annotations for the Phone call entity

✅ Provides the link to a Phone Call entity to open it from the Ringotel desktop app

✅ Creates contacts in the the CRM form the Ringotel mobile or desktop app interface

✅ Imports contacts from the CRM into the Contact lists of the Ringotel users

Get started

Sign in to your Ringotel Shell admin portal and navigate to your Organization -> Integrations tab

Open

Click “Enable Integration” on the Dynamics 365 integration panel and provide Tenant ID and Service URL values according to your CRM settings (see below for specific instructions).

Open

Click Save & Continue. You will then be redirected to the CRM webpage for authentication.

After the successful authentication, accept requested permissions to enable Ringotel integration. You will then be redirected back to your Ringotel Shell portal to finalise the integration.

In the Ringotel Shell portal map your Dynamics 365 users with the once created in Ringotel. Click “Map users” button to automatically map users with the same email address in both systems.

Click Save changes. Now the integration should be configured for the mapped users.

Import CRM contacts

The integration provides automatic contacts identification on incoming calls. Additionally, you can import existing CRM contacts into contact lists of the Ringotel users.

Navigate to your Organisation -> Contacts, then click Import button.

Switch to the Dynamics 365 tab which should appear if the integration is successfully configured.

Click the Next button to pull the list of CRM contacts.

Once the contacts are loaded, click the Import button to start the import. It may take some time to finish, depending on the number of contacts in your CRM. You may close the window as the process will be finished on the background.

How to find your Tenant ID

To find your Tenant ID you need to access your Azure portal https://portal.azure.com. In the Azure portal:

1. Click on Settings button on the top menu.

2. In the Directories + subscriptions settings, your tenant is the Directory ID.

How to find your Service URL

The Service URL is your Dynamics portal web address(domain), for example: https://org6a5ac2c3.crm4.dynamics.com