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General CRM · Microsoft

Dynamics 365 CRM (also known as Dynamics 365 Customer Engagement)

WindowsStandardPlus Client Add-In

Discuss this integration

Published feature support

What this configuration supports

Address Book Search: Supported
Caller details preview: Supported
Pop contact in edit mode: Supported
Live Mode: Supported
Click to dial via Telogix: Supported
Manual screen pop: Supported
Automatic call activity logging: Supported
Integration with Notes: Supported
Cached Mode: Not marked supported
Click to dial via business application: Not marked supported
Auto screen pop: Supported
Manual call activity logging: Supported
Add contact: Supported
Additional features: Not marked supported

Notes & advisories

Dynamics Unified Interface supported from 2020

References & walkthroughs

Watch Integration Video (https://vimeo.com/771098950) Microsoft (https://dynamics.microsoft.com/)

Original Telogix listing