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.

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

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).

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 admin 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.

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

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

The Service URL is your Dynamics portal web address(domain), for example:

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