Lets have a look at how Skype integration works in CRM 2013. Its a cool feature.

 

Lets start with the System Settings where we can configure whether calls need to be triggered via Skype or Lync.

SystemSettings_CRM2013_Skype

 

Now, lets have a look at the Contact record with the phone number and it shows the call will be made via Skype.

Contact_Telephone_CRM2013

 

Just click on the Business Phone number and the skype call pop up will be opened quickly.  Check the ‘Do not ask again’ check box for start the call immediately. That’s it boom!

Skype_2013CRM_Demo

 
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About the Author Dynatecon Solutions

DYNATECON is a group of dynamic professionals who are passionate about building affordable IT solutions using Dynamics 365 and Power platform. We focus on enabling digital transformation in Small scale as well as Medium scale industries. Whether you have 1 user or 100 users and planning to implement a new CRM system, please contact us at info@dynatecon.com. We can guide you for sure!

2 comments

  1. As per my understanding, the Customer fields cannot be used for Skype integration.
    The feature is limited to OOB telephone number fields.

  2. Thanks for the article.
    Can the custom field be configured for this feature? How can this be done if yes?

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