Dynamics ATS

Applies To

Microsoft Dynamics CRM Online

CRM for desktop

CRM for tablets

CRM for phones

CRM for Outlook

If your organization is set up to use Teams, you can click or tap a phone number to call your contacts from within Microsoft Dynamics CRM. This capability is called “click to call.”

To place calls from within Microsoft Dynamics CRM on your computer, you either need to Teams; or you need to check with your system administrator for steps to install Teams.

To place calls from within CRM for tablets or phone, you'll need to download the Teams app. If you don't already have the app when you tap a phone number, you'll have the opportunity to download the app before the call is placed.