Applies To

Microsoft Dynamics CRM Online

Microsoft Dynamics CRM 2013

CRM for web browsers

CRM for tablets

CRM for phones

CRM for Outlook

If your organization is set up to use Skype or Lync, 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 install Skype; or you need to check with your system administrator for steps to install Lync.

To place calls from within CRM for tablets, you'll need to download the Skype 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.

These versions of Lync and Skype are supported:

Microsoft Lync 2010 or Microsoft Lync 2013

Skype 6.0