Configure Click to Dial in Dynamics 365

Introduction

Click-to-dial is a feature that transforms phone numbers or email uri's within the Dynamics 365 into links that dial out when clicked, making the calling process seamless, from web to phone

Configuration

1. Navigate to your Dynamics365 workspace

2. Open Settings, Customization, Customization

   

3. Open Customize the System

   

4. Open Components, Entities, Contact, Form

   

5. Open the correct form, for example Contact Web Form

   

6. Open the field that needs to be Click to Dial, for example Business Phone

7. Open the tab Controls and add Channel Communication Controls

   

8. Finally click Publish to publish the changes to the form.