Below are the steps to follow to integrate Lync with CRM 2011:
1) Navigate to Settings->Administration->System Settings. In General tab of System Settings.
Go to the Set the IM presence options and click yes to enable presence for the system, and click OK button as shown below
2) To check whether the LYNC is integrated or not with the system , navigate to Settings->Administration -> Users and search for any users and see the LYNC Options available with the user.
Note: For the Verification of Lync Integration check the following :
1) LYNC client version should be installed
on user’s machine.
2) LYNC activities can be performed for
the Users those are in Active Directory
only.
Would you like to make Skype calls directly from CRM 2011?
With the acquisition of Skype by Microsoft; Microsoft and Skype will remain focused on their shared goal of connecting all people across all devices and accelerating both companies' efforts to transform real-time communications for consumers and enterprise customers.
With this in mind, Zero2Ten has created a Free Skype Connector for Microsoft Dynamics CRM 2011 that will allow you to communicate via Skype directly from a CRM contact record!
This tool has been certified as compatible with Microsoft Dynamics CRM 2011 and it is available and listed on Microsoft Pinpoint and the Microsoft Dynamics Marketplace.
Here are the steps to deploy this solution:
- Download our SkypeIntegration_1_0_managed.zip from: http://www.zero2ten.com/skype2crm.aspx
- In CRM 2011 while logged in as a CRM System Administrator, Navigate to Settings -> Solutions -> "Import"
- Import the SkypeIntegration_1_0_managed.zip solution downloaded in step 1.
- This solution will create a new field on the contact form that will allow you to save each contact's Skype Name. A button will be also imported as part of the solution that will be displayed in the Contact Form's ribbon. This button will dynamically generate the options available depending on the information present in the form.
Here is a screenshot of the button displaying all available options:
Here is a screenshot on a contact without a Skype Name:
- When you click any of the options for the first time, depending on your Internet Explorer settings you might receive the two warnings below; to ensure smooth operation of ongoing Skype Actions we recommend you select the options marked in Red:
- Also, the first the time that you make a Skype call, you will receive the warning below; to ensure smooth operation of ongoing Skype Calls we recommend you select the option marked in Red:
