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Tracking Lync calls: CRM 2011 Outlook plugin

    Question

  • In the preview pane of a Lead I can directly call a lead in Lync by clicking on the phone number.

    Is that phone call tracked as an Activity against the lead - can it count towards goals

    Andrew


    Trying to stop the swap to Salesforce - but the errors keep a coming

    Monday, September 09, 2013 2:06 PM

All replies

  • Hi Andrew,

    No, the phone call is not automatically tracked as an Activity against the Lead. There may be some addons for CRM in the Dynamics Marketplace that will help you achieve this requirement.

    Regards,

    Roshan


    Please feel free to contact me using the following methods

    • Proposed as answer by Roshan Mehta Tuesday, September 10, 2013 8:52 AM
    Monday, September 09, 2013 10:18 PM
  • Hi Andrew,

         Roshan is right. This is not possible OOTB but easily achieved using third party CRM add-on. Here is one for the same.

    http://www.modalitysystems.com/software/crm-enhance


    Hope this helps.
     
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     Minal Dahiya
     
    If this post answers your question, please click "Mark As Answer" on the post and "Vote as Helpful"

    Tuesday, September 10, 2013 12:41 AM
  • Everything is easy to achieve with money!

    Lync feels like a half implemented half baked idea - it gets you half way after demanding all your blood then gives up leaving you feeling robbed.

    Well if I can get the business case to get the cash: I'll see if I can solve this


    Trying to stop the swap to Salesforce - but the errors keep a coming

    Tuesday, September 10, 2013 9:47 AM