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What are the steps to embed the Lync control in the CRM interface to show user presence? RRS feed

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    Dear All,

    I want to integrate Lync 2010 with MS CRM 2011 .Is it possible using Lync client API?

    Please help me out.

     

    Regards,

    Yusuf

    Thursday, May 26, 2011 6:56 AM

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    Checkbox of "Enable Presence for the system" should be enabled from Settings > Administration > System settings.

    Besides this for individual grids of contact and user you need to check following check box from "First Name" column properties of view.

    Friday, May 27, 2011 4:20 AM
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    Hi Niraj,

     

                Thanks for your answer.  Could you elaborate it further?

     

    Regards,

    Yusuf

     


    Sunday, May 29, 2011 4:31 AM
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    Hi Mohammad,

    The communication option is Microsoft Lync that is embedded in Dynamics CRM 2011. Lync provides the ability to communicate from the context of Dynamics CRM by providing a richer collaborative experience with consistent presence, click to call options and a new Contact Card. When Lync is turned on you can view users online presence and communicate with them via IM or video chat instantaneously right from the context of the CRM Opportunity, contatcs etc record.

    Screenshot Url: http://www.powerobjects.com/blog/wp-content/uploads/2011/04/042511_2004_CRM2011Acti8.png

    To turn on the IM presenence: Go to CRM Settings->Administration->System Settings , in General tab under the "IM presence" section make sure to choose Yes for option"Enable presence for the system"

    Thank You,
    Jehanzeb Javeed,
    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

     



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    Sunday, May 29, 2011 8:47 AM
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    Hi Javeed,

    I configured Lync Server 2010.I have two Lync clients which are  working fine. ie i am able to ping and call.

    I have accessed  MS CRM 2011 on same machine where Lync clients are installed.I have enabled Lync IM Presence in MS CRM 2011.

    I have also added  a column  "First Name" in Users  view .Still I am not able to see the users presence(Currently two users which are online) in MSCRM 2011.

    Can you suggest me the solution of this problem.

     

    Thanks,

    Yusuf Ansari

     

     

    Sunday, June 5, 2011 2:29 PM
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    Hi Yusuf,

    Make sure that you are using the users have same Active Directory accounts assosiated and email address  with Lync User and Dynamics CRM 2011 user profie.

    Try also creating contact with the same email address and check if it helps.

    Thank You,
    Jehanzeb Javeed,
    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile



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    Sunday, June 5, 2011 3:14 PM
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    I'm trying this and still nothing, i added the same email that is in the sign in address to the crm and still nothing is displayed no presence is made available
    Monday, June 6, 2011 5:19 PM
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    Hi Mohamed,

    After enabling IM presence, make sure that Lync client is running on the system and users have same active directory accounts assosiated in the profile if it still not work then try reset CRM server (in command prompt type iisreset and hit enter). Also try run CRM outlook/browser client after runnign Lync client.

    Hope this will help you.

    Thank You,
    Jehanzeb Javeed,
    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile



    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    Monday, June 6, 2011 5:34 PM
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    Do i have to have outlook installed for IM presence to work, I found that this is the only difference between the two environments i have?
    Monday, June 6, 2011 7:32 PM
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    Hi,

    It works with brower also, you may try outlook client. There is no formal document available regarding the builtin intergation and users may face difficulties during troubleshooting. Try also accesing CRM server from a Lync Server via browser.

    Thank You,
    Jehanzeb Javeed,
    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

     



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    Monday, June 6, 2011 7:35 PM
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    I've tried accessing the crm server from lync server and it works just fine, as for the document where can i get it from.

    I don't mean whether from the browser or not. I mean does the outlook client have to be installed?

    Monday, June 6, 2011 7:37 PM
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    Hi,

    I mistakenly miss Not, there is currently no formal document available regarding this. In CRM 4.0 it does not work without outlook but in CRM 2011, i saw running without Outlook client. I suggest you to try with Outlook.

    If this anwers your quesiton then pelase Mark as Answer in you opened thread : http://social.microsoft.com/Forums/en-US/crm/thread/241403c3-83b1-4832-af96-3efca0726cdf/#b02e21f5-3a72-449e-a692-a403bc7098ff

    Thank You,
    Jehanzeb Javeed,
    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

     



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    Monday, June 6, 2011 7:49 PM
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    Not sure whether you got an answer to this. The component that enables the integration between Lync and CRM (and also SharePoint) is Name.DLL, and it is installed with Office. You won't have it on your machine if you have no office components installed.

    In addition, your CRM site will need to be added to either the Intranet zone, or Trusted Sites in IE on the client machine.

    • Proposed as answer by Paul Nearney Thursday, October 6, 2011 2:39 PM
    Thursday, August 18, 2011 1:49 PM
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    Sorry to hijack the thread, but I am wondering if anybody has found out more about Lync presence and Crm 2011. It seems to work fine in the web client, but I am yet to see any proof of it working in the Outlook client.

     

    Anybody got any info?

    Thursday, October 27, 2011 8:59 AM