Microsoft Dynamics integration

This is how you connect Microsoft Dynamics 365 with the sipgate app for contact synchronization and telephony.

Microsoft Dynamics 365 is a cloud solution that intelligently supports your business processes. This includes applications for managing customer relationships (CRM) and enterprise resource planning (ERP).

Important: The integration does not work with Dynamics 365 Business Central.

With sipgate, you can make calls directly from Microsoft Dynamics and use your contacts in the sipgate app. This way, you always see which contact is currently calling and do not have to switch between different tools. sipgate is your phone system with the telephony app for desktop and mobile.

Important: For setting up Dynamics in the sipgate app, a login and registration by an administrator in the Azure portal is required.

Integration of Microsoft Dynamics in the sipgate app:

1

Select integration

In the sipgate app, click the gear icon on the left and select the "Integrations" item.

Under the "Integrations" section, look for the entry "Microsoft Dynamics" and click the "Connect with Microsoft Dynamics" button.

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2

Enter account URL

Enter the required account URL here.

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3

Microsoft login

The sipgate app will now take you to a Microsoft login, where you enter your access data accordingly and agree to the exchange of data between Microsoft Dynamics and the sipgate app.

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Important: For setting up Dynamics in the sipgate app, a login and registration by an administrator in the Azure portal is required. Only then can users successfully connect to Microsoft Dynamics via the sipgate app.

4

Confirm connection

You have now successfully connected Microsoft Dynamics and the sipgate app.