Microsoft Dynamics 365 is a set of customer relationship management business applications with the focus on Sales, Customer Service, Filed Service, Human Resource, Finance and Operations and more.
Ringotel has out-of-the-box integration with the Dynamics 365 business apps. The integration provides the following features:
✅ Identifies contacts on incoming call.
✅ Automatically creates Phone Call entity on incoming or outgoing call and pre-populates fields.
✅ Store call records in the Annotations for the Phone call entity.
✅ Provides the link to a Phone Call entity to open it from the Ringotel desktop app.
✅ Creates contacts in the the CRM form the Ringotel mobile or desktop app interface.
✅ Imports contacts from the CRM into the Contact lists of the Ringotel users.
Get started
Sign in to your Ringotel Shell admin portal and navigate to your Organization -> Integrations tab.
Click “Enable Integration” on the Dynamics 365 integration panel and provide Tenant ID and Service URL values according to your CRM settings (see below for specific instructions).
Click Save & Continue. You will then be redirected to the CRM webpage for authentication.
After the successful authentication, accept requested permissions to enable Ringotel integration. You will then be redirected back to your Ringotel Shell portal to finalise the integration.
Important:
You need to sign in with your MS organization admin credentials.
In the Ringotel admin portal map your Dynamics 365 users with the once created in Ringotel. Click “Map users” button to automatically map users with the same email address in both systems.
Click Save changes. Now the integration should be configured for the mapped users.
How to find your Tenant ID
To find your Tenant ID you need to access your Azure portal https://portal.azure.com. In the Azure portal:
Click on Settings button on the top menu.
2. In the Directories + subscriptions settings, your tenant is the Directory ID.
Troubleshooting
How to find your Service URL
The Service URL is your Dynamics portal web address(domain), for example:
Important:
Please specify only your Dynamics portal domain (prior to slash), e.g.
but not
When logging in with MS credentials we are getting an error "sorry we are having trouble signing you in," also says "AADSTS900971 : No Reply address provided."
If you're a white-label customer and you're trying to enable integration while logging into your branded Ringotel admin portal, it won't work unless your custom branded portal URL will be added to the Redirect URLs list. Please contact our support team at support@ringotel.com for help.