How to integrate Lync or Skype with CRM 2016

How to integrate Lync or Skype with CRM 2016.

Hello CRM Lovers,

         
   Here is my new post, I am going to tell how to integrate Lync or Skype in dynamics CRM 2016 it works for CRM online and CRM on premise as well.

In todays business scenario there are many requirements like if you click on any phone number inside CRM application a call should go automatically to that phone number using Lync or Skype.

So Microsoft provided it as a inbuilt functionality in Dynamics CRM 2016. We just need to do some settings in CRM application, It is easy we do these setting through UI.

Software Requirements
The CRM Organization or client must have one of the following subscriptions. Skype for Business.
Skype for Business Server 2015.
Microsoft Lync Server 2013.
Microsoft Lync Server 2010.

Below are the steps for settings.

Step 1:- First go to system settings in CRM by following steps in below image.

 

           

Step 2- Now set the below options.

     

Now open any CRM record which has phone number field and click on phone number a popup will open and automatic call will go to that number by Lync or Skype. Like below image.

Enjoy the great technology Dynamics CRM.

How to update or set custom values for status code in CRM 2011/CRM 2013/CRM 2015 and CRM 2016 from UI

How to update or set custom values for status code in CRM 2011/2013/2015 and 2016.

Hello CRM Lovers,

         
   Here is my new post, I am going to tell how to update or set custom values to status code in dynamics crm, it works for CRM online and CRM on-premise as well for all versions CRM 2011, CRM 2013, CRM 2015 and CRM 2016 .

   As there is no supported way by which we can update values for status code option. But I found a way by which we can update these values.

Step 1:- Export solution with entity in which you want to update status code option set value.

Step 2:- Open customization.xml file in visual studio or in any other XML editor.

Step 3:- Search entity under <Entities> and <Entity> node in which you want to update status code. 

Step 4:- Now find status code attribute under <attributes> node. As shown in below image.

     

Step 5:- Update values of status code as you required.

      

Step 6:- Now save xml file and send to compress zip folder (do not use any other third party compress tool use windows compress feature).

   

Step 7:- Import solution back to CRM organization and do publish all and check status code value, you will get new values.

Please note this is not supported customization and Microsoft does not recommends it.

Enjoy the great technology Dynamics CRM.