Applies to Dynamics 365 (online), version 9.x
If your organization is set up to use Skype or Skype for Business, you can click a phone number to call your contacts from within Dynamics 365. This capability is called “click to call.”
Lync has been rebranded as Skype for Business. Currently, you’ll still see references to “Lync” in Microsoft Dynamics 365, but Dynamics 365 will work with Skype for Business.
To place calls from within Dynamics 365 on your computer, you either need to install Skype; or you need to check with your system administrator for steps to install Skype for Business.
To place calls from within Dynamics 365 for tablets, you’ll need to download the Skype app. If you don’t already have the app when you tap a phone number, you’ll have the opportunity to download the app before the call is placed.
These versions of Lync and Skype are supported:
Microsoft Lync 2010 or Microsoft Lync 2013