3CX offers great flexibility with their CRM integration, supporting many popular CRM packages on the server side, and allowing for others to be added with plugins on the client side.
While offering the option for either is great, particularly for those using less common CRM packages, connecting your CRM to your PBX on the server side is infinitely easier. A couple of clicks from your management console easier.
This is great news for businesses using Microsoft Dynamics 365 – as no longer do they have to download plugins for integration with their 3CX phone system.
This week, 3CX has added Microsoft Dynamics 365 to their growing list of available and supported CRM integrations. Now your administrator can easily setup your integration from the 3CX Management Console without even having to think about your 3CX clients.
How do integrate Microsoft Dynamics 365 CRM with 3CX
Microsoft Dynamics 365 Online Configuration
2. Azure Active Directory > App Registrations > New Application Registration
Name: 3CX Server Side
Application Type: Native
Redirect URI: https://MY_3CX_URL/api/oauth2crm
Replace “MY_3CX_URL” with the URL you use to access your 3CX console.
After obtaining the Tenant ID we are ready to configure the 3CX server.
3CX CRM Server Side Configuration
Settings > CRM Integration > Server Side tab
2. Select Microsoft Dynamics 365 from the dropdown list
3. Enter the Application ID and Tenant ID from the Microsoft Dynamics 365 Online Configuration
For Domain: enter the URL you use to access your Microsoft Dynamics 365 account.
5. Setup is ready – click OK to save all changes.
The test button at the top of the configuration page can be used to test your new integration.