Version used for this post: CRM 2013 Online Trial
"If your organization is set up to use Skype or Lync, you can click or tap a phone number to call your contacts from within Microsoft Dynamics CRM. This capability is called “click to call.” ( Ref: http://www.microsoft.com/en-us/dynamics/crm-customer-center/place-calls-with-skype-or-lync.aspx)
"If your organization is set up to use Skype or Lync, you can click or tap a phone number to call your contacts from within Microsoft Dynamics CRM. This capability is called “click to call.” ( Ref: http://www.microsoft.com/en-us/dynamics/crm-customer-center/place-calls-with-skype-or-lync.aspx)
1. Settings -- > Administation -- > System settings --> General
To make lync calls , make sure its been set to Lync as shown below.
2. Now lets open any account ( this could be any entity with phone number on it) and click on the number.
3. If you have already signed in the Lync you could see the following window to make the call.
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