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Sunday 13 October 2013

Phone Number Format in CRM 2013 OR How to Initiate Call from a Phone Number Field in CRM 2013

Related posts:

Lync Calls in CRM 2013
http://crmorion.blogspot.com/2013/10/lync-calls-from-crm-2013-or-how-to-make.html

Skype Calls in CRM 2013
http://crmorion.blogspot.com/2013/10/skype-calls-from-crm-2013-or-how-to.html

In CRM 2013, string attributes could be formatted to Phone number format. This is very useful when we need to make lync calls OR Skype calls. 

Nota Bene: When we define a string with Phone Number Format, the field will contain a link to initiate the call ( Could be Lync OR Skype - Based on settings ). This means when the user clicks on the field value, CRM will initiate the call. Please refer the related posts for further details on this.

Lets see how could we define the phone number format.



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