Skype calls from CRM 2013 OR How to make a skype call from CRM 2013 OR Click to call feature in CRM 2013

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)

In CRM 2013, there is an organization level setting for Skype / Lync

1. Settings -- > Administation -- > System settings --> General

To make skype calls, make sure its been set to skype as shown below.

2. Format for skype calls --  "+<countrycode><areacode>"

3. Now lets open any account ( this could be any entity with phone number on it) and click on the number.

4. We could see some skype warning message. ( This warning display might be a bit different in your system). Click on Allow.

5. Skype login would appear and then we need to key in our login credentials. Also we need to buy skype credit depending on the phone calls that we make.