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Zoom Phone Integration with Microsoft Dynamics 365 does not work correctly

starmanish
Newcomer
Newcomer

I have successfully integrated Zoom Phone with Microsoft Dynamics 365. However the one issue is that in the call log the display shows the phone number in the correct format like +1 xxx-xxx-xxxx. However when we try to create an activity based on the incoming phone number, it does not take area code into account. It shows +xxx-xxx-xxxx. We are not able to link it to the contacts. 

 

Any idea how to configure Zoom app for Micor

3 REPLIES 3

Eliot
Community Champion | Zoom Partner
Community Champion | Zoom Partner

hi starmanish,

 

in the call logs the from and to fields contain the numbers formatted as (702) 745-XXXX.

Viewing call history logs – Zoom Support

 

where are you getting the numbers formatted as +1 xxx-xxx-xxxx?

 

thanks,  eliot

Eliot
Community Champion | Zoom Partner
Community Champion | Zoom Partner

hi starmanish,

 

this support article may be helpful:

 

Troubleshooting for Microsoft Dynamics 365

Issues with accessing the Zoom integration

Note: When making any changes to these settings, ensure that users restart their browsers.

For issues accessing the Zoom integration with Microsoft Dynamics 365, check the following:

  • Your internet browser settings are configured to allow all cookies.
  1.  
    1.  
      1. For Chrome browsers, open Settings.
      2. In the navigation panel, click Privacy and Security.
      3. Click Cookies and other site data.
      4. Under General Settings, ensure that you enable Allow all cookies.
  • The correct app and roles are selected in the Channel Integration Framework.
  1.  
    1.  
      1. Log in to https://home.dynamics.com as an administrator.
      2. Open the Channel Integration Framework app.
      3. Go to Channel Provider Configuration and open Zoom Video Inc.
      4. Verify that you have configured the correct app and roles.

Issues with being unable to save phone activities

  1. Verify that the Zoom package is installed in Microsoft Dynamics 365 appsource.
  2. Open the Sales Hub app page.
  3. Go to Advanced Setting then Solutions.
  4. Confirm that Zoom Video for Dynamics 365 is installed.
    Note: If you need to reinstall the package, ensure that users restart their browsers to affect the update.

Issues with being unable to search for users’ phone numbers

  1. Verify the msdyn_ciLibrary js is loaded.
  2. In a Chrome browser, open the Sales Hub app page.
  3. Right-click the page and select Inspect to display the Chrome Web Inspector screen.
  4. Select Network and refresh the page.
  5. Search for msdyn_ciLibrary and confirm it is loaded.
  6. If you do not see the library, reinstall the Zoom for Dynamics 365 app.
    Note: If you need to reinstall the app, ensure that users restart their browsers to affect the update.

Using the Microsoft Dynamics 365 app for Zoom Phone – Zoom Support

 

thanks,  eliot

starmanish
Newcomer
Newcomer

Everything is configured correctly. However i can see the sidebar in Chrome Browser but does not work in Microsoft Edge.