The Zoom integration for Microsoft Dynamics 365 enables you to use Zoom Phone in Dynamics 365. Features include the following:

• Initiating calls to existing contacts
• Receiving calls and creating new contacts
• Viewing call logs
• Adding attributes for calls: note, assign to, relates to, disposition

This article covers:

• How to install the required apps
  • Install Microsoft Dynamics 365
  • Install Zoom for Dynamics 365
• How to configure the integration
  
  • Zoom web portal
  • Home Dynamics portal
  • Finish authorization
• How to use Zoom Phone
  
  • Initiate and receive calls
  • Maintain call information
  • Call logs
  • Use SMS in MS Dynamics
    • Send a text message to a phone number or contact
    • Read a text message
  • Sign out from the Zoom app
• How to log SMS
  • Log SMS manually
  • Log SMS automatically
  • View SMS log in Microsoft Dynamics
• How to uninstall from the Zoom App Marketplace
• Troubleshooting for Microsoft Dynamics 365
  
  • Issues with accessing the Zoom integration
  • Issues with being unable to save phone activities
  • Issues with being unable to search for users’ phone numbers
• Data security

Prerequisites for Microsoft Dynamics 365

• Account owner or admin privileges
• Pro, Business, Education, or Enterprise account
• Valid Zoom Phone plan
• Zoom desktop client, 5.2.0 or higher
• Zoom admin has configured phone numbers in the Zoom Phone system
• Microsoft Dynamic’s Channel Integration Framework (CIF) installed

How to install the required apps

The integration consists of an app for the Zoom desktop client and an app for Home Dynamics. To enable the integration, you need to install both apps:

• Microsoft Dynamics 365 app from the Zoom App Marketplace
• Zoom for Dynamics 365 app from Dynamics 365 appSource

Install Microsoft Dynamics 365

To install the Microsoft Dynamics 365 app from the Zoom App Marketplace:

1. 1. Sign in to the Zoom App Marketplace as a Zoom account administrator.
   2. In the top right of your screen, enter Microsoft Dynamics in the search box to find the app.
   3. In your search results, find the Microsoft Dynamics 365 app and click it.
   4. Click Add.
   5. Confirm the permissions the app requires, then click Authorize.
      The installation redirects you to the Home Dynamics site.

Install Zoom for Dynamics 365

To install the Zoom for Dynamics 365 app from the Dynamics 365 appSource:

1. 1. Sign in to https://dynamics.microsoft.com as an administrator.
   2. Click Get more apps.
   3. Search for Zoom.
   4. Select Zoom for Dynamics 365 and click Get it now.
      Note: To get Dynamics 365 follow this Microsoft article.
   5. Complete filling out your information.
   6. Agree to the terms and click Continue.
   7. Select an environment and click Install.

How to configure the integration

You must configure the integration in the Zoom web portal and the Home Dynamics portal.

Zoom web portal

To enable users to place calls directly, configure Zoom account settings:

1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
2. In the navigation menu, click Account Management then Account Settings.
3. Click the Zoom Phone tab.
4. Click the Automatically Call From 3rd Party Apps toggle to enable or disable it.

Home Dynamics portal

To display the integration in Microsoft Dynamic CIF framework:

1. Sign in to https://dynamics.microsoft.com/ as an administrator.
2. Open the Channel Integration Framework app.
3. Access Channel Provider and click New.
4. For Channel Provider Configuration, enter the following information:
   • Name: Zoom Video Inc
   • Label: Zoom Video Inc
   • Enable Outbound Communication: Yes
   • Channel Order: 1
   • Trusted Domain: https://applications.zoom.us
   • Channel URL: https://applications.zoom.us/mscrm/login?base=https://yourdomain.crm.dynamics.com
     Note: the domain in the Channel URL should match your CRM domain.
5. For Select Unified Interface Apps for the Channel, enter the apps you want to access the Zoom Phone app. Example: Customer Service Hub.
6. For Select Roles for the Channel, enter the roles your organization wants to use the Zoom app, and make sure the selected roles have the CIF permission by doing the following:
   • In Microsoft Dynamics 365, click Advanced Settings, click Security, then Security Roles.
   • Click on your role, then select the Custom Entities tab.
   • Select Read Permission for Channel Integration Framework v1.0 Provider.
7. Click Save and Close.

Finish authorization

To finish the authorization process, sign in to Zoom Phone in Microsoft Dynamics 365 Zoom:

1. Sign in to MS Dynamics 365.
2. Open the app you configured to use the Zoom Phone.
   For example, Customer Service Hub; the app displays Zoom Phone as a widget on the side.
3. Click Sign In.
4. Click Authorize.
   Note: Your Zoom admin may need to pre-approve the Zoom app in the Zoom App Marketplace.
   Once authorized, the widget displays the Zoom Phone dial pad.

How to use Zoom Phone

Initiate and receive calls

When you make an outbound call or receive a call, it automatically:

• Opens the Zoom Phone client
• Changes the widget UI to capture the call information

Maintain call information

When completing the call information, consider these options:

Field	Description and Options
Assign To	* Contact: create new contact * Existing Contact: Displays the Call From field. You can select from a list of existing contacts.
Relates To	Select from: * Account * Contact * Lead * Opportunity * Incident
Disposition	Select from: * Left a voicemail * No answer * Contacted * Bad number

Call logs

After a call ends the Zoom app displays the call log. You can:

• Listen to recordings
• Listen to voicemail
• View activity
• Add activity
• Copy the number

Use SMS in MS Dynamics

The SMS feature in the Zoom Phone app in MS Dynamics allows you to send and receive text messages (SMS) if you are assigned this privilege by your admin. If you don't have this function, please contact your Zoom admin.

Send a text message to a phone number or contact

Notes:

• To send an SMS when you have multiple direct phone numbers will require you to choose one of those numbers to send your SMS from.
• You can send a message to up to 10 recipients at the same time.
• You can send a message to an existing SMS thread.

1. Access the Zoom Phone widget in your MS Dynamics app.
2. From the phone dial pad, select the SMS tab.
3. Click the pencil icon  to start writing your new text message.
4. In the To: box, type the phone number or the name of the contact to send the text message.
5. In the Text here... box, type your message.
6. Press enter to send a message.
   Your message will be sent.
   Note: If sending the message fails, click Retry to send the message again, or click Delete to delete it.
7. (Optional) Click the file icon  to send images.
   Note: Only JPG, PNG, JPEG, GIF files are supported at this time with a maximum file size of 2MB, and you can only send one image at a time.

Read a text message

1. Access the Zoom Phone widget in your MS Dynamics app.
2. From the phone dial pad, select the SMS tab.
3. Click the text message you desire to read.

Sign out from the Zoom app

You can sign out from the Zoom app to clear the user-session information.

1. In the Zoom Phone widget, select the profile icon.
2. Click Sign Out.

To remove your data from the database, see How to uninstall from the App Marketplace.

How to log SMS

The SMS Logging feature is only available in Zoom for Dynamics 365 version 1.1. If you cannot see the Sync button on the SMS session detail page, you can upgrade the Zoom for Dynamics 365 app at AppSource and then, reinstall the Zoom for Dynamics 365 app.

Log SMS manually

1. Access the Zoom Phone widget in your MS Dynamics app
2. From the phone dial pad, select the SMS tab.
3. Select one SMS session, and on the top right, click Sync.
   It will save messages from the last two months into your MS Dynamics app.
   Note: The last 2 months are defined as any SMS sent or received from the start of the previous month to the end of the current month.

Log SMS automatically

To log SMS automatically, you need to enable the Auto log SMS feature in the Zoom Phone Widget.

1. Access the Zoom Phone widget in your MS Dynamics app
2. On the bottom left, click the Settings tab.
3. Click the toggle to enable the Auto Log SMS.
   Your SMS messages will automatically be saved into your MS Dynamics app.

View SMS log in Microsoft Dynamics

SMS logs are saved as SMS Activity in MS Dynamics and will be related to the matched contact.

1. Sign in to MS Dynamics 365.
2. On the left of the page, click Activities.
3. Under My Activities, click the Activity Type drop-down, then select SMS.
   All of your SMS log activities will be displayed.
4. (Optional) On the left of the page, click Contacts, select a contact, and then under Timeline, you can view the SMS log activities associated with the contact.

How to uninstall from the Zoom App Marketplace

1. Sign in to the Zoom App Marketplace as the account administrator.
2. In the top right of the page, click Manage.
3. In the navigation menu, click Added Apps.
4. Next to Microsoft Dynamics 365, click Remove.
5. Confirm the dialogue and click Remove.

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.

The correct app and roles are selected in the Channel Integration Framework.

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.

Data security

• The Dynamics 365 CRM requires Zoom account access.
  • The Dynamics 365 CRM can view:
  • User information: user id, first name, last name, email, user type
• Phone information: phone number, call log, voicemail, recording
• The app caches Dynamics 365 CRM contactId, leadId, accountId, phone activityId.
• Communication between Zoom and the Zoom app is encrypted:
  • Protocol: TLS 1.2
  • Cipher suite: ECDHE-ECDSA-AES128-GCM-SHA256
  • Key length: 128 bits
  • Perfect Forward secrecy: YES