Comparing Zoom Phone for Dynamics versions

Zoom Phone for Dynamics has a new and improved experience available for new and existing customers. This page provides a comparison between the old (V1) and new (V2) versions of Zoom Phone for Dynamics, highlighting key changes in both the admin and user experiences for existing customers to compare.

Table of Contents

Key considerations

Comparison of Zoom Phone for Dynamics key upgrades and changes

This summary helps understand the major differences and improvements when transitioning from the old version (V1) to the new version (V2) of Zoom Phone for Dynamics.

Admin experience

 
Admin experienceOld versionNew version
Setup and configuration
  • CIF config
  • Channel URI: https://applications.zoom.us/integration/phone/dynamicsphone/home
  • User settings are eliminated.
  • Admins have the ability to control the following configurations for their account:
    • Sub Domain: Enter the subdomain name.
    • Auto Log Calls: Automatically log incoming and outgoing calls.
    • Auto Log SMS: Automatically log incoming and outgoing SMS.
    • Disable Contact: Prevents contact pop-up when a call is ringing.
    • Auto Create Contact: Automatically creates a contact if no match is found for a call or SMS.

User experience

User experienceOld versionNew version

Softphone interface
  • No active call page.
  • Only Notes could be added within the Softphone interface.
  • From the homepage, users can only enter a name or number or use the keypad to dial.
  • Support active calls within the Softphone widget within Dynamics.
  • Users can launch the Notes screen during a call.
  • From the homepage, users can enter a name or number or use the keypad to dial. They can also access the Keypad, History, Voicemail, and SMS tabs, as well as view the Caller ID and Device information.

Data Sync and Call Logging
  • The call log only supports manual synchronization.
  • SMS only supports manual synchronization.
  • Includes automatic syncing and logging of calls into Dynamics 365 and data consistency improvements.
  • Continues to support manual logging of calls and SMS.

History tab
  • The History tab only includes call history.
    • Users can view All History, Missed, or Recording.
  • The History tab includes call history.
    • Users can view All History, Missed, Recording, or Unassigned.
  • Users have the ability to add notes, view notes, and filter by unassigned notes.

Making calls
  • Users can make calls from the contact/account/lead/opportunity/case record details page.
  • Users can make calls from the contact/account/lead/opportunity/case record details page.
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As you transition from the old Dynamics Zoom Phone integration to the new integration with Zoom Phone, please be advised that these changes may cause temporary disruptions. It is strongly recommended that the transition be carried out during off-peak hours to minimize the impact on daily operations.