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Topics#MS TEAMSEmily Ernst's Question
Emily Ernst (Sentry Data Systems) asked in #MS TEAMS
Jul 20, 2021, 7:14 PM

With the Team Integration feature, can you dial a SF Contact right from Team?

We use Teams as our phone system. Can you dial out directly from the Contact Object with Teams?

 

#MS TEAMS

1 answer
  1. Tom Bassett (Vera Solutions)
    Jul 21, 2021, 7:56 PM

    Hello,

     

    The Teams Integration allows you to surface Salesforce Records from particular objects in Teams Messages and there is no dialler type functionality.

     

    If you wanted Click-to-dial eg. pressing on a Contact Record in Salesforce calls the number using teams then you'd be looking at a function called CTI.

     

    There are 3rd party connectors for this here;

    https://www.tenfold.com/integrations/salesforce/microsoft-teams

    https://www.natterbox.com/about/newsroom/natterbox-links-voice-component-of-microsoft-teams-to-salesforce/

     

    Alternatively you'd be looking at setting up your own connection which would likely require developer expertise to achieve.

     

    Thanks, Tom

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