Intermedia Unite integration with Microsoft Dynamics 365 allows Intermedia Unite users to click-to-dial, log calls and pull up a contact card of the caller – all inside Dynamics 365 CRM.

Adding A Domain In HostPilot

In order to integrate Intermedia Unite with Microsoft Dynamics 365 you need to add the domain you use in Dynamics 365 CRM in your HostPilot. Read our Knowledge Base article  Intermedia Unite Integrations Management in HostPilot  for more information.

Installation

  1. Click here  to download the Intermedia Unite Microsoft Dynamics 365 integration.
  2. In Dynamics 365 navigate to Settings > Solutions.
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  3. Click Import.
  4. You will see Select Solution Package window. Click Choose File and select .zip file downloaded in step 1.
  5. Once .zip file is uploaded click Next.
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  6. Click Next again in Solution Information window.
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  7. Click Import to import Intermedia Unite Dynamics 365 integration.
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  8. When import is completed, you can click Close to finish installation.
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Intermedia Unite Microsoft Dynamics 365 Integration Configuration

Add or remove access to plugin for end-users

  1. Click on previously imported integration. A new window will open. 
  2. Navigate to Configuration > Users. Check the box in front of the selected user name and click Add to give access or Remove to revoke access to the plugin. You can use Add To All option to grant access to all users at once.
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Default Configuration

  1. To create Default Configuration, open previously imported integration. A new window will open. Navigate to Phone Settings > Add Default Configuration. 
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  2. It can be created for:
    • Contact
    • Account
    • Lead

Auto Create And Auto Open Flags

As an account administrator, you can set Auto Create and Auto Open options.

  • Auto Create automatically creates completed calls as Phone Call records
  • Auto Open allows users to automatically open known Contact, Account or Lead record associated with the phone number used on call. If this option is not selected, users will need to click on the number to pull up the caller record.
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Update Intermedia Unite Microsoft Dynamics 365 Integration File

  1. In Dynamics 365 navigate to Settings > Solutions.
  2. Click Import.
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  3. You will see Select Solution Package window. Click Choose File and select new .zip file you want to import.
  4. Once .zip file is uploaded click Next.
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  5. Click Next in Solution Information window.
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  6. You will be presented with Import Options window. Choose Overwrite Customizations option and click Import.
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  7. Once import is completed, click Close to finish the update.
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