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Using the Contact softphone within MS Dynamics

To use the Contact softphone within MS Dynamics to make and receive calls:

Procedure #

  1. Log into your MS Dynamics account as usual.
  2. Open the Contact application that is integrated in your account.
  3. Enter your Horizon Contact login details.

You can now answer calls using the Contact softphone within MS Dynamics.

Note: If you cannot see the Contact softphone within MS Dynamics, the following icon is displayed in the top-right toolbar:

and, when you try to log into the Contact softphone, an error message is displayed. This is because some web browsers block all third-party cookies and local storage access, preventing CRM integration. You will need to enable third-party cookies by following the instructions in Troubleshooting.

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