Ooma for Microsoft Dynamics 365 Overview (Pro Plus)

Ooma Office Pro Plus subscribers can integrate Ooma with Microsoft Dynamics 365. Once integration is enabled, users will enjoy access to the Ooma Office plugin right in their CRM, as well as automated lookups of customer CRM records related to the remote party’s phone number for both inbound and outbound calls and automated call logging.

Choose a topic from the list below to learn more about Ooma for Microsoft Dynamics:

Administrator

• How to set up CRM integration between Ooma and Dynamics 365

Troubleshooting

• User can’t log into the Ooma Office CRM plugin
• User can’t see the Ooma Office application in Dynamics 365

User

• Using the Ooma Office CRM plugin