--- title: "Set up the 8x8 integration for Microsoft Dynamics" slug: "set-up-the-8x8-integration-for-microsoft-dynamics" updated: 2026-07-23T10:07:36Z published: 2026-07-23T10:07:36Z canonical: "help.8x8.com/set-up-the-8x8-integration-for-microsoft-dynamics" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.8x8.com/llms.txt > Use this file to discover all available pages before exploring further. # Set up the 8x8 integration for Microsoft Dynamics To take advantage of the 8x8 integration for **Microsoft Dynamics**, you must download the 8x8 integration app from the **Microsoft Dynamics** marketplace and configure it. Configuring **8x8 Work** (also known as **8x8 Work**) and/or **8x8 Contact Center** with **Microsoft Dynamics** requires you to download the 8x8 integration package and then create a custom solution for **8x8 Work for Microsoft Dynamics** or **8x8 Contact Center for Microsoft Dynamics**. **Download the 8x8 integration package (new customers)** **To download the 8x8 integration package:** 1. Log in to **Microsoft Dynamics** as an administrator. 2. Navigate to **Settings ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon-settings_17x18.png?sv=2026-02-06&spr=https&st=2026-11-03T23%3A01%3A07Z&se=2026-11-04T00%3A01%3A07Z&sr=c&sp=r&sig=HwUQf%2Ff4krj7ifb3UtN5SrLfrMkYnh9ZlNFL29qMBAs%3D) > Advanced Settings > Settings > Solutions**. 3. Click ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/IocnMarketplace.png?sv=2026-02-06&spr=https&st=2026-11-03T23%3A01%3A07Z&se=2026-11-04T00%3A01%3A07Z&sr=c&sp=r&sig=HwUQf%2Ff4krj7ifb3UtN5SrLfrMkYnh9ZlNFL29qMBAs%3D) **Get Solutions from Marketplace** on the top menu. 4. Search for the **8x8 Integration for Microsoft Dynamics 365** app. 5. Click **Get It Now**. 6. Select an instance or Dynamics 365 organization to add the 8x8 solution to. 7. Review the legal terms, select the check boxes to accept the terms, then click **Install**. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/download-integration-package.gif?sv=2026-02-06&spr=https&st=2026-11-03T23%3A01%3A07Z&se=2026-11-04T00%3A01%3A07Z&sr=c&sp=r&sig=HwUQf%2Ff4krj7ifb3UtN5SrLfrMkYnh9ZlNFL29qMBAs%3D) 8. Click **Publish All Customizations** o complete the installation process. The integration package displays in the list of solutions. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/publish-customization.png?sv=2026-02-06&spr=https&st=2026-11-03T23%3A01%3A07Z&se=2026-11-04T00%3A01%3A07Z&sr=c&sp=r&sig=HwUQf%2Ff4krj7ifb3UtN5SrLfrMkYnh9ZlNFL29qMBAs%3D) **Update the installation package** 1. Go to **Settings ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon-settings_17x18.png?sv=2026-02-06&spr=https&st=2026-11-03T23%3A01%3A07Z&se=2026-11-04T00%3A01%3A07Z&sr=c&sp=r&sig=HwUQf%2Ff4krj7ifb3UtN5SrLfrMkYnh9ZlNFL29qMBAs%3D) > Advanced Settings > Settings > Solutions** to copy the current configuration code. > [!WARNING] > Important: > > We recommend copying your custom configuration details from the new_config file and saving them prior to updating the installation package. The updated installation package overwrites the new_config. You are required to add your custom configuration details into the new_config file for your updated custom integration to work. 2. Click the **8x8 integration** package version 0.3.6. A new window displays. 3. Double-click **new_config** to open the web resources window. 4. Click **Text Editor**. 5. Copy and save the custom configuration details in a notepad. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/copy-config.gif?sv=2026-02-06&spr=https&st=2026-11-03T23%3A01%3A07Z&se=2026-11-04T00%3A01%3A07Z&sr=c&sp=r&sig=HwUQf%2Ff4krj7ifb3UtN5SrLfrMkYnh9ZlNFL29qMBAs%3D) 6. Open the Power Apps admin center platform and go to **Solutions**. 7. Locate the integration package for the app and click on **Update available** from the Status column. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/update-available.png?sv=2026-02-06&spr=https&st=2026-11-03T23%3A01%3A07Z&se=2026-11-04T00%3A01%3A07Z&sr=c&sp=r&sig=HwUQf%2Ff4krj7ifb3UtN5SrLfrMkYnh9ZlNFL29qMBAs%3D) 8. Select the check box to agree to the terms of service, and click **Update**. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/agree-to-update-0-3-7.png?sv=2026-02-06&spr=https&st=2026-11-03T23%3A01%3A07Z&se=2026-11-04T00%3A01%3A07Z&sr=c&sp=r&sig=HwUQf%2Ff4krj7ifb3UtN5SrLfrMkYnh9ZlNFL29qMBAs%3D) 9. Go to the Solutions page. You will now see two 8x8 integration packages installed. 10. Click on the 8x8 integration package version 0.3.6. 11. Click **Apply updated solution**. A new page displays. 12. Click **Overwrite Customizations**. 13. Click **Import**. 14. Click **Publish All Customizations**. 15. Close the window. 16. Go to **Settings ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon-settings_17x18.png?sv=2026-02-06&spr=https&st=2026-11-03T23%3A01%3A07Z&se=2026-11-04T00%3A01%3A07Z&sr=c&sp=r&sig=HwUQf%2Ff4krj7ifb3UtN5SrLfrMkYnh9ZlNFL29qMBAs%3D) > Advanced Settings > Settings > Solutions** to update the current configuration code. 17. Click the **8x8 integration** package version 0.3.7. 18. Double-click **new_config** to open the web resources window. 19. Click **Text Editor**. 20. Update the new_config with the custom configuration details you saved prior to updating the installation package. > [!WARNING] > Important: > > Only add the custom configuration details in the new_config file. Do not copy and paste the entire old code over the new one to avoid overriding the new code. For example, the new_config for tenants using 8x8 Unified Login or 8x8 Unified Login with **8x8 Work** will look like this: ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/new-config-example.png?sv=2026-02-06&spr=https&st=2026-11-03T23%3A01%3A07Z&se=2026-11-04T00%3A01%3A07Z&sr=c&sp=r&sig=HwUQf%2Ff4krj7ifb3UtN5SrLfrMkYnh9ZlNFL29qMBAs%3D) 21. Click **OK**. 22. Click **Publish All Customizations**. **Create a custom solution for 8x8 Contact Center and/or 8x8 Work users (new customers)** When you download the 8x8 integration package, the package points to the **8x8 Contact Center** cluster by default. You must configure the team members in **Microsoft Dynamics**, and then customize the package for **8x8 Contact Center** users, or **8x8 Work** (also known as **8x8 Work**) users, or both: **To configure teams in Microsoft Dynamics:** 1. Log in to your **Microsoft Dynamics** account. 2. Go to **Settings ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon-settings_17x18.png?sv=2026-02-06&spr=https&st=2026-11-03T23%3A01%3A07Z&se=2026-11-04T00%3A01%3A07Z&sr=c&sp=r&sig=HwUQf%2Ff4krj7ifb3UtN5SrLfrMkYnh9ZlNFL29qMBAs%3D) > Advanced Settings > Settings > Security > Teams**. 3. Click the **+New** tab. 4. In the **Team Name** field, type a relevant team name. 5. In the **Administrator** field, add the unique identifier of the primary user responsible for the team. You can also click ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon-search_18x18.png?sv=2026-02-06&spr=https&st=2026-11-03T23%3A01%3A07Z&se=2026-11-04T00%3A01%3A07Z&sr=c&sp=r&sig=HwUQf%2Ff4krj7ifb3UtN5SrLfrMkYnh9ZlNFL29qMBAs%3D) to select an ID from the record list. 6. Click the save icon ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon-save_18x18.png?sv=2026-02-06&spr=https&st=2026-11-03T23%3A01%3A07Z&se=2026-11-04T00%3A01%3A07Z&sr=c&sp=r&sig=HwUQf%2Ff4krj7ifb3UtN5SrLfrMkYnh9ZlNFL29qMBAs%3D) from the bottom right corner of the page. 7. From the **Team members** section, click ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon-add_18x18.png?sv=2026-02-06&spr=https&st=2026-11-03T23%3A01%3A07Z&se=2026-11-04T00%3A01%3A07Z&sr=c&sp=r&sig=HwUQf%2Ff4krj7ifb3UtN5SrLfrMkYnh9ZlNFL29qMBAs%3D) to add a user. 8. In the search field that displays, type the user name and: - press Enter on your keyboard. 9. -OR- If the search finds a match for the user name, it displays the user info. - click ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon-search_18x18.png?sv=2026-02-06&spr=https&st=2026-11-03T23%3A01%3A07Z&se=2026-11-04T00%3A01%3A07Z&sr=c&sp=r&sig=HwUQf%2Ff4krj7ifb3UtN5SrLfrMkYnh9ZlNFL29qMBAs%3D) to search for the user. 10. Select the user from the search result list to make them a team member. 11. Click the save icon ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon-save_18x18.png?sv=2026-02-06&spr=https&st=2026-11-03T23%3A01%3A07Z&se=2026-11-04T00%3A01%3A07Z&sr=c&sp=r&sig=HwUQf%2Ff4krj7ifb3UtN5SrLfrMkYnh9ZlNFL29qMBAs%3D). ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/msd-add-team-members.gif?sv=2026-02-06&spr=https&st=2026-11-03T23%3A01%3A07Z&se=2026-11-04T00%3A01%3A07Z&sr=c&sp=r&sig=HwUQf%2Ff4krj7ifb3UtN5SrLfrMkYnh9ZlNFL29qMBAs%3D) **To create a custom solution for 8x8 Contact Center users:** 1. In **Microsoft Dynamics**, go to **Settings ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon-settings_17x18.png?sv=2026-02-06&spr=https&st=2026-11-03T23%3A01%3A07Z&se=2026-11-04T00%3A01%3A07Z&sr=c&sp=r&sig=HwUQf%2Ff4krj7ifb3UtN5SrLfrMkYnh9ZlNFL29qMBAs%3D) > Advanced Settings > Solutions**. 2. Click the **New** button. 3. Enter a **Display Name** such as My 8x8 Custom Package. The **Name** field value is also populated as the display name. > [!NOTE] > Note: > > A **Microsoft Dynamics** limitation prevents you to start the name with a number. If you must start with a number, edit the name field to start with an alphabet letter instead of a number, such as My8x8CustomPackage. 4. Select the default **Publisher** for your organization from the list. The publisher belongs to your organization and is created when the admin creates a domain. For example, the default publisher for AcmeJets is created when the admin creates https://AcmeJets.crm.dynamics.com. 5. Enter a **Version** number such as 1.0.0.0. 6. Click **Save**.![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/VCC_MSD_customPackage.gif?sv=2026-02-06&spr=https&st=2026-11-03T23%3A01%3A07Z&se=2026-11-04T00%3A01%3A07Z&sr=c&sp=r&sig=HwUQf%2Ff4krj7ifb3UtN5SrLfrMkYnh9ZlNFL29qMBAs%3D) The custom solution, 8x8 Custom Package, appears in the list of solutions of your **Microsoft Dynamics**. 7. While in the Information window, open **Components**. 8. Select **Add Existing** on the top horizontal menu. 9. Select **Web Resource** from the list. 10. Select **new_config** and click **OK**. 11. Double-click **new_config**. It opens the web resources window. 12. Click **Text Editor** to edit the content. To integrate **Microsoft Dynamics** with regular **8x8 Contact Center** tenants, you are only required to update the highlighted (bolded) part of the code as shown in the following example. Keep the rest of the code in your configuration file as is: > [!WARNING] > Important: > > Enter your VCC cluster and leave the highlighted (bolded) code line uncommented. In the code, VO refers to **8x8 Work**, while VCC refers to **8x8 Contact Center**. `// Team configuration: Use VO_TEAM and VCC_TEAM only if VO & VCC both needed. otherwise, leave it empty` `var VO_TEAM = [];` `var VCC_TEAM = [];` `// Application type and cluster configuration` `var DEFAULT_COMMUNICATION_PANEL_SETUP = "VCC";` `var CLUSTER = "vcc-na4";` `VCC mode, find the info from Config Manager.` `var MODE = '1';` `// Use VCC regular tenant VS VOVCC tenant` `var VCC_DOMAIN = "https://" + CLUSTER +".8x8.com";` `//var VCC_DOMAIN = "https://sso.8x8.com/login/" +CLUSTER;` ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/custom-solution-vcc-code.png?sv=2026-02-06&spr=https&st=2026-11-03T23%3A01%3A07Z&se=2026-11-04T00%3A01%3A07Z&sr=c&sp=r&sig=HwUQf%2Ff4krj7ifb3UtN5SrLfrMkYnh9ZlNFL29qMBAs%3D) **To integrate Microsoft Dynamics with 8x8 Contact Center tenants using 8x8 Unified Login or 8x8 Unified Login with 8x8 Work, you are only required to update the highlighted (bolded) part of the code as shown in the following example. Keep the rest of the code in your configuration file as is:** > [!WARNING] > Important: > > Leave the highlighted (bolded) code line uncommented. In the code, VO refers to **8x8 Work**, while VCC refers to **8x8 Contact Center**. `// Team configuration: Use VO_TEAM and VCC_TEAM only if VO & VCC both needed. otherwise, leave it empty` `var VO_TEAM = [];` `var VCC_TEAM = [];` `// Application type and cluster configuration` `var DEFAULT_COMMUNICATION_PANEL_SETUP = "VCC";` `var CLUSTER = "vcc-na4";` `VCC mode, find the info from Config Manager.` `var MODE = '3';` `// Use VCC regular tenant VS VOVCC tenant` `//var VCC_DOMAIN = "https://" + CLUSTER +".8x8.com";` `var VCC_DOMAIN = "https://sso.8x8.com/login/" +CLUSTER;` > [!NOTE] > Note: > > If a customer is on an na6 cluster and a mode 3 tenant, the domain is `https://sso.8x8.com/login/vcc` instead of `https://sso.8x8.com/login/vcc-na6`[.](https://sso.8x8.com/login/vcc) ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/custom-solution-vcc-sso-code.png?sv=2026-02-06&spr=https&st=2026-11-03T23%3A01%3A07Z&se=2026-11-04T00%3A01%3A07Z&sr=c&sp=r&sig=HwUQf%2Ff4krj7ifb3UtN5SrLfrMkYnh9ZlNFL29qMBAs%3D)To learn more about **8x8 Contact Center** platform URLs, see our [Platform URL guide](https://support.8x8.com/@api/deki/files/2500/Platform-URL-Guide-Virtual-Contact-Center.pdf). **To integrate Microsoft Dynamics with 8x8 Work:** > [!WARNING] > Important: > > You are only required to update the highlighted (bolded) part of the code. Keep the rest of the code in your configuration file as is. In the code, VO refers to **8x8 Work**, while VCC refers to **8x8 Contact Center**. `// Team configuration: Use VO_TEAM and VCC_TEAM only if VO & VCC both needed. otherwise, leave it empty` `var VO_TEAM = [];` `var VCC_TEAM = [];` `// Application type and cluster configuration` `var DEFAULT_COMMUNICATION_PANEL_SETUP = "VO";` `var CLUSTER = "vcc-na4";` `// VCC mode, find the info from Config Manager.` `var MODE = '3';` `// Use VCC regular tenant VS VOVCC tenant` `//var VCC_DOMAIN = "https://" + CLUSTER +".8x8.com";` `var VCC_DOMAIN = "https://sso.8x8.com/login/" +CLUSTER;` ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/custom-solution-vo-sso-code.png?sv=2026-02-06&spr=https&st=2026-11-03T23%3A01%3A07Z&se=2026-11-04T00%3A01%3A07Z&sr=c&sp=r&sig=HwUQf%2Ff4krj7ifb3UtN5SrLfrMkYnh9ZlNFL29qMBAs%3D) **To integrate Microsoft Dynamics with 8x8 Contact Center and 8x8 Work:** > [!WARNING] > Important: > > You are only required to update the highlighted (bolded) part of the code. Keep the rest of the code in your configuration file as is. In the code, VO refers to **8x8 Work**, while VCC refers to **8x8 Contact Center**. Determine the primary application of the tenant used by most employees and then specify the teams who are the exceptions. Note that teams are configured earlier in the installation process. To learn more, refer to the [configure teams in **Microsoft Dynamics**](/documentation/docs/set-up-the-8x8-integration-for-microsoft-dynamics#cusotm-solution) section. For example, let’s assume all AcmeJets employees use **8x8 Work** except the Sales team who uses both **8x8 Work** and **8x8 Contact Center**. Designate **8x8 Work** as the default application of the tenant and add the Sales team as the **8x8 Contact Center** user. See the example code below: `// Team configuration: Use VO_TEAM and VCC_TEAM only if VO & VCC both needed. otherwise, leave it empty` `var VO_TEAM = [];` `var VCC_TEAM = ["Sales"];` `// Application type and cluster configuration` `var DEFAULT_COMMUNICATION_PANEL_SETUP = "VO";` `var CLUSTER = "vcc-na1";` `// VCC mode, find the info from Config Manager.` `var MODE = '3';` `// Use VCC regular tenant VS VOVCC tenant` `//var VCC_DOMAIN = "https://" + CLUSTER +".8x8.com";` `var VCC_DOMAIN = "https://sso.8x8.com/login/" +CLUSTER;` > [!NOTE] > Note: > > If a customer is on an na6 cluster and a mode 3 tenant, the domain is `https://sso.8x8.com/login/vcc` instead of `https://sso.8x8.com/login/vcc-na6`[.](https://sso.8x8.com/login/vcc) [](https://sso.8x8.com/login/vcc)![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/custom-solution-vo-sales-team-code.png?sv=2026-02-06&spr=https&st=2026-11-03T23%3A01%3A07Z&se=2026-11-04T00%3A01%3A07Z&sr=c&sp=r&sig=HwUQf%2Ff4krj7ifb3UtN5SrLfrMkYnh9ZlNFL29qMBAs%3D) 13. Click **OK**. 14. Click **Save**. 15. Click **Publish All Customizations** and then close the window. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/VCC_MSD_CreateCustomSolutions01.gif?sv=2026-02-06&spr=https&st=2026-11-03T23%3A01%3A07Z&se=2026-11-04T00%3A01%3A07Z&sr=c&sp=r&sig=HwUQf%2Ff4krj7ifb3UtN5SrLfrMkYnh9ZlNFL29qMBAs%3D) 16. Refresh the page to see the ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon_8x8.png?sv=2026-02-06&spr=https&st=2026-11-03T23%3A01%3A07Z&se=2026-11-04T00%3A01%3A07Z&sr=c&sp=r&sig=HwUQf%2Ff4krj7ifb3UtN5SrLfrMkYnh9ZlNFL29qMBAs%3D) in **Microsoft Dynamics** application. Double-click ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon_8x8.png?sv=2026-02-06&spr=https&st=2026-11-03T23%3A01%3A07Z&se=2026-11-04T00%3A01%3A07Z&sr=c&sp=r&sig=HwUQf%2Ff4krj7ifb3UtN5SrLfrMkYnh9ZlNFL29qMBAs%3D) icon on the left corner of **Microsoft Dynamics** to open the 8x8 integration app. Enter your credentials as an agent and log in. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/MSDynamics-8x8Solution02.png?sv=2026-02-06&spr=https&st=2026-11-03T23%3A01%3A07Z&se=2026-11-04T00%3A01%3A07Z&sr=c&sp=r&sig=HwUQf%2Ff4krj7ifb3UtN5SrLfrMkYnh9ZlNFL29qMBAs%3D) **Set up click-to-dial functionality (optional)** With **click-to-dial** capability, you can simply click phone numbers within the **Microsoft Dynamics** records and initiate calls via the **8x8 Contact Center for Microsoft Dynamics** or **8x8 Work for Microsoft Dynamics**. Agents can click the phone field to make a call. Customize the contact form in **Microsoft Dynamics**, save your changes, and publish to see the **click-to-dial** capability. This feature is also available for any other object with a phone field. **To set up click-to-dial:** 1. Log in to **Microsoft Dynamics**. 2. Open **Settings > Customizations** and click **Customize the system**. 3. Go to **Components > Entities > Contact > Forms**. 4. In the active forms list, click to open the **Contact** form, and start making changes: ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/VCC_MSD_ClicktoDial01.gif?sv=2026-02-06&spr=https&st=2026-11-03T23%3A01%3A07Z&se=2026-11-04T00%3A01%3A07Z&sr=c&sp=r&sig=HwUQf%2Ff4krj7ifb3UtN5SrLfrMkYnh9ZlNFL29qMBAs%3D) 1. In the Contact form, double-click the **CONTACT INFORMATION** window. 2. In the Section Properties window, go to the **Formatting** tab. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/MSDynamics_ContactFormatting01.png?sv=2026-02-06&spr=https&st=2026-11-03T23%3A01%3A07Z&se=2026-11-04T00%3A01%3A07Z&sr=c&sp=r&sig=HwUQf%2Ff4krj7ifb3UtN5SrLfrMkYnh9ZlNFL29qMBAs%3D) 3. Select **Two Columns** for the field layout. This option stretches the field box across two columns. 4. Click **OK** to close the section window. 5. Double-click each field individually, except the Business and Mobile phone fields, go to the **Formatting** tab and select **Two columns**. > [!NOTE] > Note: > > Keep the Business and Mobile phone fields as **One column**. It leaves enough room for the **click-to-dial** icon. 5. In the **Insert** tab on top of the page: ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/MSDynamics-web-resources-new.png?sv=2026-02-06&spr=https&st=2026-11-03T23%3A01%3A07Z&se=2026-11-04T00%3A01%3A07Z&sr=c&sp=r&sig=HwUQf%2Ff4krj7ifb3UtN5SrLfrMkYnh9ZlNFL29qMBAs%3D) 1. Click **Web Resource** in the horizontal menu. 2. In the General tab, select **new_clicktodialform** for web resource. 3. Enter a designated **Name** such as telephone1. The **Label** field is populated with the exact name. The **click-to-dial** label must be unique within each entity. Use the label mapping below for your convenience: | Entity | Entity Field | Click to Dial Label | | --- | --- | --- | | Contact | Business Phone | telephone1 | | Contact | Mobile Phone | mobilephone | | Account | Phone | telephone1 | | Lead | Business Phone | telephone1 | | Lead | Mobile Phone | mobilephone | 4. Go to the **Formatting** tab and select layout as **One column**. It creates space for **click-to-dial** icon. 5. Enter **1** for the **Number of Rows**. 6. Click **OK**. The new **click-to-dial** icon appears in the form. Drag and drop this field to the second column of the phone field . 6. Go back to the **Home** tab on top of the page: 1. Click **Save**. 2. Click **Publish** and close the contact form. 7. Open your **Contacts** in **Microsoft Dynamics** and click any contact to see the changes. A red phone ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon_MDS-8x8-phone-red_23x18.png?sv=2026-02-06&spr=https&st=2026-11-03T23%3A01%3A07Z&se=2026-11-04T00%3A01%3A07Z&sr=c&sp=r&sig=HwUQf%2Ff4krj7ifb3UtN5SrLfrMkYnh9ZlNFL29qMBAs%3D) icon appears next to the phone field, indicating the **click-to-dial** capability. Click the phone number to establish a call from within the contact. 8. Repeat this procedure for other fields with a phone number to set up the **click-to-dial** functionality.![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/MSDynamics-8x8solution-new.jpg?sv=2026-02-06&spr=https&st=2026-11-03T23%3A01%3A07Z&se=2026-11-04T00%3A01%3A07Z&sr=c&sp=r&sig=HwUQf%2Ff4krj7ifb3UtN5SrLfrMkYnh9ZlNFL29qMBAs%3D)