This is considered the simplest, fully native telephony option according to Dynamics telephony guides. Here’s how:
- Open your Dynamics 365 and access the 'App Settings'.
- Go to 'App Extensions' and click 'Partner Apps'.
- Go to the search bar and type 'Telephony'.
- Browse from the results and click 'Dynamics for Telephony'.
- Click 'Free Trial' to begin the process.
- Select the target environment.
- Agree to the environment's terms by checking each box.
- Once done, click 'Install' to integrate Dynamics 365 with Telephony.



