Microsoft Dynamics VoIP Integration

Call Center for
MS Dynamics 365

Q: What phone systems integrate with Dynamics 365?

CloudTalk is one of the leading providers offering seamless Dynamics 365 telephony integration.

Q: What is Dynamics 365 integration?

Dynamics 365 integration connects your CRM with other tools like CloudTalk, enabling real-time data synchronization and workflow automation.

Q: What is Dynamics 365 for phones?

Dynamics 365 for phones is the mobile version of the CRM, allowing users to access features on the go.

Q: How to configure SLA in Dynamics 365?

Go to Settings > Service Management > SLA in Dynamics 365 to configure SLA policies.

Enhance customer engagement and team productivity with CloudTalk’s Microsoft Dynamics 365 CTI integration. Make and receive calls and send SMS messages directly in your CRM, and save time on manual tasks with 2-way synchronization.

Contact Sales

Try for Free

4,000+

Satisfied customers

160+

international numbers

300%

More calls per day

50%

Lower wait times

Why Integrate MS Dynamics 365 with CloudTalk?

Set up your Dynamics 365 telephony integration in minutes and save time with automation features your CRM and call center operations. Call, send SMS messages, and maintain clarity with seamless 2-way synchronization every 10 minutes. Automatically log interactions as activities and boost sales and support with Call campaign software for Microsoft Dynamics.

What Is Microsoft Dynamics 365?

Microsoft’s leading CRM platform, designed to improve customer management and operational efficiency. Support your agents with advanced tools for sales, customer service, and analytics, as well as scale, while ensuring optimal performance.

Contact Sales

MS Dynamics Phone Integration Benefits

Make Smarter Calls

Access call logs, recordings, notes, and complete call histories in your CRM. Initiate calls and follow up on interactions and support tickets with all the necessary insights at your fingertips. Alternatively, leverage CloudTalk’s Click-to-Call to drive sales by populating your Power Dialing companies from contacts with a single click.

Streamline Workflows

Speed up sales and support processes with workflow automation via the CTI integration with Dynamics 365. Set up custom triggers for logging information, initiating follow-up calls, and sending SMS messages when your predefined conditions are met. Give your agents the space to deliver exceptional customer experiences and grow revenue.

Improve Decision-making

Save hours manually updating your CRM to match your call center data with seamless 2-way synchronization for MS Dynamics. Automatically log all made, accepted, and missed calls and assign them to their respective contacts along with voicemails and SMS messages to maintain complete operational clarity.

Take Advantage of Opportunities

Bring all your opportunities from your CRM into CloudTalk as deals during the initial integration via the call campaign software for Microsoft Dynamics. This allows your sales team to stay on top of every lead while linking calls and notes to the appropriate sales records for seamless collaboration.

How to Integrate MS Dynamics with CloudTalk?

Confirm you have a Dynamics Sales account and Admin access for both platforms.
Log in to your CloudTalk Dashboard and ensure you have an Expert plan.
Navigate to Settings > Integrations and select Microsoft Dynamics 365.
Enter your Microsoft Dynamics 365 URL and authenticate your account.
Configure synchronization and workflow settings based on your needs.
Enable the integration and start managing calls directly in Microsoft Dynamics 365!

Contact Sales

Try for Free

What Data Does the Dynamics 365 CTI Integration
Share?

MS Dynamics

CloudTalk

Why Choose CloudTalk for Your Dynamics 365 Calling?

AI-Powered

Make Smarter Calls with Conversational Intelligence

Remove the guesswork and rage-inducing repetition from your operations with Automatic Call Recording and Transcription. Gain clarity for all your calls with Topic Extraction and Sentiment Analysis and coach agents with actionable insights.

Explore AI

Infinitely Scalable

Enter 160+ International Markets Instantly

Go global and expand your company’s reach with one of the largest offers of international, local, and toll-free numbers available on the market today. Scale your call center solution alongside your strategies and ensure your success for years to come.

Explore Numbers

Customer-Focused

Sell, Support, Satisfy Customers & Succeed

Put the people at the center of everything you do with call center features designed to turn customer success into your greatest competitive advantage. Decrease wait times by <80% and increase your outbound success rate by <250% the easy way.

Explore Features

Find out why our customers love us

Learn how Swille reduced Support Tickets by 50%

Read Story

CloudTalk allowed our CRM team to move from firefighting technical issues to making strategic improvements. Now, tickets are about configurations, not dropped calls or connectivity problems.

Mariana R.

Product Manager

Learn how Dentakay grew call volume by 2.5X

Read Story

The power dialer has been a game-changer for managing our call volume. Since we implemented the feature, about 90% of our agents are using it to automate dialing, saving time. The power dialer makes handling both new and old leads easier. It’s been crucial for our growth—our call volume has seen a 2.5X increase in just 8 months.

Ahmed A.

Data Management and Reporting Specialist

Learn how Capitalo boosted efficiency by 83.3% with AI

Read Story

CloudTalk’s AI conversation intelligence drastically improved our efficiency. We’ve cut call quality analysis time from 2 hours to 20 minutes a day and reduced wrongly targeted leads by 24%, enabling us to focus on strategic growth while maintaining consistency across markets.

Sara Konickova

Sales Ops Manager