Multiple phone fields
In addition to mobile and main phone fields, extra address and phone fields are checked.
Available
Microsoft Dynamics 365
Phone calls as Dynamics activities, including direction and owner.
Calls2CRM searches phone fields on accounts and contacts and creates a Phone Call activity with the correct relation and employee.
How this integration works
Searches
Accounts and contacts
Posts as
Phone Call activity
Access
Microsoft Entra app
Employee
Dynamics user by email
Capabilities
What does Calls2CRM do with Microsoft Dynamics 365?
Correct call direction
Caller and callee are recorded as the correct activity parties for incoming and outgoing calls.
Automatically assign the owner
The Calls2CRM user is matched to a Dynamics system user by email address.
Complete immediately (optional)
The created activity can be marked as completed automatically after posting.
Configuration
What needs to be configured?
Technical credentials can be entered securely in the Calls2CRM portal later. Do not share API keys or passwords through the contact form.
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01
Register an Entra app
Create an app registration with access to the Dynamics environment and note the tenant ID, client ID and client secret.
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02
Dynamics environment
Enter the resource URL of the correct Dynamics 365 organisation.
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03
Application user and roles
Give the application user read access to accounts, contacts and system users and write access to phone calls.
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04
Align email addresses
Make sure Calls2CRM users have the same email address as their Dynamics account.
Calls2CRM + Microsoft Dynamics 365
Would you like to connect Microsoft Dynamics 365 to your telephony?
Tell us which environment you use. We will discuss the setup and check together whether all required information is available.