Unite Dialpad Calls with Microsoft Dynamics 365 Records
Turn every Dialpad conversation into actionable Microsoft Dynamics 365 data. Automatically log calls, transcribe conversations, and update your Microsoft Dynamics 365 records in real-time.
Set Up in Minutes, Not Hours
Get your Dialpad and Microsoft Dynamics 365 integration running quickly with our simple 3-step process
Connect Dialpad
Link your Dialpad account using OAuth 2.0 to enable call capture from all devices.
Connect Microsoft Dynamics 365
Authenticate your Microsoft Dynamics 365 account using OAuth 2.0 (Microsoft Identity). Setup takes 10 minutes.
Start Logging Automatically
Every Dialpad call automatically creates a detailed record in Microsoft Dynamics 365 with transcripts, recordings, and smart contact matching.
How Dialpad and Microsoft Dynamics 365 Work Together
Call Connector creates a seamless bridge between Dialpad and Microsoft Dynamics 365, turning every communication into organized, searchable data.
Automatic Call Logging
When a call or text message ends on Dialpad, Call Connector immediately gets to work. It looks up the phone number in your Microsoft Dynamics 365 contacts and creates a Phone Call with complete metadata: duration, timestamp, direction, and participants.
Recording & Transcripts
Recording a call in Dialpad? The recording and AI-generated transcript are automatically attached. No manual uploads, no copy-paste—everything flows automatically.
Smart Matter Linking
Calls are automatically associated with the relevant matter based on the contact. Everything stays organized without you lifting a finger.
SMS Integration
Text messages from Dialpad become Notes in Microsoft Dynamics 365 too, preserving complete conversation threads alongside your call history.
What's Included
Call Logging
SMS Logging
Fax Logging
Recording Storage
AI Transcripts
Matter Association
Available on Enterprise+ Plan
This integration requires the Enterprise plan or higher. Both Dialpad and Microsoft Dynamics 365 must have active accounts.
Why Dialpad + Microsoft Dynamics 365?
The Problem
Sales teams live on the phone, but when Dialpad calls aren't logged to Microsoft Dynamics 365, deals slip through the cracks. Reps waste time manually updating CRM records instead of selling, and managers lack visibility into customer conversations and pipeline health.
The Solution
Call Connector automatically captures every Dialpad call and creates a Phone Call in Microsoft Dynamics 365 with complete details: participants, duration, timestamp, and direction. When you record calls in Dialpad, you also get AI-powered transcripts—searchable and ready for review. If the contact has an associated matter, everything links automatically. Dialpad text messages become Note too, preserving complete conversation threads.
The Result
Sales reps stay focused on selling while every Dialpad conversation automatically updates Microsoft Dynamics 365. Managers get complete visibility into customer interactions. No missed follow-ups, no lost deals, no manual logging—just automatic, accurate pipeline data.
Everything Captured Automatically
Complete details from every Dialpad communication, automatically organized in Microsoft Dynamics 365
Every call captured with full details and participants
Call duration, timestamp, and direction automatically recorded
AI-powered transcriptions from Dialpad's built-in transcription
Call recordings captured and stored in connected cloud storage
SMS and MMS messages captured with full content
Fax support NOT available (coming 2025)
Every call logged as a Phone Call activity record
Call duration, timestamp, direction, and participants automatically captured
AI-powered transcriptions embedded in activity details
Recording links included for instant playback
SMS messages logged as Notes on Contact timeline
Faxes stored as Fax records with optional timeline visibility
See It In Action
Real examples of Dialpad and Microsoft Dynamics 365 working together with Call Connector
Microsoft Dynamics 365: The Microsoft Dynamics 365 Sales authorization form in ion8 Connect
Microsoft Dynamics 365: Fax logged into Microsoft Dynamics 365 Sales, with the timeline disabled.
Microsoft Dynamics 365: Fax logged into Microsoft Dynamics 365 Sales, with the timeline enabled.
Microsoft Dynamics 365: Calls appear as Phone Call activity records with full details
Microsoft Dynamics 365: SMS messages appear as Notes on the Contact timeline
Microsoft Dynamics 365: Fax records without timeline enabled - file uploaded but not visible in UI
Dialpad: Sign in with Company Admin account to authorize Call Connector
Dialpad: Dialpad admin settings sidebar
Dialpad: Calls from Dialpad include AI-powered transcriptions and recordings
Dialpad: Enable AI transcription and summarization in Dialpad settings
Frequently Asked Questions
Common questions about connecting Dialpad with Microsoft Dynamics 365
Connect to Microsoft Dynamics 365 from other communication platforms
Receive call logs from Dialpad in other systems
