Streamline Microsoft Dynamics 365 with Effortless Call Documentation
Microsoft Dynamics 365 is an enterprise-grade CRM and ERP platform that helps organizations manage sales, customer service, and operations. Deeply integrated with Microsoft 365, it provides powerful insights and automation capabilities.
Call Connector enhances Dynamics 365 Sales by automatically capturing every phone call, SMS, and fax. This eliminates manual data entry and ensures your sales team has complete visibility into every customer interaction.
Transform Your Microsoft Dynamics 365 Experience
Powerful automation that eliminates manual work and improves conversation quality
Automatic Call Logging
Every Microsoft Dynamics 365 call is automatically logged as a Phone Call with complete call details - no manual entry required.
AI-Powered Transcription
Real-time AI transcription of every call, ensuring you never miss important details or action items.
Smart Contact Matching
Automatically associates calls with the right contact and matter in Microsoft Dynamics 365.
About Microsoft Dynamics 365
Microsoft Dynamics 365 serves enterprises with comprehensive CRM and ERP capabilities. The platform consolidates contact and account management, sales opportunity tracking, AI-driven insights, workflow automation, and deep integration with the Microsoft ecosystem.
Call Connector integrates seamlessly with Dynamics 365 Sales through OAuth 2.0 (Microsoft Identity) authentication, automatically capturing all customer communications. Calls are logged as Phone Call activities, SMS as Notes on contact timelines, and faxes as Fax records with optional timeline visibility. The integration requires enabling Dataverse Search for accurate contact matching.
as Phone Call
as Note
What Gets Logged
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
How It Works
Setting up the Dynamics 365 Sales integration takes about 10 minutes. First, ensure you have a Microsoft Dynamics 365 license with access to the Sales app, an environment set up within your Microsoft tenant that includes the Sales app, and Dataverse Search enabled in this environment (allows Call Connector to accurately search for contacts). Then, connect your Dynamics 365 environment through OAuth 2.0 - enter your Environment URL in the ion8 Connect App Authorization tab, sign into your Microsoft account, and authorize the connection.
Once connected, Call Connector captures every communication in real-time. Calls are logged as Phone Call activities. SMS messages appear as Notes on the Contact timeline. Faxes are stored as Fax records - enabling the Timeline component for Fax records (optional but recommended) makes fax files visible in the UI with the Note attachment displayed on the right side. See the help article for detailed instructions on enabling these features.
Read full technical documentation
→What's Included
Automatic Call Logging
AI Transcription
Recording Storage
Matter Association
SMS Logging
Fax Logging
Quick Setup
Authentication
OAuth 2.0 (Microsoft Identity)
Setup Time
10 minutes
Plan Tier
Enterprise+
Status
Available
See It In Action
The Microsoft Dynamics 365 Sales authorization form in ion8 Connect
Fax logged into Microsoft Dynamics 365 Sales, with the timeline disabled.
Fax logged into Microsoft Dynamics 365 Sales, with the timeline enabled.
Calls appear as Phone Call activity records with full details
SMS messages appear as Notes on the Contact timeline
Fax records without timeline enabled - file uploaded but not visible in UI
Frequently Asked Questions
Works with Your Favorite Communication Platforms
Connect Microsoft Dynamics 365 with any of these communication platforms for seamless call logging
