Seamlessly Connect Zoom with Microsoft Dynamics 365
Turn every Zoom 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 Zoom and Microsoft Dynamics 365 integration running quickly with our simple 3-step process
Connect Zoom
Link your Zoom 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 Zoom call automatically creates a detailed record in Microsoft Dynamics 365 with transcripts, recordings, and smart contact matching.
How Zoom and Microsoft Dynamics 365 Work Together
Call Connector creates a seamless bridge between Zoom and Microsoft Dynamics 365, turning every communication into organized, searchable data.
Automatic Call Logging
When a call ends on Zoom, 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 Zoom? 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.
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 Zoom and Microsoft Dynamics 365 must have active accounts.
Why Zoom + Microsoft Dynamics 365?
The Problem
Sales teams live on the phone, but when Zoom 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 Zoom call and creates a Phone Call in Microsoft Dynamics 365 with complete details: participants, duration, timestamp, and direction. When you record calls in Zoom, you also get AI-powered transcripts—searchable and ready for review. If the contact has an associated matter, everything links automatically.
The Result
Sales reps stay focused on selling while every Zoom 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 Zoom communication, automatically organized in Microsoft Dynamics 365
Every Zoom meeting with external attendees automatically recorded
Meeting duration, timestamp, and participant list captured
AI-powered transcriptions with speaker identification
Full meeting recordings stored in connected cloud storage
Recordings and transcripts logged to destination CRM/practice management system
Manual bot invitation available for ad-hoc meetings
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 Zoom 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
Zoom: AI-powered transcripts identify speakers and capture full conversation
Zoom: The recall.ai bot appears as a participant in your video meetings
Frequently Asked Questions
Common questions about connecting Zoom with Microsoft Dynamics 365
Connect to Microsoft Dynamics 365 from other communication platforms
Receive call logs from Zoom in other systems
