Microsoft Dynamics 365

What It Does

Enables bidirectional data sync between Callengo and Microsoft Dynamics 365. Callengo pushes call outcomes, creates and updates Contacts, Leads, and Accounts, logs phone call activities, and can update Opportunity stages. Dynamics 365 data can also be pulled into Callengo to enrich call scripts with customer context.

Why Connect Callengo with Microsoft Dynamics 365

How Callengo AI Voice Agents Work with Microsoft Dynamics 365

Step-by-Step Setup Instructions

1. 1

   Go to Settings > Integrations and click Connect next to Microsoft Dynamics 365.

2. 2

   Sign in with your Dynamics 365 account (Sales Professional or Enterprise).

3. 3

   Register Callengo as an application in your Azure Active Directory (admin may need to approve).

4. 4

   Grant Callengo permissions to read and write Contacts, Leads, Accounts, Activities, and Opportunities.

5. 5

   Map Callengo fields to Dynamics 365 entity attributes using the visual mapper.

6. 6

   Configure business process flow stage mappings for automated stage transitions.

7. 7

   Set up phone call activity creation rules: subject, direction, duration, outcome.

8. 8

   Test the connection with a sample record sync.

9. 9

   Save and activate the integration.

Synced Data Fields

• Contact: full name, phone, email, address, company
• Lead: topic, name, phone, email, rating, status
• Account: name, phone, website, industry, address
• Phone Call Activity: subject, direction, duration, description, outcome
• Opportunity: topic, stage, estimated revenue, close date
• Custom attributes: lead score, sentiment, campaign reference
• Notes: call summary, transcript link, recording link
• Timeline entry with full call details

Common Use Cases

• Enterprise organizations standardized on Microsoft Dynamics 365 for CRM.
• Companies using Dynamics 365 business process flows that want AI calling outcomes to advance pipeline stages.
• Customer service teams logging verification and confirmation calls as activities in Dynamics.
• Government contractors and regulated entities using Dynamics 365 with strict data residency requirements.

Key Benefits of the Callengo + Microsoft Dynamics 365 Integration

Limitations & Notes

• Requires Dynamics 365 Sales Professional or Enterprise. Team Member licenses have read-only API access.
• Azure AD app registration is required and needs admin consent.
• Dynamics 365 API throttling: 6,000 requests per 5-minute window per user. Bulk operations are batched automatically.
• On-premises Dynamics CRM (non-cloud) is not supported.
• Custom entities are supported but require manual mapping configuration.
• Available on Teams plan and above.

Frequently Asked Questions

How do I connect Microsoft Dynamics 365 to Callengo?

To connect Microsoft Dynamics 365, navigate to Settings > Integrations in your Callengo dashboard and click "Connect" next to Microsoft Dynamics 365. Go to Settings > Integrations and click Connect next to Microsoft Dynamics 365. The setup takes just a few minutes and requires no coding. Once connected, data syncs automatically after every AI call.

What data syncs between Callengo and Microsoft Dynamics 365?

Callengo syncs the following data with Microsoft Dynamics 365: Contact: full name, phone, email, address, company, Lead: topic, name, phone, email, rating, status, Account: name, phone, website, industry, address, Phone Call Activity: subject, direction, duration, description, outcome, Opportunity: topic, stage, estimated revenue, close date, and more. All data flows are automatic and happen in real time after each call completes. You can customize which fields sync in your integration settings.

Which Callengo plan do I need for the Microsoft Dynamics 365 integration?

The Microsoft Dynamics 365 integration is available on the Teams plan and above. You can start with a free trial that includes 15 minutes of AI calling to test the integration. No credit card required. If you need Microsoft Dynamics 365, choose the Teams plan ($649/mo) or higher.

Can I use Microsoft Dynamics 365 with all three Callengo AI agents?

Yes, the Microsoft Dynamics 365 integration works with all three Callengo AI agents: Data Validation (verify contact information), Appointment Confirmation (confirm, reschedule, or cancel appointments), and Lead Qualification (score leads using BANT framework). Each agent type syncs relevant data to Microsoft Dynamics 365 based on call outcomes.

Is the Callengo and Microsoft Dynamics 365 integration secure?

Yes. Callengo uses OAuth 2.0 or secure API key authentication to connect with Microsoft Dynamics 365. All data is encrypted in transit (TLS 1.2+) and at rest. Callengo is SOC 2 aligned, GDPR compliant, and follows TCPA regulations. You can revoke access to Microsoft Dynamics 365 at any time from your dashboard.

How long does it take to set up Callengo with Microsoft Dynamics 365?

Most users connect Callengo with Microsoft Dynamics 365 in under 5 minutes. The setup involves authenticating your Microsoft Dynamics 365 account, mapping a few data fields, and running a test. No coding or IT involvement is required. Our step-by-step guide walks you through every click.

What happens if the Microsoft Dynamics 365 connection is lost?

If the connection to Microsoft Dynamics 365 is temporarily lost, Callengo queues all data locally and alerts you via email and dashboard notification. Once reconnected, all queued data syncs automatically. No call data is ever lost during disconnection periods. You can also manually trigger a resync from your dashboard.

Can I customize which data Callengo sends to Microsoft Dynamics 365?

Yes. Callengo's integration settings allow you to map specific data fields, choose which call outcomes trigger syncs, and configure filters. For example, you can choose to only sync "hot" lead scores to Microsoft Dynamics 365, or only create records when appointments are confirmed. Field mapping is fully customizable.