Microsoft Dynamics 365 CRM + Dialpad Integration

Integrate Dialpad to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each lead handled. Log calls, update contact records, notify your team, and trigger follow-ups automatically.

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1.
  • Microsoft Dynamics 365 CRM
    Sales order is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Quote is updated in Microsoft Dynamics 365 CRM
  • Dialpad
    SMS is sent in Dialpad Instant
  • Dialpad
    Call state is updated in Dialpad Instant
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2.

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Ready Workflows Ready Workflows for Dialpad + Microsoft Dynamics 365 CRM Integration

Capture incoming calls, update CRM records, log communication history, alert your team, and send follow-ups, all in just one click.

Most popular automationmost-popular-automations
Microsoft Dynamics 365 CRM + Dialpad Integration

Send Dialpad message for new Microsoft Dynamics 365 CRM contact

Anytime a new contact is added to your Microsoft Dynamics 365 CRM, automatically send them a message through Dialpad letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Microsoft Dynamics 365 CRM - Dialpad integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Connect more apps to your Dialpad + Microsoft Dynamics 365 CRM flow

Sync customer interactions across your CRM, messaging tools, and email platforms to keep communication aligned. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Dialpad
+
Microsoft OutlookMicrosoft Outlook (5)
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ZendeskZendesk (5)
+
SalesforceSalesforce (4)
+
SlackSlack (5)
+
GmailGmail (4)
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MailchimpMailchimp (4)
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When a call state is updated in Dialpad, create a Microsoft Dynamics 365 CRM lead, and send an email notification in Microsoft Outlook.
Call updates in Dialpad instantly generate a new lead in Microsoft Dynamics 365 CRM and notify your team via Microsoft Outlook.
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When a contact is created in Microsoft Dynamics 365 CRM, send an SMS in Dialpad, and schedule a follow-up in Microsoft Outlook.
New Microsoft Dynamics 365 CRM contacts trigger an instant SMS in Dialpad and an Outlook calendar event for your team.
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When an SMS is sent in Dialpad, update the matching contact in Microsoft Dynamics 365 CRM, and send a confirmation email in Microsoft Outlook.
Dialpad SMS activity updates Microsoft Dynamics 365 CRM records and triggers a confirmation email in Microsoft Outlook.
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If a Microsoft Dynamics 365 CRM lead is updated, send a channel message in Dialpad and log the update in Microsoft Outlook.
Lead updates in Microsoft Dynamics 365 CRM post to Dialpad channels and sync to Microsoft Outlook.
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Use Claude to summarise every new Microsoft Dynamics 365 CRM case, create a contact in Dialpad, and send a briefing email in Microsoft Outlook.
Claude summarises new Microsoft Dynamics 365 CRM cases before Dialpad creates a contact and Microsoft Outlook emails the brief.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Dialpad

Mix and match to build the exact automation you need

Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM Triggers & Actions
Sales order is created in Microsoft Dynamics 365 CRM
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Contact is updated in Microsoft Dynamics 365 CRM
Triggers the automation when a contact is updated
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Contact is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new contact is created
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Account is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new account is created
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Account is updated in Microsoft Dynamics 365 CRM
Triggers the automation when an account is updated
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Opportunity is created in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
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Opportunity is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
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Case is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new case is created
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Case is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any case is updated
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Lead is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new lead is created
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Lead is updated in Microsoft Dynamics 365 CRM
Triggers the automation when the lead information is updated
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Quote is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any quote is updated
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Create lead in Microsoft Dynamics 365 CRM
Generates new leads for potential customers
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Update lead in Microsoft Dynamics 365 CRM
Updates the lead information
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Search lead in Microsoft Dynamics 365 CRM
Retrieves information for a particular lead
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Create contact in Microsoft Dynamics 365 CRM
Adds a new contact to the database
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Update contact in Microsoft Dynamics 365 CRM
Updates contact information with new details
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Create account in Microsoft Dynamics 365 CRM
Generates a new account
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Search account in Microsoft Dynamics 365 CRM
Searches for account information
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Update account in Microsoft Dynamics 365 CRM
Updates account information
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Search contact in Microsoft Dynamics 365 CRM
Finds and retrieves contact information
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Search Currency in Microsoft Dynamics 365 CRM
Searches for a currency
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Create case in Microsoft Dynamics 365 CRM
Generates a new case entry
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Update case in Microsoft Dynamics 365 CRM
Updates case details based on new information received
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Search case in Microsoft Dynamics 365 CRM
Searches for a case record
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Get account by ID in Microsoft Dynamics 365 CRM
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Dialpad
Dialpad Triggers & Actions
Instant
SMS is sent in Dialpad
Triggers the automation when a text message is sent
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Instant
Call state is updated in Dialpad
Triggers the automation when call details are modified
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Send SMS in Dialpad
Sends a text message to particular recipients
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Send SMS to channel in Dialpad
Sends a text message to a channel
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Create contact in Dialpad
Adds a new contact to the database
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Create call in Dialpad
Initiates a call to the recipient
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What can you automate with Dialpad + Microsoft Dynamics 365 CRM?

Streamline your communication and CRM workflows with automated triggers and actions.

What you can automate?
📞
Sync call states into CRM leads automatically
Convert every call state update in Dialpad into a new lead or updated record in Microsoft Dynamics 365 CRM. Eliminate manual data entry and maintain a complete communication history.
📋
Capture every submitted field and call note
Map all available contact details and call metadata from Dialpad into your Microsoft Dynamics 365 CRM fields. Your database becomes a richer source for review and follow-up.
🔔
Tell the right team member instantly
Trigger instant SMS alerts or channel messages in Dialpad whenever a new contact or sales order is created in Microsoft Dynamics 365 CRM. Ensure prompt team collaboration.
🔀
Route records based on submitted criteria
Execute different actions depending on the specific lead data or account details submitted in Microsoft Dynamics 365 CRM. Send tailored SMS messages or create specialized records.
🔄
Keep your CRM up to date as contacts change
Automatically update existing Microsoft Dynamics 365 CRM contacts or accounts whenever a new interaction occurs in Dialpad. Prevent outdated records and conflicting data.
🔍
Search and update instead of creating duplicates
Search for existing contacts and accounts in Microsoft Dynamics 365 CRM before creating new entries. Keep your database clean and organized effortlessly.
🏷️
Handle later status changes and opportunities
Trigger automated workflows when opportunities, cases, or sales orders are updated in Microsoft Dynamics 365 CRM. Keep your communication channels synchronized with deal progress.
🌐
Extend your workflow to Slack and other apps
Connect Dialpad and Microsoft Dynamics 365 CRM to Slack to broadcast team notifications and alert stakeholders the moment critical interactions take place.
And much more...

Who is Dialpad + Microsoft Dynamics 365 CRM integration for?

Sales professionals, customer support agents, and revenue leaders rely on this integration to eliminate manual data entry and keep communication records current.

Sales managers and analysts
Sales managers and analysts
Outbound sales representatives
Outbound sales representatives
Account managers
Account managers
High-volume customer support teams
High-volume customer support teams
Operations coordinators
Operations coordinators
Compliance and audit officers
Compliance and audit officers
📈
Sales managers and analysts
You're reviewing call volumes and pipeline metrics but your CRM records only update when someone manually logs interactions, so the conversion reports you're presenting are always missing recent call data — with this integration, every call state update logs directly as a lead in your CRM and your data stays current.
⚡
Outbound sales representatives
You need to act fast on inbound customer interest and phone conversations, but you find out about missed calls hours later when checking multiple apps — automating both apps means every call update immediately creates or updates a lead in your CRM so you can follow up without delay.
🤝
Account managers
You answer to key clients who expect prompt updates on their service requests and communication history, but gathering notes across phone logs and CRM records takes precious time — with this integration, every customer interaction and call state syncs automatically to keep your accounts fully documented.
📊
High-volume customer support teams
The call volume is too high for anyone to manually transcribe every conversation into a support case or CRM contact record, leading to frustrating blind spots in your customer history — connecting these apps means every call and message updates your CRM records instantly without manual effort.
🔄
Operations coordinators
You own the CRM pipeline management stage and depend on your phone team to hand over contact details and call notes before you can assign tasks — this integration means every new contact or call state change triggers downstream updates instantly so your workflow never stalls.
🗂️
Compliance and audit officers
You need a reliable, chronological history of every customer communication and sales touchpoint, but you keep finding gaps caused by agents forgetting to log calls manually — automating both apps means every interaction is recorded accurately in your CRM with zero missing records.
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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Dialpad

Build and manage your Microsoft Dynamics 365 CRM + Dialpad automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Microsoft Dynamics 365 CRM + Dialpad with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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Frequently Asked Questions

How do I connect Dialpad to Microsoft Dynamics 365 CRM?
Frequently Asked Questions
You can connect Dialpad to Microsoft Dynamics 365 CRM in just 1 click using ready-made workflows or by asking Integrately AI to build the integration for you. You can also connect Microsoft Outlook, Zendesk, Salesforce, Slack, Gmail, and Mailchimp.
Can I automatically create Microsoft Dynamics 365 CRM leads from Dialpad calls?
Frequently Asked Questions
Can I connect Dialpad, Microsoft Dynamics 365 CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Dialpad and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
How does Dialpad handle data sync with Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Can I update existing Microsoft Dynamics 365 CRM contacts from Dialpad?
Frequently Asked Questions
Do I need coding skills to integrate Dialpad and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Is the Dialpad and Microsoft Dynamics 365 CRM integration free?
Frequently Asked Questions
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