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CRM & sales

Dynamics 365

Dynamics 365 on every call: log leads, book work and look up records while you talk.

Connect Dynamics 365 to your AgentCalls agent and it works inside your CRM during the call. Your agent can create leads, contacts and accounts from new callers, open cases for service issues, record opportunities, and pull up invoices so customers get answers without waiting. Everything lands in your Dynamics 365 records, ready for your sales and service team.

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What your agent can do with Dynamics 365

  • Create a lead or contact from a new caller in the same call
  • Open a case for a service issue and give the caller a reference
  • Record an opportunity or sales order as the call ends
  • Look up invoices and answer billing questions from your records
  • Set up accounts for new business customers without manual entry

Dynamics 365 exposes 16 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

New lead from an inbound call

  1. Caller

    Hi, I'm interested in your commercial cleaning service for two offices. Who do I speak to?

  2. Agent

    Thanks for calling. I can help with that. May I take your name and company?

  3. Caller

    Daniel Okafor, Brightline Dental Group. My number is 415 555 0182.

  4. Agent

    Got it, Daniel. I've added you as a new lead with your two office locations, and our sales team will call you tomorrow morning.

Service issue with a case reference

  1. Caller

    The invoice system is down again and we can't print our reports.

  2. Agent

    I'm sorry about that. I'll log it as a support case now. Can you give me your account name?

  3. Caller

    Hollis & Reed Logistics.

  4. Agent

    I've opened case 4821 under Hollis & Reed. Our service team will reach out within two hours. Please keep that number for reference.

Invoice question during a follow-up call

  1. Agent

    Hello, this is a quick call from Northway Supplies about your account. Is now a good time?

  2. Caller

    Sure. Did we get the invoice from last month paid?

  3. Agent

    Let me check. Invoice INV-20817 for 3,240 dollars is marked as paid on the 12th. Would you like a copy sent to your email?

  4. Caller

    Yes please, send it to accounts at northway dot com.

How to connect Dynamics 365

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Dynamics 365

    From Integrations in the dashboard, choose Dynamics 365 and sign in with your account. Connecting takes one click and can be revoked at any time.

  3. 3

    Choose the actions

    In the agent editor, enable the Dynamics 365 actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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Questions, answered.

Does it work during the call or after it?

Both. Your agent can read and write Dynamics 365 records while the caller is on the line, and it can also log call details after the call ends.

What do I need to connect Dynamics 365?

You need an active Dynamics 365 account. Sign in to the tool from the AgentCalls dashboard with one click and choose the records your agent can use.

Which plan includes this integration?

Integrations, including Dynamics 365, are included from the Growth plan.

Page drafted from the tool's public description and reviewed automatically for accuracy of claims

Put your agent to work with Dynamics 365.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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