Dynamics 365

CRM द्वारा Microsoft कम्युनिटी

Connect Cliqtel to Microsoft Dynamics 365 to automatically log calls as Phone Call activity records. Match callers to Dynamics contacts and accounts, and keep your CRM up to date with complete call history.

सपोर्ट करता है: Sales, Customer Service।
OAuth से कनेक्ट करें विज़िट करें Microsoft →

फीचर्स

कैसे कनेक्ट करें

1
Connect your Dynamics 365 account
Click Connect below to authorize Cliqtel with your Dynamics 365 organization via Azure AD OAuth.
2
Configure entity mapping
Select which Dynamics entities to match (Contacts, Accounts, Leads) and set default Phone Call activity fields.
3
Test integration
Make a test call and verify the Phone Call activity appears in Dynamics 365 linked to the correct record.

आवश्यकताएँ

API इंटीग्रेशन

यह इंटीग्रेशन OAuth के माध्यम से कनेक्ट होता है। कोई SIP trunk कॉन्फ़िगरेशन की ज़रूरत नहीं।

Auth विधि
oauth
टाइप
API / Webhook

पोस्ट-सेटअप चेकलिस्ट

  • Azure AD OAuth connection shows Connected
  • Test call creates a Phone Call activity in Dynamics 365
  • Contact matching works for known numbers

Dynamics 365 + Cliqtel: उपयोग के मामले

Click-to-call from Dynamics 365

Turn any phone number in Dynamics 365 into a clickable call button. Cliqtel originates the call through your SIP phone and logs it automatically to the contact record.

Inbound screen pop

When a customer calls your Cliqtel number, their Dynamics 365 record opens automatically for your agents — no lookup, no delay.

Automatic call logging

Every call is logged back to Dynamics 365 with call direction, duration, outcome, and recording URL (if enabled). No manual data entry.

Frequently asked

Dynamics 365 इंटीग्रेशन — FAQ

How do I connect Cliqtel to Dynamics 365?
Click Connect on this page, authorize Cliqtel in Dynamics 365 via OAuth, and pick which users should have calling enabled. Setup takes under 5 minutes.
Does Cliqtel work with my version of Dynamics 365?
Cliqtel supports all current and recent versions of Dynamics 365. Check the supported versions list above or contact support if you're running an older release.
How much does it cost to use Cliqtel with Dynamics 365?
Cliqtel has no setup fees, no monthly platform fees, and no channel limits. You pay only for the DID numbers you rent (from EUR 1.49/mo) and the minutes you use. See our pricing page for details.
Can I use my existing phone numbers?
Yes. Cliqtel supports porting for most countries. Contact support with your existing numbers and we'll check portability and timelines (typically 5-10 business days).
Will call events automatically log to Dynamics 365?
Yes. Every inbound and outbound call is logged as a Call/Task/Activity in Dynamics 365 with duration, direction, and outcome. Recordings (if enabled) are linked to the record automatically.

अधिक CRM इंटीग्रेशन

Salesforce
Salesforce
Log calls automatically to Salesforce and get screen pops with caller details.
 HubSpot
HubSpot
Sync Cliqtel calls to HubSpot as engagements with automatic contact matching.
 Zoho CRM
Zoho CRM
Connect Cliqtel to Zoho CRM for automatic call logging and click-to-call.
 Pipedrive
Pipedrive
Log Cliqtel calls as Pipedrive activities linked to deals and contacts.

क्या आप Dynamics 365 कनेक्ट करने के लिए तैयार हैं?

OAuth के माध्यम से सेकंडों में अपना Dynamics 365 अकाउंट कनेक्ट करें। कॉल डेटा ऑटोमैटिक सिंक होता है।

OAuth से कनेक्ट करें सभी इंटीग्रेशन ब्राउज़ करें