Dynamics 365

CRM 提供元: Microsoft コミュニティ

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.

対応: Sales, Customer Service。
OAuth で接続 アクセス Microsoft →

機能

接続方法

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.

要件

API 連携

この連携は OAuth 経由で接続します。SIP トランク設定は不要です。

認証方式
oauth
タイプ
API / Webhook

セットアップ後チェックリスト

  • 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: ユースケース

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 連携 — 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.

他の CRM 連携

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.

Dynamics 365 に接続する準備はできましたか？

OAuth で Dynamics 365 アカウントを数秒で接続できます。通話データは自動的に同期されます。

OAuth で接続 すべての連携をブラウズ