Dynamics 365 集成—

功能

Automatic call logging as Phone Call entities
Contact and account matching
Call direction and duration tracking
Integration via Azure AD OAuth
Works with Dynamics 365 Sales and Customer Service
Compatible with Dynamics 365 Channel Integration Framework

如何接入

Connect your Dynamics 365 account

Click Connect below to authorize Cliqtel with your Dynamics 365 organization via Azure AD OAuth.

Configure entity mapping

Select which Dynamics entities to match (Contacts, Accounts, Leads) and set default Phone Call activity fields.

Test integration

Make a test call and verify the Phone Call activity appears in Dynamics 365 linked to the correct record.

前置要求

Microsoft Dynamics 365 Sales or Customer Service
Azure AD admin access for app registration
At least one active Cliqtel SIP trunk
Cliqtel numbers with active call routing

API 集成

此集成通过 OAuth 连接。无需配置 SIP 中继。

鉴权方式

oauth

类型

API / Webhook

接入后核对清单

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：应用场景

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.

Dynamics 365 集成——常见问题

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.

Dynamics 365

功能