CRM Integration

DialerBee + Microsoft Dynamics

Connect DialerBee's multilingual AI outbound dialer to Microsoft Dynamics 365 — sync leads, click-to-call with screen-pop, and log every disposition and recording back to the right record.

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Quick answer

DialerBee integrates with Microsoft Dynamics 365 through an API-first approach — REST API for reading and writing records, real-time webhooks for call events, and CRM iframe embedding in the agent desktop. It syncs leads and contacts, enables click-to-call with screen-pop, logs call activity, and writes dispositions and recordings back to Dynamics. Campaigns can launch from Dynamics segments across 9 languages.

Capabilities

What you can do

Bring DialerBee's outbound calling into the Dynamics 365 workflows your team already runs.

Lead & contact management sync

Keep leads, accounts, and contacts aligned between DialerBee and Dynamics 365. Records and field updates flow through the REST API so agents dial from current data and Dynamics stays the source of truth.

Click-to-call with screen-pop

Agents launch calls directly from a Dynamics record, and inbound or connected calls trigger a matching screen-pop in the agent desktop — surfacing the right lead or contact context the moment the conversation starts.

Call logging & activity tracking

Every call writes an activity back to the associated Dynamics record: timestamps, duration, agent, and outcome. Managers see full outbound history inside Dynamics without exporting reports.

Dispositions & recordings to Dynamics

Log call dispositions, notes, and recording links onto the Dynamics timeline. You can also trigger DialerBee campaigns from Dynamics segments, so a saved view or marketing list becomes a dialing list.

Architecture

How it connects

REST API

DialerBee reads and writes Dynamics 365 records over its standard REST API — leads, contacts, activities, and dispositions. Field mapping is configured to match your Dynamics schema, and syncs run without brittle custom middleware.

Real-time webhooks

Call events — connect, disposition, recording ready, campaign completion — fire real-time webhooks. Your Dynamics environment (or an automation layer in front of it) updates activities and records the moment something happens on a call.

CRM iframe embedding

Embed the Dynamics record view directly inside the DialerBee agent desktop with CRM iframe embedding. Agents work one screen — dialer controls plus the live Dynamics context — instead of toggling between two applications.

Every environment is different — talk to our team about your exact Dynamics setup.

FAQ

Common questions

Is DialerBee a certified Microsoft AppSource app or official partner?
No. DialerBee connects to Microsoft Dynamics 365 through its REST API, real-time webhooks, and CRM iframe embedding rather than a certified AppSource listing or formal partnership. This API-first approach keeps the integration flexible and lets us map to your specific Dynamics configuration during setup.
What Dynamics data syncs between the two systems?
Leads, contacts, and accounts sync bi-directionally, while call activities, dispositions, notes, and recording links are logged from DialerBee onto the matching Dynamics record. Exact field mapping is agreed during onboarding so it reflects how your team already structures data in Dynamics.
How does click-to-call and screen-pop work with Dynamics?
Agents click a phone number on a Dynamics record to place a call, and when a call connects, DialerBee performs a screen-pop that surfaces the matching lead or contact in the agent desktop. With CRM iframe embedding, that Dynamics context can appear inside DialerBee itself.
Can I launch DialerBee campaigns from a Dynamics segment?
Yes. A Dynamics segment, saved view, or marketing list can be used as the source for a DialerBee campaign, so the audience you already maintain in Dynamics becomes a dialing list. Call outcomes then flow back as activities so the segment reflects real contact history.
Does the Dynamics integration support compliance and multilingual teams?
DialerBee provides compliance-supporting controls — recording capture, disposition logging, and audit trails written back to Dynamics — and operates across 9 languages for multilingual contact centers. In selected pilot conditions, teams have reduced manual after-call data entry, though results vary by deployment.

Related

API & Webhooks Agent Desktop All Integrations

Bring DialerBee into Dynamics 365

See how the REST API, webhooks, and CRM iframe embedding fit your Dynamics environment. Our team will walk through your exact setup.

Discuss Your Integration