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Dynamics 365 integration

Voipcom AI for Dynamics 365

Every call your team takes is scored and summarized by AI and written straight onto the Dynamics 365 timeline as a Phone Call activity, with follow-up Tasks created from the action items. No copy-paste, no manual call logging.

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Open VOIPCOM AI SUMMARY Positive SCORE 92 FOLLOW-UP TASKS
Every call scored on 8 dimensions
Written into Dynamics 365 automatically
Zero manual call logging
New leads from inbound & outbound calls

Dynamics 365 is the system of record for sales and service teams across the Microsoft world, and it is where the day actually happens. The catch is that the richest record of any deal, the conversation itself, almost never makes it in. Reps log a call from memory, summarize it in one line, or skip it entirely. Voipcom AI closes that gap: it listens to every call your phone service already records, scores and summarizes it, and writes the result into Dynamics 365 automatically, with full Power Automate hooks so you can route it anywhere your workflows need.

What lands in Dynamics 365

Phone Call activity

Each call is written into Dynamics 365 as a completed Phone Call activity, with the AI summary, key topics, and sentiment in the description, so the record reflects what was actually said instead of "left a voicemail."

Account and Contact timeline

The Phone Call activity lands on the timeline of the related Account and Contact, giving managers and teammates the full conversation history without opening a single recording.

Tasks

Commitments and action items the AI hears on the call become follow-up Tasks, assigned to the rep with due dates, so the next step is never lost.

New Lead Created from call
NameDana MercerAI
Phone(480) 555-0142AI
CompanyBrightPathAI
ReasonPricing on a 40-seat rolloutAI
Captured automatically by Smart Lead Gen
Smart Lead Gen

A call is never a lost lead.

On every inbound and outbound call, Voipcom AI checks whether the caller already exists in Dynamics 365. If they do not, it creates a new Lead automatically, so a forgotten CRM entry never quietly costs you a lead.

Switch on Smart Lead Gen and it goes further. The AI reads the conversation for the details that normally never make it into the CRM and writes them onto the new record for you, before anyone has to type a thing.

NameEmailPhoneCompanyReason for callingNext steps
How it works

From spoken word to Dynamics 365 record, on its own.

1

Your phone service records the call

Nothing new to install for your reps. Voipcom AI reads the calls your system already captures.

2

Voipcom AI scores and summarizes it

An eight-dimension score, a clean summary, sentiment, key topics, and the action items, in seconds.

3

It lands in Dynamics 365, automatically

Written to the right record with follow-up Tasks, before the rep has finished their coffee.

Why Dynamics 365 teams run Voipcom AI

Call logging that does itself

Reps stop ending every call by typing notes. The summary, sentiment, and next steps are on the Dynamics 365 timeline before they hang up, so pipeline hygiene stops depending on discipline.

Power Automate hooks for your workflows

Because every call writes a structured Phone Call activity, your existing Power Automate flows can fire off it: notify a manager on a negative-sentiment call, update a field, or kick off an approval, all without anyone touching the record by hand.

Coaching tied to the record

Voipcom AI scores every call against an eight-dimension rubric and ranks your team on a weighted leaderboard. Managers see who to coach and why, with the exact moments quoted, right next to the Dynamics 365 data they already trust.

The Voipcom AI Chrome extension rides along too, keeping a read-only call panel beside Dynamics 365 so reps see the summary and score without leaving the record they are working in.

Frequently asked questions

Does Voipcom AI work with Dynamics 365?

Yes. Voipcom AI writes AI call summaries, sentiment, and coaching scores into Dynamics 365 as completed Phone Call activities, attaching them to the Account and Contact timeline, and creating follow-up Tasks from the action items on each call. It is available exclusively to Voipcom voice clients.

What exactly gets written into Dynamics 365?

For each call, Voipcom AI creates a Phone Call activity that carries the AI summary, key topics, and sentiment, logs it on the timeline of the related Account and Contact, and turns commitments and action items into assigned follow-up Tasks with due dates.

Can Voipcom AI create new leads in Dynamics 365?

Yes. On both inbound and outbound calls, Voipcom AI checks whether the caller already exists in Dynamics 365 and creates a new Lead if they do not. With Smart Lead Gen enabled, the AI also detects the caller name, email, phone, company, and reason for calling from the conversation and writes them onto the new Lead automatically.

Does it work with Power Automate?

Yes. Because every call lands as a structured Phone Call activity in Dynamics 365, your existing Power Automate flows can trigger off it to notify managers, update fields, or start approvals, with no manual data entry in the loop.

Do reps have to log calls manually?

No, and that is the point. Voipcom AI listens to the calls your phone service already records and writes the structured result into Dynamics 365 automatically, so call logging stops depending on whether a rep remembers to do it.

How do we turn on the Dynamics 365 integration?

Voipcom AI is exclusively for Voipcom voice clients. Book a short demo and we will show it running on a real call and writing into a Dynamics 365 record end to end.

See Voipcom AI write into Dynamics 365, live.

Book a free 15-minute demo and watch it score a real call and drop the summary, sentiment, and follow-up Tasks straight into Dynamics 365. Exclusively for Voipcom voice clients.

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