Microsoft Dynamics 365
Native Microsoft ecosystem. Unified calling intelligence.
We integrate your phone system with Microsoft Dynamics 365 so your CRM and phone system work as one. Caller records surface before your team picks up. Calls are logged automatically. Click-to-dial works from any Dynamics record. Built for enterprises running Microsoft's full business stack.
What the Microsoft Dynamics 365 integration includes
Every feature below is configured and managed by Interlink — no IT overhead on your side.
Dynamics Record Screen Pop
Inbound calls trigger automatic lookup in Dynamics 365 — the matching contact, account, or case record surfaces on the agent's screen before they answer.
Automatic Activity Logging
Every call is written to the Dynamics 365 activity feed on the related contact or account — with full metadata including duration, direction, and agent.
Click-to-Call from Dynamics
Click any phone number field in Dynamics 365 to place the call through Interlink. Works across Contacts, Accounts, Leads, and Cases.
Case & Opportunity Linking
Calls are tied to open cases or opportunities in Dynamics — giving your service and sales teams a unified interaction history.
Teams + Interlink Compatibility
Works alongside Microsoft Teams Direct Routing — your team can use Interlink for call center functions while keeping Dynamics as the record of truth.
Recording on Activity Record
Call recording playback links are attached to the Dynamics activity record for supervisor review and compliance archiving.
How it works
Interlink handles the entire setup. You're up and running without touching a config file.
Interlink Configures the Connector
We set up the Interlink Dynamics 365 integration using your Azure Active Directory credentials and Dynamics environment URL.
Caller ID Lookup on Inbound
Inbound calls are matched against Dynamics contacts, leads, and accounts — the most relevant record pops on screen.
Activity Created on Hangup
Interlink writes the call activity to Dynamics immediately after the call ends — zero manual entry required.
Click-to-Dial Active Across Dynamics
Phone number fields across Dynamics become one-click dials via Interlink — desktop, web, or mobile.
Business benefits
Microsoft Ecosystem Native
Complements your existing Dynamics, Teams, and Office 365 investment without replacing what works.
Enterprise Compliance
Call logs in Dynamics feed directly into your audit trail and compliance reporting workflows.
Unified Service Desk
Agents see cases, contacts, and accounts in a single view — calls logged without leaving Dynamics.
Sales & Service Alignment
Sales opportunities and service cases share the same call history — no siloed view of the customer.
Who it's built for
Ideal For
Enterprise organizations running Microsoft Dynamics 365 as their ERP and CRM platform.
Common Use Cases
- Enterprise organizations standardized on the Microsoft business stack
- Service teams managing high case volumes in Dynamics Customer Service
- Sales teams running pipeline in Dynamics Sales
- Finance and operations teams using Dynamics 365 Finance & Operations
Explore other CRM integrations
Get set up in a day.
Interlink configures, tests, and manages your Microsoft Dynamics 365 integration end-to-end. No IT project. No long deployment window.
Schedule a Free Consultation