Call Connector | Microsoft Dynamics 365 Sales Integration

Microsoft Dynamics 365 Sales

Info
This integration is available to users assigned to an Enterprise license.

Requirements

  1. You must have a Microsoft Dynamics 365 license, and access to the Sales app.
  2. You must have an environment set up within your Microsoft tenant which includes the Sales app.
  3. The Dataverse Search feature must be enabled in this environment.
This feature allows Call Connector to easily and accurately search for contacts using a phone number or email address.

To begin, navigate to the Power Platform Admin Center. In the left sidebar, select Manage, and then Environments.
The side navigation in the Microsoft Power Platform Admin Center.
In the list of environments shown on this page, select the environment that you will connect to Call Connector. In the top navigation bar, select Settings.

Expand the Product section, and click on Features.
The environments settings page in the Microsoft Power Platform Admin Center.
 Ensure that Dataverse search is toggled on.
The features section of the Microsoft Power Platform Admin Center environment settings.
Save your changes.
Info
It may take some time for Microsoft to provision this feature; this process happens on Microsoft’s servers. Until it is complete, Call Connector may not work as expected.

Enabling Timeline for Faxes

This step is not required for Call Connector to function, but it makes the fax logging feature significantly more appealing and usable.

If this step is not performed, fax files will not be displayed in the UI of the Fax record. So, while the file will be uploaded to Microsoft Dynamics 365 Sales, it simply will not be visible to you.

See below for an example of the difference between enabling the timeline and not enabling it.
Fax logged into Microsoft Dynamics 365 Sales, with the timeline disabled.
Fax logged into Microsoft Dynamics 365 Sales, with the timeline enabled.
Notice that there is a Note on the right side, with the fax file included as an attachment.

To configure the timeline for Fax records, follow the instructions below, and reference the official Microsoft documentation on the subject.

Instructions

Open Microsoft Power Apps.

Select Tables from the left sidebar.

The Microsoft Power Apps sidebar navigation.
Select the Fax table from the list on this page.
The Microsoft Power Apps tables page.
Select Forms under Data experiences, and then select Fax on the following page.
The data experiences options.
The Fax forms.
In the left sidebar, select Components. It looks like a square divided into four smaller squares.
The components section in the Microsoft Power Apps form customization page.
Find and select the Timeline component. You can use the search bar if you can’t find it, or you can scroll down.
The timeline form component.
You can drag and drop the Timeline component into the page, or if you click it, it may automatically drop to a section of the page. Then, your page will have the new component in it.
The new Fax form, with the Timeline component.
Click on Save and publish. Now you will be able to see the timeline in your Fax logs.

Connecting Microsoft Dynamics 365 Sales to Call Connector

Like all Call Connector integrations, this is done via ion8 Connect.

Navigate to your Call Connector dashboard, and then to the App Authorization tab. In the list of available integrations, click on "Microsoft Dynamics".

A pop-up will appear, prompting you to input your Environment URL. You can click to expand the instructions to see how to find it. This is your organization’s unique Microsoft Dynamics 365 Sales environment URL. You can find it simply by copying the base URL in your Sales app. It starts with https:// and ends with .com.

You can also find it in the Power Platform Admin Center by navigating to Manage → Environments, selecting your environment, and copying the Environment URL value.
The Environment configuration page in the Microsoft Power Platform Admin Center.
Once you have your environment URL, paste it into the field in the pop-up.
The Microsoft Dynamics 365 Sales authorization form in ion8 Connect.
After entering the URL, click "Continue". You will then be prompted to sign into your Microsoft account and authorize the app connection.

Once this is done, you’ll see a brief spinner as we attempt to authenticate your app connection, and then a success message on successful authentication.

How Events Are Logged

Calls

Calls are logged as Phone Call records.

Call logged as a Phone Call in Microsoft Dynamics 365 Sales.

SMS

SMS events are logged as Notes, which must be associated with a contact. The Note can be found on the contact’s page, in their timeline.
SMS logged as a Note on a Contact in Microsoft Dynamics 365 Sales.

Fax

Faxes are logged as Fax records. See instructions above to find out how to enable the Fax record activity timeline.
Fax logged as a Fax record in Microsoft Dynamics 365 Sales.

    • Related Articles

    • Migration to Call Connector v2

      Call Connector v2 is Here We've launched an upgraded version of Call Connector with powerful new features and capabilities. Call Connector v2 represents a significant enhancement to our telephony integration platform. Migration to v2 We're migrating ...

    • What are Call Connector's AI features?

      AI-Powered Call Insights with Call Connector Transcribe calls automatically with specialized AI transcription tools that provide industry-grade transcriptions and summaries for all your client calls. Each call is processed using advanced AI that ...

    • What is Call Connector?

      Call Connector is an automated telephony integration service that logs all voice calls and SMS messages from your VoIP system directly into your Customer Relationship Management or Practice Management software (including, but not limited to, Clio ...

    • Salesforce

      This integration is available to users assigned to an Enterprise license. How Events Are Logged Call Calls are stored as Task records, related to the found contact and/or opportunity, if applicable. Call logged as a Task in Salesforce. SMS Texts ...

    • Call Connector is not working after connecting required apps

      Troubleshooting If you have connected at least one VoIP app (such as RingCentral or Dialpad), and at least one Customer Relationship Management or Case Management System (such as Clio Manage or Zoho CRM), and Call Connector does not appear to be ...