Integrations · CRM
Microsoft Dynamics 365 + SvaraCall AI voice agents
Enterprise CRM path with tenant admin consent. Keep Microsoft Dynamics 365 as your system of record while SvaraCall handles natural phone conversations in Telugu, Hindi, and English.
- CRM
- Enterprise setup
- Outcome sync
- India-ready
94
Integrations in the catalog
CRM
Primary category
Enterprise
Onboarding path
API / webhook
Typical connection style
Problem
The gap between Microsoft Dynamics 365 and the phone
Call outcomes live in dialer notes or WhatsApp chats — not on the lead record — so sales leaders cannot see what happened after each attempt.
Today
How teams work without a voice agent layer
- 1Rep dials from a separate console or phone.
- 2Outcome typed later (or never) into the CRM.
- 3Transcripts and recordings stay siloed.
- 4Managers audit sample calls manually.
With SvaraCall
How SvaraCall works with Microsoft Dynamics 365
- 1SvaraCall places the call from your registered number.
- 2Disposition, summary, and recording attach to the CRM record.
- 3Hot intents create tasks or live-transfer to an owner.
- 4Dashboards show connect and conversion by campaign.
Why teams connect Microsoft Dynamics 365
Closed-loop calling
Microsoft Dynamics 365 stays authoritative while SvaraCall executes and returns structured call outcomes.
Cleaner pipeline hygiene
Reduce dual entry between dialers and Microsoft Dynamics 365 so reps trust the record.
Faster coaching
Managers coach from recordings and dispositions tied to Microsoft Dynamics 365 objects.
Fewer missed follow-ups
Automate the next step in Microsoft Dynamics 365 when a call hits a target disposition.
What usually improves
- Faster trigger-to-first-dial on hot events
- Minutes
Faster trigger-to-first-dial on hot events
- Source of truth for outcomes
- 1 system
Source of truth for outcomes
- Fewer manual list exports
- Less CSV
Fewer manual list exports
- Who was called, when, and why
- Audit trail
Who was called, when, and why
Microsoft Dynamics 365 integration at a glance
| Topic | Detail |
|---|---|
| Category | CRM |
| Status | Enterprise setup |
| Primary job | Enterprise CRM path with tenant admin consent. |
| Voice languages | Telugu, Hindi, English (more on roadmap) |
| Outcomes | Logged to dashboard + optional writeback |
Implementation outline
Step 1
Map objects & events
Identify which Microsoft Dynamics 365 records and statuses should start or stop calls.
Step 2
Connect auth securely
OAuth, API keys, or SIP credentials — scoped to the minimum permissions needed.
Step 3
Pilot a narrow journey
One campaign (e.g. reminders or lead follow-up) with human review of recordings.
Step 4
Scale & govern
Add quiet hours, DNC sync, and disposition taxonomies your ops team owns.
Microsoft Dynamics 365 integration FAQs
- Is Microsoft Dynamics 365 available on SvaraCall today?
- Microsoft Dynamics 365 is offered on an enterprise path — we scope credentials, security review, and SLAs during onboarding.
- What data syncs back?
- Typically disposition, timestamp, duration, recording/transcript links, and a short summary — field mapping is confirmed in the pilot.
- Does every call create a CRM activity?
- Yes — successful and failed attempts can log with disposition codes, so your funnel stays honest.
- Does this work with Indian DLT headers?
- Voice still originates from your compliant calling setup. The integration layer does not replace TRAI/DLT obligations.
- How long does setup take?
- Ready connectors often pilot in days once credentials and scripts are ready. Enterprise connectors follow your security review timeline.
Connect Microsoft Dynamics 365. Hear a live pilot call.
We will map a single crm journey on Microsoft Dynamics 365 and place a SvaraCall to your phone.
Hear it call.
We'll place a live SvaraCall to your own phone, in Telugu, Hindi, or English.
Book a pilotGet a demo call