Live in 5–10 business days
Every Dialpad Call
Logged in < 1s.
No rep involvement.
Dialpad is an AI business phone and UCaaS platform with built-in AI transcription. Its Zapier integration (Pro plan+) provides one trigger: Call State Changed (instant) — firing on ringing, answered, and hangup. For CRM…
Technical noteDialpad's only Zapier trigger is Call State Changed — firing multiple times per call. The integration filters for state=hangup to avoid duplicate CRM activities. Dialpad Pro plan ($25/user/month+) required for API access. AI summary fetched separately via /api/v2/transcripts/{id} post-call.
1 events
Trigger types from Dialpad
6 actions
CRM actions in Microsoft Dynamics 365
42min
saved per rep per day
Free quote in 24h
No commitment
30-day support
From $100 setup
Live Field Mapping — Dialpad → Microsoft Dynamics 365
Syncing
Dialpad
Dialer · AI Business Phone · UCaaS · Contact Center
OAuth 2.0
contact_phone
→
Contact.Phone / Lead.Phone
✓
contact_name
→
Contact.Name / Lead.Name
✓
contact_email
→
Contact.Email / Lead.Email
✓
call_direction
→
Activity.Type (Inbound/Outbound)
✓
call_duration
→
Activity.Duration
✓
Microsoft Dynamics 365
CRM · Enterprise CRM · Sales · Customer Service
OAuth 2.0 (Azure AD)
All 13 fields mapped · real time
zero manual entry
Real-time sync
Every call logged.
Automatically.
Before your rep picks up the next one.
The Dialpad webhook fires the instant a call ends. Our integration processes it and updates Microsoft Dynamics 365 — all in under a second. Zero rep involvement.
0%
calls logged automatically
< 1s
call end to CRM update
0min
saved per rep per day
0%
recordings in Microsoft Dynamics 365
Live integration feed — Dialpad → Microsoft Dynamics 365
What changes for your team
Your day before. Your day after.
The exact workflow differences between teams using Dialpad + Microsoft Dynamics 365 manually and teams running this integration.
WITHOUT THE INTEGRATION
current state
Dialpad call completes — CRM has no activity or AI summary
Dialpad AI transcripts generated — not visible from CRM
Multiple state events per call — CRM gets duplicate activities
Inbound unknown numbers — no CRM contact created on call
WITH THE INTEGRATION
after go-live
Call State Changed (hangup) fires CRM activity + AI summary automatically
AI transcript URL stored in CRM activity on every call
Integration filters for hangup only — one clean CRM entry per call
New inbound number creates CRM contact automatically
Did you know?
What changes when Dialpad + Microsoft Dynamics 365 are connected
These improvements happen automatically — no rep action required after each call.
? Did you know
42
minutes saved per rep per day
Reps using Dialpad without Microsoft Dynamics 365 integration spend ~42 min/day manually logging calls. The integration fires on call end — zero effort from the rep.
call_duration
Create Engagement
auto-log
? Did you know
99%
of calls logged automatically
Manual logging captures ~60% of calls. The Dialpad webhook fires on every call end and creates a Microsoft Dynamics 365 activity — no exceptions.
call.ended
recording_url
notes
? Did you know
+38%
more deals created per week
Every Qualified disposition auto-creates a Microsoft Dynamics 365 deal. Manual processes lose ~35% of qualified calls to forgotten CRM entry.
disposition → dealstage
Create Deal
? Did you know
< 1s
from call end to CRM update
The Dialpad webhook fires the instant the call ends. Microsoft Dynamics 365 is updated before the rep reaches for the next number.
webhook
real-time
? Did you know
100%
of recordings in Microsoft Dynamics 365
Every Dialpad recording URL is mapped to the Microsoft Dynamics 365 contact automatically. Managers review calls from inside Microsoft Dynamics 365.
recording_url
activity.recording
? Did you know
0
missed follow-up tasks
Every Callback or Voicemail disposition auto-creates a Microsoft Dynamics 365 task. Assigned to the correct rep, linked to the contact.
disposition map
task creation
Under the hood
Exactly what happens when a call ends in Dialpad
Every step, every API call, every field. This is how a Dialpad webhook becomes a Microsoft Dynamics 365 record in under a second.
1
Call ends → Dialpad fires webhook
The moment an agent marks the call complete (or it auto-closes), Dialpad fires a POST webhook containing the full call payload.
/api/v2/calls/{call_id}
{
"call_id": "...",
"agent_name": "...",
"contact_phone": "...",
// + 5 more fields
}
{
"call_id": "...",
"agent_name": "...",
"contact_phone": "...",
// + 5 more fields
}
2
Payload validated + field-mapped
The integration layer receives the webhook, validates the signature (OAuth 2.0), and maps each Dialpad field to the correct Microsoft Dynamics 365 field — including disposition-to-stage logic.
disposition → deal_stage
recording_url → activity.recording
agent_id → owner_id
contact_phone → contact.phone
recording_url → activity.recording
agent_id → owner_id
contact_phone → contact.phone
3
Microsoft Dynamics 365 API call fires
The integration calls the Microsoft Dynamics 365 API (OAuth 2.0 (Azure AD)) to update the contact record, log the call activity, set the deal stage, and create a follow-up task if the disposition requires one.
POST /api/data/v9.2/leads
POST /api/data/v9.2/contacts
POST /api/data/v9.2/opportunities
POST /api/data/v9.2/contacts
POST /api/data/v9.2/opportunities
4
Complete. Rep sees nothing — Microsoft Dynamics 365 is already updated.
Total time from call end to CRM update: < 1s. Rate limits: Azure API Management limits apply -- vary by instance and licence. The rep closes Dialpad and moves to the next call. Microsoft Dynamics 365 already has everything.
instant
Call State Changed
Dialpad call state changes (ringing, answered, hangup)
action
Create Record
Creates a record for any Dynamics 365 object
action
Update Record
Updates an existing record by ID
action
Create Lead
Creates a new CRM lead
action
Create Contact
Creates a new CRM contact
action
Create Opportunity
Creates a new opportunity
action
Create Task
Creates a follow-up task/activity
All fields passed on every Dialpad call event:
call_id
state
direction
caller_id
callee_id
duration
recording_url
transcript_url
Connection Details
DialerDialpad
CRMMicrosoft Dynamics 365
Dialer authOAuth 2.0
CRM authOAuth 2.0 (Azure AD)
ZapierAvailable
Delivery5–10 business days
From$100 one-time setup
Best fit for
SMB teams using Dialpad as their primary business phone who want call logs and AI summaries in their CRM without switching platforms. Strong for customer success and inside sales teams where Dialpad AI coaching data is valuable.
Disposition mapping
What happens in Microsoft Dynamics 365 for every call outcome
Select a disposition to see the exact chain of events that fires in Microsoft Dynamics 365 — automatically.
Dialpad Agent
Interested
sets disposition
Integration Layer
Maps + fires
< 1s
Microsoft Dynamics 365
Move deal stage → Qualified
SQL / Qualified
| Dialpad disposition | Microsoft Dynamics 365 action | Stage |
|---|---|---|
| Interested | Move deal stage → Qualified | SQL / Qualified |
| Booked / Meeting Set | Create calendar event + stage update | Meeting Scheduled |
| Not Interested | Update contact status → Disqualified | Disqualified |
| No Answer | Re-queue + follow-up task or SMS | Attempted (retry) |
| Voicemail Left | Set contact status → Attempted | Attempted |
| Callback Requested | Create CRM task → Schedule Callback | Callback Scheduled |
| Wrong Number | Flag phone field as invalid | Invalid |
| DNC Requested | Set opt-out flag + suppress contact | Opted Out |
| Busy | Re-queue with delay timer | Re-queue |
Sales teams using Dialpad alongside Microsoft Dynamics 365 without an integration spend an average of 35–50 minutes per rep per day on manual call logging. At 8 reps, that's 28+ hours per week lost to data entry. Manually logged data is also incomplete — reps forget calls, mistype dispositions, skip recordings.
What teams use this for
Dialpad + Microsoft Dynamics 365 use cases
Specific things teams automate — based on how Dialpad works and what Microsoft Dynamics 365 needs.
✓
Log Dialpad Call State Changed (hangup) to CRM contact with duration and recording✓
Push Dialpad AI transcript and call summary to CRM note after each call✓
Create CRM contact when Dialpad inbound call from unknown number completes✓
Map Dialpad call direction (inbound/outbound) to CRM activity type automatically✓
Create CRM follow-up task based on call outcome or duration threshold✓
Sync Dialpad recording URL to CRM activity on every completed call✓
Create Dynamics 365 lead when dialer call received for new prospect✓
Update Dynamics opportunity stage when call disposition is set in dialerThe build process
From quote to live in 5–10 business days
Everything handled for you. No developer needed. You describe how you work — we build it.
1
Discovery call
30 minutes. We audit your exact Dialpad and Microsoft Dynamics 365 setup — dispositions, pipeline stages, field names, and edge cases. Quote on the same call.
Day 1
2
Field mapping
All fields mapped: Dialpad disposition codes → Microsoft Dynamics 365 stages, recording_url → activity field, agent ID → owner, plus any custom fields you need.
Days 1–2
3
Build & test
We build the integration and test with real call data from your Dialpad account into your Microsoft Dynamics 365. You verify every field before go-live.
Days 2–8
4
Go live + support
Integration goes live. We monitor for 30 days and fix anything that doesn't work exactly as specified — included at no extra charge.
Day 5–10
Client Results
What Happens When Systems Connect.
Real clients. Real platforms. Real results after we connected their systems.
Live Case Study
Y
Yadel
Founder · mabiat.co
✓ Verified Client
★★★★★
Built us a hotel booking agent using Vapi that handles both texts and calls. Guests enquire about room availability, check inventory and book directly. Everything syncs to Google Sheets in real time — no staff, no manual entry, no double-bookings. Live in under a week.
Hotel Booking Flow
Guest sends SMS or calls Vapi number
AI checks Google Sheets inventory in real time
Booking confirmed + Sheets updated instantly
Zero staff involved — fully automated
What People Are Saying
D
David K.
@davidk_solar
No-answer leads were just dying. Now they get auto-retried + SMS. Recovered 20% in month one.
GHL + CallTools
★★★★★
Y
Yadel
@yadel_mabiat
Hotel booking agent handles texts + calls and pushes reservations to Google Sheets. Live in under a week.
Vapi + Google Sheets
★★★★★
S
Sarah T.
@saraht_salesops
3 admins went back to selling. The Kixie integration handles everything. ROI in week one.
Pipedrive + Kixie
★★★★★
A
Alex M.
@alexm_realestate
Inbound calls get auto-logged, qualified in CRM and pushed to the right agent. Speed to lead cut to 60s.
Zoho + Aircall
★★★★★
N
Nina C.
@nina_growthops
AI agent qualifies inbound leads overnight. Warm handoffs in CRM by morning. Like hiring 3 extra reps.
GHL + Vapi
★★★★★
C
Chris D.
@chrisd_brokerage
Voicemails now trigger automated SMS + re-queue. Nothing falls through the cracks anymore.
Pipedrive + PhoneBurner
★★★★★
D
David K.
@davidk_solar
No-answer leads were just dying. Now they get auto-retried + SMS. Recovered 20% in month one.
GHL + CallTools
★★★★★
Y
Yadel
@yadel_mabiat
Hotel booking agent handles texts + calls and pushes reservations to Google Sheets. Live in under a week.
Vapi + Google Sheets
★★★★★
S
Sarah T.
@saraht_salesops
3 admins went back to selling. The Kixie integration handles everything. ROI in week one.
Pipedrive + Kixie
★★★★★
A
Alex M.
@alexm_realestate
Inbound calls get auto-logged, qualified in CRM and pushed to the right agent. Speed to lead cut to 60s.
Zoho + Aircall
★★★★★
N
Nina C.
@nina_growthops
AI agent qualifies inbound leads overnight. Warm handoffs in CRM by morning. Like hiring 3 extra reps.
GHL + Vapi
★★★★★
C
Chris D.
@chrisd_brokerage
Voicemails now trigger automated SMS + re-queue. Nothing falls through the cracks anymore.
Pipedrive + PhoneBurner
★★★★★
R
Rachel B.
@rachelb_ops
Managers finally have accurate data. Call logs match dialer reports. Forecasting actually works now.
Salesforce + Five9
★★★★★
T
Tom W.
@tomw_insurtech
Zero manual entry since go-live. Disposition sets in dialer, CRM updates instantly. Team loves it.
HubSpot + JustCall
★★★★★
P
Paul H.
@paulh_bdr
CallTools didn't have Zapier. They built a custom webhook pipeline. Works better than any native integration.
Salesforce + CallTools
★★★★★
L
Laura K.
@laurak_saas
Cold email reply hits "Interested" → dialer campaign in 60 seconds. The loop is finally closed.
HubSpot + Instantly
★★★★★
B
Ben R.
@benr_revteam
VICIdial was a nightmare to integrate. They sorted the webhook pipeline, AGI scripts, everything. Solid.
Zoho + VICIdial
★★★★★
O
Omar F.
@omarf_founder
Gong transcripts automatically pushed to HubSpot as call notes. Reps never need to write a recap again.
HubSpot + Gong
★★★★★
R
Rachel B.
@rachelb_ops
Managers finally have accurate data. Call logs match dialer reports. Forecasting actually works now.
Salesforce + Five9
★★★★★
T
Tom W.
@tomw_insurtech
Zero manual entry since go-live. Disposition sets in dialer, CRM updates instantly. Team loves it.
HubSpot + JustCall
★★★★★
P
Paul H.
@paulh_bdr
CallTools didn't have Zapier. They built a custom webhook pipeline. Works better than any native integration.
Salesforce + CallTools
★★★★★
L
Laura K.
@laurak_saas
Cold email reply hits "Interested" → dialer campaign in 60 seconds. The loop is finally closed.
HubSpot + Instantly
★★★★★
B
Ben R.
@benr_revteam
VICIdial was a nightmare to integrate. They sorted the webhook pipeline, AGI scripts, everything. Solid.
Zoho + VICIdial
★★★★★
O
Omar F.
@omarf_founder
Gong transcripts automatically pushed to HubSpot as call notes. Reps never need to write a recap again.
HubSpot + Gong
★★★★★
FAQ
Common questions about the
Common questions about the
Dialpad + Microsoft Dynamics 365 integration.
Most builds are live in 5–10 business days from the discovery call. Simple setups with standard dispositions can be done in under a week. More complex builds — custom pipeline stages, multi-user routing, conditional logic — may take the full 10 days.
Yes. The integration fires within seconds of each call ending using webhooks from Dialpad and the Microsoft Dynamics 365 API. Typical sync time is < 1s from call end to CRM record updated.
Disposition, recording URL, agent identity, call duration, notes, and any custom fields you specify — all mapped to the correct Microsoft Dynamics 365 fields. You control the mapping during the field-mapping step.
Zapier works for simple triggers but gives no control over field-level mapping, disposition logic, or recording attachment. A direct API build is recommended for anything beyond basic one-way logging.
That's the default case. We map your exact disposition codes to your exact Microsoft Dynamics 365 pipeline stages — whatever you've named them. No preset templates to conform to.
The one-time setup fee (from $100) covers the build, end-to-end testing with real data, and 30 days of post-launch support. No per-call or per-record fees.
Other Microsoft Dynamics 365 integrations
Microsoft Dynamics 365 + Talkdesk
Cloud Contact Center
→
Microsoft Dynamics 365 + Five9
Cloud Contact Center (Enterprise)
→
Microsoft Dynamics 365 + Aircall
Cloud Phone System / Sales Dialer
→
Microsoft Dynamics 365 + CallTools
Predictive / Preview / Power Dialer
→
Microsoft Dynamics 365 + Convoso
TCPA Compliant / AI Scoring
→
Microsoft Dynamics 365 + PhoneBurner
Power Dialer / CRM Sync
→
Taking quotes now for Dialpad + Microsoft Dynamics 365
Ready to Connect
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Drop your email or book a 30-minute call. Free, no commitment, usually reply same day.
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Quote within 24h
Live in 5–10 days
30-day support included
Get Your Free Quote
Tell us your setup — we'll have you live on Dialpad + Microsoft Dynamics 365 in days.
OR BOOK DIRECTLY
Integrations as low as $100 setup · Monthly from $50/mo
Before you go
See what Microsoft Dynamics 365 + Dialpad teams get
Every call logged automatically. Every recording in Microsoft Dynamics 365. Zero manual entry.
42
minutes saved per…
99%
of calls logged a…
+38%
more deals create…
< 1s
from call end to …
Want these results? Book a free 30-min call — we'll audit your Dialpad and Microsoft Dynamics 365 setup and give you a quote on the same call.
30-min call
Free quote same day
No commitment