Live in 5–10 business days

Every OpenPhone Call
Logged in < 1s.
No rep involvement.

When a call ends in OpenPhone, this integration fires automatically: the call outcome, disposition, recording URL, agent identity, and all contact data map to Microsoft Dynamics 365 in under a second. 4 event types from…

4 events
Trigger types from OpenPhone
6 actions
CRM actions in Microsoft Dynamics 365
42min
saved per rep per day
Book Free Call → ← All Integrations
Free quote in 24h
No commitment
30-day support
From $100 setup
Live Field Mapping — OpenPhone → Microsoft Dynamics 365
Syncing
OpenPhone
Dialer · Business Phone + SMS + Lightweight CRM
API Key (Business plan+ required)
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 OpenPhone 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 — OpenPhone → Microsoft Dynamics 365
OpenPhone ⚡ Integration Layer < < 1s Microsoft… ✓
What changes for your team

Your day before. Your day after.

The exact workflow differences between teams using OpenPhone + Microsoft Dynamics 365 manually and teams running this integration.

WITHOUT THE INTEGRATION
current state
✗
Rep logs OpenPhone call manually in Microsoft Dynamics 365 — 3–5 min per call
✗
Disposition set in OpenPhone — Microsoft Dynamics 365 pipeline stage updated hours later
✗
Recordings in OpenPhone never reach Microsoft Dynamics 365 contacts
✗
Follow-up tasks created manually — forgotten ~40% of the time
✗
Last hour of every workday lost to data entry
WITH THE INTEGRATION
after go-live
✓
Microsoft Dynamics 365 updated automatically on call end — 0 rep effort
✓
Disposition maps to Microsoft Dynamics 365 pipeline stage in < 1s via webhook
✓
recording_url mapped to Microsoft Dynamics 365 activity on every call
✓
Task auto-created in Microsoft Dynamics 365 for every Callback/Voicemail disposition
✓
42 minutes per rep per day returned to selling
Outcomes that matter

What you actually gain from
OpenPhone + Microsoft Dynamics 365

Not features. Measurable improvements in your sales operation.

Call logging rate
58% 99%
Manual logging captures ~58% of calls. Every call now creates a Microsoft Dynamics 365 activity.
Recordings in CRM
12% 100%
Recording URL mapped to Microsoft Dynamics 365 activity on every OpenPhone call end.
Follow-up task creation
58% 100%
Callback dispositions auto-create Microsoft Dynamics 365 tasks. Nothing slips.
Pipeline stage accuracy
62% 100%
Disposition maps to Microsoft Dynamics 365 stage in < 1s — not end of day.
42
minutes saved per rep per day
Reps using OpenPhone 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
99%
of calls logged automatically
Manual logging captures ~60% of calls. The OpenPhone webhook fires on every call end and creates a Microsoft Dynamics 365 activity — no exceptions.
call.ended recording_url notes
+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?

What changes when OpenPhone + 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 OpenPhone 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 OpenPhone 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 OpenPhone 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 OpenPhone 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 OpenPhone

Every step, every API call, every field. This is how a OpenPhone webhook becomes a Microsoft Dynamics 365 record in under a second.

1
Call ends → OpenPhone fires webhook
The moment an agent marks the call complete (or it auto-closes), OpenPhone fires a POST webhook containing the full call payload.
/v1/messages
{
  "call_id": "...",
  "agent_name": "...",
  "contact_phone": "...",
  // + 5 more fields
}
2
Payload validated + field-mapped
The integration layer receives the webhook, validates the signature (API Key (Business plan+ required)), and maps each OpenPhone 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
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
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 OpenPhone and moves to the next call. Microsoft Dynamics 365 already has everything.
instant
Call Recording Completed
Call recording processed and available
instant
Incoming Call Completed
Inbound call ended -- includes voicemail URL + transcription if left
instant
New Message Received
New SMS/MMS received
instant
New Missed Call
Inbound call not answered
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 OpenPhone call event:
id direction status from to recording_url voicemail_url transcription
Connection Details
DialerOpenPhone
CRMMicrosoft Dynamics 365
Dialer authAPI Key (Business plan+ required)
CRM authOAuth 2.0 (Azure AD)
ZapierAvailable
Delivery5–10 business days
From$100 one-time setup
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.

OpenPhone Agent
Interested
sets disposition
Integration Layer
Maps + fires
< 1s
Microsoft Dynamics 365
Move deal stage → Qualified
SQL / Qualified
OpenPhone 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 OpenPhone 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

OpenPhone + Microsoft Dynamics 365 use cases

Specific things teams automate — based on how OpenPhone works and what Microsoft Dynamics 365 needs.

✓
Log completed OpenPhone call to HubSpot as engagement note
✓
Create CRM contact when inbound call from unknown number completes
✓
Send Slack alert when voicemail is left on OpenPhone number
✓
Create Dynamics 365 lead when dialer call received for new prospect
✓
Update Dynamics opportunity stage when call disposition is set in dialer
✓
Create Dynamics task for follow-up after no-answer call in dialer
✓
Log call activity to Dynamics contact record when dialer call completes
The 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 OpenPhone 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: OpenPhone 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 OpenPhone 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.
mabiat.co Vapi AI Google Sheets Live < 1 week
Hotel Booking Flow
📞 Guest SMS or Call Vapi AI Google Sheets
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
OpenPhone + 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 OpenPhone 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 OpenPhone + Microsoft Dynamics 365

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Integrations as low as $100 setup · Monthly from $50/mo
Before you go

See what Microsoft Dynamics 365 + OpenPhone 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 OpenPhone and Microsoft Dynamics 365 setup and give you a quote on the same call.

30-min call
Free quote same day
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