Live in 5–10 business days
Orum + Microsoft Dynamics 365
Integrated Directly.
No Zapier. No delays.
Orum is an AI parallel dialer that connects reps only when a human answers. It has native bidirectional sync with Salesforce and HubSpot — but for all other CRMs, the integration captures the call_completed and disposit…
Technical noteOrum has no Zapier integration. Connections use the Orum webhook system (call_completed, call_voicemail, disposition_logged) and REST API. Orum's native Salesforce and HubSpot sync covers those CRMs — use the custom integration for all others. High-volume teams should implement queuing to stay within CRM API rate limits.
3 events
Trigger types from Orum
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 — Orum → Microsoft Dynamics 365
Syncing
Orum
Dialer · AI Parallel Dialer
API Key / OAuth
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 Orum 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
< 0.8s
call end to CRM update
0min
saved per rep per day
0%
recordings in Microsoft Dynamics 365
Live integration feed — Orum → Microsoft Dynamics 365
What changes for your team
Your day before. Your day after.
The exact workflow differences between teams using Orum + Microsoft Dynamics 365 manually and teams running this integration.
WITHOUT THE INTEGRATION
current state
Orum parallel dials completing — non-native CRM never sees results
Disposition_logged in Orum — CRM pipeline stage stays unchanged
Voicemails in Orum — CRM has no record or follow-up task
High-volume parallel dials (200+/day) — manual CRM update impossible
WITH THE INTEGRATION
after go-live
call_completed maps to CRM on every human-answered Orum call
disposition_logged fires CRM stage update < 1s via webhook
call_voicemail creates CRM task immediately on every voicemail
Integration handles burst volume — every call logged automatically
Did you know?
What changes when Orum + 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 Orum 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 Orum 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
< 0.8s
from call end to CRM update
The Orum 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 Orum 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 Orum
Every step, every API call, every field. This is how a Orum webhook becomes a Microsoft Dynamics 365 record in under a second.
1
Call ends → Orum fires webhook
The moment an agent marks the call complete (or it auto-closes), Orum fires a POST webhook containing the full call payload.
/webhook/call_completed
{
"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 (API Key / OAuth), and maps each Orum 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: < 0.8s. Rate limits: Azure API Management limits apply -- vary by instance and licence. The rep closes Orum and moves to the next call. Microsoft Dynamics 365 already has everything.
webhook
call_completed
Call session ended with metadata
webhook
call_voicemail
Voicemail left for prospect
webhook
disposition_logged
Rep logs disposition post-call
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 Orum call event:
call_id
prospect_name
prospect_phone
rep_name
call_outcome
disposition
call_duration
notes
Connection Details
DialerOrum
CRMMicrosoft Dynamics 365
Dialer authAPI Key / OAuth
CRM authOAuth 2.0 (Azure AD)
ZapierNot available — direct API
Delivery5–10 business days
From$100 one-time setup
Best fit for
Enterprise and mid-market SDR teams running 200+ dials per day per rep using Orum's AI parallel dialler for outbound prospecting. Strong fit for teams whose CRM is not Salesforce or HubSpot — Zoho, Pipedrive, GoHighLevel, Monday, etc.
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.
Orum Agent
Interested
sets disposition
Integration Layer
Maps + fires
< 0.8s
Microsoft Dynamics 365
Move deal stage → Qualified
SQL / Qualified
| Orum 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 |
Teams using Orum without a Microsoft Dynamics 365 integration typically log around 55–65% of calls manually. The other 35–45% disappear. No recordings, incomplete activity history, ownership mismatches. This integration closes that gap to near 100%.
What teams use this for
Orum + Microsoft Dynamics 365 use cases
Specific things teams automate — based on how Orum works and what Microsoft Dynamics 365 needs.
✓
Log Orum call_completed event to CRM contact with full metadata on every human-answered call✓
Map Orum disposition to CRM pipeline stage on disposition_logged event✓
Create CRM follow-up task when Orum call_voicemail event fires✓
Sync Orum recording URL to CRM activity on every answered call✓
Create CRM deal when Orum call indicates qualified or interested prospect✓
Update CRM lead stage in real time as Orum parallel dial sessions run✓
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 Orum 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: Orum 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 Orum 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
Orum + 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 Orum and the Microsoft Dynamics 365 API. Typical sync time is < 0.8s 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.
Orum has no native Zapier integration. This build uses Orum's REST API and webhook system directly — giving you full field-level control, conditional logic and two-way sync.
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 Orum + Microsoft Dynamics 365
Ready to Connect
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Live in 5–10 days
30-day support included
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Tell us your setup — we'll have you live on Orum + 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 + Orum 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…
< 0.8s
from call end to …
Want these results? Book a free 30-min call — we'll audit your Orum and Microsoft Dynamics 365 setup and give you a quote on the same call.
30-min call
Free quote same day
No commitment