Integration · Retell AI to Microsoft Dynamics 365

Microsoft Dynamics 365 and Retell AI integration

We connect Retell AI to Microsoft Dynamics 365 so every call, outcome and follow-up lands on the right contact or lead. It is a one-time setup by our team, not a monthly middleware subscription.

  • From $100, one-time setup
  • No monthly fees from us
  • Tested on your own calls before go-live
Get a written scope
Retell AI Microsoft Dynamics 365

One call ends in Retell AI. In Microsoft Dynamics 365:

  1. Call logged with the transcriptOn the matching contact or lead in Microsoft Dynamics 365
  2. Summary savedAs a note anyone can read
  3. Outcome updates the recordThe opportunity or field you choose
One-time setup
From $100
Monthly fee from us
$0
Working days to a written scope
2
Working days to build and test
5–10

What we connect between Retell AI and Microsoft Dynamics 365

A typical setup. We adjust each line to how your team uses Retell AI and Microsoft Dynamics 365.

When this happensThis is what you get
An AI call endsA phone call activity on the matching contact or lead, owned by the right Microsoft Dynamics 365 user
The call recordingAttached to that phone call activity
The transcript and summaryA note on the contact or lead
A caller who is not in Microsoft Dynamics 365 yetA new contact or lead, checked against existing records first

Field mapping, event by event

Each Retell AI event and exactly what it writes in Microsoft Dynamics 365. Pick an event to see its fields.

1. Trigger · Retell AI When an AI call ends Every call made or received in Retell AI
2. Action · Microsoft Dynamics 365 Log the phone call activity In Microsoft Dynamics 365, on the contact or lead — Where your team already works
Microsoft Dynamics 365 field Mapped from What happens
Activity date Start timestamp15 Sep, 4:00 pm Shown in your time zone
Call length Duration ms3 min 04 s Stored the way Microsoft Dynamics 365 expects
Recording Call recordingPlayable audio Added once the file is ready
Summary and transcript TranscriptWants a demo next week Saved as note text
Owner Agent idMaria Lopez Matched to the same person in Microsoft Dynamics 365
Contact or lead Matched by phone number+1 415 555 0142 A new contact or lead is created only if none match
1. Trigger · Retell AI When the call summary is ready Transcript and summary are finished
2. Action · Microsoft Dynamics 365 Save a note In Microsoft Dynamics 365, on the contact or lead — Readable by anyone who opens the record
Microsoft Dynamics 365 field Mapped from What happens
Transcript TranscriptAgent: Hi, this is… Below the summary
Contact or lead Same match as the call+1 415 555 0142 Linked to the same record as the call

Sample values are made up. The exact fields are agreed with you in your scope.

A one-time setup, not a monthly middleware bill

We are not a middleware. We plan the connection, set it up, test it on your calls and hand it over.

Web Repay integration setup Middleware subscription
What you pay One-time setup, from $100 (one-off) A monthly plan, often priced by tasks or operations
As call volume grows The same price, no per-task charges Costs rise with every call that syncs
Who builds and tests it We do, on your own Retell AI calls Your team builds and maintains every step
Where it runs In your own Retell AI and Microsoft Dynamics 365 accounts, documented Inside the middleware vendor’s platform
When something changes Additional support as needed, when you request it Your team fixes the broken steps

Where a small connector layer is the most reliable route, we say so in your written scope, set it up in your own account and choose the option with the lowest running cost.

Where Retell AI and Microsoft Dynamics 365 setups usually go wrong

Two updates for one call

Retell AI can report a call and its outcome at different moments. Left alone, that creates two activities in Microsoft Dynamics 365. We combine them into one clean record.

Phone numbers written two ways

Retell AI and Microsoft Dynamics 365 often store numbers in different formats. Left alone, a caller who already exists becomes a second contact or lead. We match on a cleaned-up number before anything is created.

Reps matched to Microsoft Dynamics 365 users

If a Retell AI user is not matched to a Microsoft Dynamics 365 user, calls log without an owner. We match every rep before go-live.

Updating the right opportunity

An outcome has to change one opportunity, not every opportunity on the record. We agree the rule with you before we build.

How we set it up

  1. 1

    Tell us what should connect

    Which calls, outcomes and follow-ups should reach Microsoft Dynamics 365. You get a written scope with a fixed one-time price.

  2. 2

    Give us access

    Admin access to Retell AI and Microsoft Dynamics 365 for the setup. Nothing for you to install, and no new subscription to start.

  3. 3

    We build and test

    We connect the two tools, map every detail and test it with real calls before your team relies on it.

  4. 4

    Handover

    You get a short document of what is connected and how it behaves. It runs in your own accounts, with no monthly fee from us.

Two agents on headset calls in an office
Test call passedEvery field in the table checked LiveWatched for the first week

What it costs

From $100 one-time setup

Starting price for connecting Retell AI and Microsoft Dynamics 365, built and tested. Larger mappings get a fixed quote in writing before we start.

No monthly fee from us. Additional support is available as needed, whenever you request it.

Get a written scope

Tell us what should happen in Microsoft Dynamics 365 when a call ends. We reply within 2 working days.

Questions about Retell AI and Microsoft Dynamics 365

Is there a monthly fee?

No. You pay once for the setup. Unlike Zapier, Make and similar middleware subscriptions, there is no monthly or per-task charge from us, so the cost does not grow as your team makes more calls.

Is Web Repay a middleware?

No. We are an integration team: we plan the connection between Retell AI and Microsoft Dynamics 365, set it up, test it on your calls and hand it over. Where a small connector layer is the most reliable route, we say so in your written scope and choose the option with the lowest running cost.

What can you connect between Retell AI and Microsoft Dynamics 365?

An ai call ends, the call recording, the transcript and summary, a caller who is not in microsoft dynamics 365 yet, each mapped to the right contact or lead and opportunity in Microsoft Dynamics 365. We confirm the exact list in your scope.

How long does it take?

You get a written scope and a fixed price within 2 working days. Most setups are built and tested within 5 to 10 working days of getting access.

What do you need from us?

Admin access to Retell AI and Microsoft Dynamics 365 during the setup, and a short call to agree what should happen. You can remove our access once it is handed over.

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Rather talk it through?

Thirty minutes on how your team uses Retell AI and Microsoft Dynamics 365. You leave knowing what we would build and what it would cost.

Call +91 82857 48750
Person at a desk using a laptop
Call ended03:04 · inbound Opportunity updatedStage set from the call outcome Call-back taskAssigned to the contact owner