Microsoft Dynamics CRM

6 Actions

CRM & Sales

Customer relationship management software package developed by Microsoft.

Connect Microsoft Dynamics CRM with Famulor's telephony AI to create powerful automated workflows. Our AI phone assistant automates your phone calls and syncs data seamlessly with Microsoft Dynamics CRM. Setup takes less than 5 minutes with our no-code platform.

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Workflow Examples

See how you can automate your workflows with Microsoft Dynamics CRM and Famulor's telephony AI. Our AI phone agent revolutionizes your business processes.

AI Phone Automation

Famulor's telephony AI automatically triggers actions in Microsoft Dynamics CRM based on call content and AI agent interactions

AI phone interaction

Phone agent processes

Microsoft Dynamics CRM action triggered

Feature Highlights

Create no‑code AI phone call systems with Microsoft Dynamics CRM integration: never miss a call and convert more leads.

Smart Automation

Transform Microsoft Dynamics CRM workflows with AI voice agents.

24/7 automated responses
Instant Microsoft Dynamics CRM data sync

No‑Code Platform

Set up Microsoft Dynamics CRM integration in minutes.

Visual workflow builder
Pre‑built Microsoft Dynamics CRM templates

Advanced Analytics

Get real‑time insights from every Microsoft Dynamics CRM interaction.

Call success metrics
Microsoft Dynamics CRM data insights

Available Actions

Actions that Famulor's telephony AI can perform in Microsoft Dynamics CRM from your AI phone assistant workflows

Create Record

Creates a new record.

Custom API Call

Make a custom API call to a specific endpoint

Delete Record

Deletes an existing record.

Get Record

Retrieves an existing record.

Microsoft Dynamics CRM

Customer relationship management software package developed by Microsoft.

Update Record

Updates an existing record.

Quick Setup Guide

Get started with Microsoft Dynamics CRM integration in 3 simple steps

Connect your Microsoft Dynamics CRM account

Authenticate your Microsoft Dynamics CRM account with Famulor using OAuth or API keys. Your credentials are stored securely.

Create your workflow

Use our visual workflow builder to connect Famulor voice agents with Microsoft Dynamics CRM actions and triggers.

Test and deploy

Test your integration with sample data, then deploy it to start automating your workflows in real-time.

Ready to connect Microsoft Dynamics CRM with telephony AI?

Start automating your workflows with Microsoft Dynamics CRM and Famulor's telephony AI today. Our AI phone assistant revolutionizes your business processes.

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FAQ

Frequently asked questions about Microsoft Dynamics CRM integration

How quickly can I set up Microsoft Dynamics CRM integration?

Setup takes less than 5 minutes. Connect your Microsoft Dynamics CRM account, configure your voice agent preferences, and start automating your phone calls immediately.

What data can be synced between Microsoft Dynamics CRM and Famulor AI Phone Agent?

Our integration syncs relevant data including contacts, leads, custom fields, tags, and activity history. Call outcomes and recordings are automatically saved back to Microsoft Dynamics CRM.

Are there any calling limitations or restrictions?

There are no limitations on the number of calls. Your plan determines call volume and you can upgrade anytime. All calls are compliant and include automatic opt‑out handling.

Can I customize the voice agent for Microsoft Dynamics CRM workflows?

Absolutely. You can fully customize personality, script, voice, and responses based on Microsoft Dynamics CRM data. Create different agents for different workflows and business objectives.