VoIP Integration Setup for Dynamics 365 | Teliqon
Embed Teliqon PBX directly into Microsoft Dynamics 365 CRM to enable click-to-call, real-time caller pop-ups, automated call logging, and new contact/lead creation - enhancing productivity and customer interaction within your CRM.
Inside the Dynamics 365 Integration
Teliqon PBX fully integrates with Dynamics 365 CRM, providing complete ttelephone integration for Dynamics 365 in your workspace. Users can make and receive calls, view caller details, auto-log activities, and automatically create contacts or leads – all without leaving the Dynamics 365 call center. The result is smoother workflows, richer customer context, and no time wasted switching between tools.
Integrated Tools, Real Results
Efficient One-Click Dialing
With Dynamics 365 integration, users can pick any phone numberto place calls instantly through Teliqon PBX – no manual dialing, and more rapid communication.
Real-Time Caller Pop-ups
Incoming calls instantly display pop-ups displaying contact details, recent interactions, and open opportunities – giving agents the context they need to respond quickly.
Automated Call Logging
All inbound, outbound, and missed calls are auto-logged in Dynamics as CRM activities – with timestamp, duration, and call direction for effortless tracking and visibility.
Dynamic Contact Creation
With Dynamics 365 integration, calls from unknown numbers can automatically generate leads or contacts, ensuring no opportunity slips through the cracks.
Embedded Calling Experience
Tired of switching between apps to handle calls? With Teliqon PBX and Dynamics 365 CRM, agents can manage every conversation directly within the platform.
Call Recording Access
Listen and review call recordings directly and securely right from the CRM activity timeline, making quality assurance and agent training easier and more effective overall.
Streamlined Agent Workflow
Agents spend less time switching between systems or manually logging data — keeping their focus where it matters most: meaningful customer conversations.
Performance Visibility
Managers can access call analytics, user activity, and CRM-based metrics — all seamlessly integrated into Dynamics 365 dashboards to support smarter decisions.
Dynamics 365 VoIP Integration
Enjoy click-to-call, real-time caller pop-ups, automatic call logging, and effortless creation of new contacts or leads — all designed to boost productivity and enhance customer engagement within your CRM.
Smart Features Built for CRM
Click-to-Call
Click any phone numbers in Dynamics 365 to start a call using Teliqon PBX, making sales and support workflows faster and efficient.
Caller Pop-Ups
Inbound calls automatically open contact profiles in the CRM, displaying ID, account details, — helping agents respond with full context.
Auto Call Activity Logging
Call records are automatically generated in Dynamics 365 under phone call activities, capturing all key details — no manual input required.
Auto Contact or Lead Creation
When a call comes from an Unknown, Teliqon PBX can auto-create a new contact in Dynamics 365, ensuring your database remains up to date.
Call Recording Playback
Access and listen to audio recordings linked to call activities directly within Dynamics 365 — a convenient way to support service quality.
Secure CRM Integration
Calls are processed securely within the CRM through encrypted channels — no third-party apps are required for core telephony functions.
Number Matching & Rules
Configure how inbound and outbound numbers link to contacts, and set custom rules to automatically create leads or contacts.
User-to-Extension Mapping
Each CRM user is connected to their Teliqon PBX extension, ensuring every call is tracked and auto-logged within activity records.
Take Your Contact Center to the Next Level in 5 Steps
Book a Discovery Call
Learn how Teliqon’s solutions can enhance sales, communication & efficiency.
Receive a Custom Proposal
Get a tailored plan with the best Teliqon solutions for your business needs.
Seamless Integration
Set up Teliqon’s tools in your existing systems for seamless operations performance.
Maximize Outcomes
Boost communication with high-quality calls and improved SMS campaigns.
24/7 Support and Optimization
Enjoy ongoing 24/7 support to ensure smooth operations & continuous improvement.
FAQ
The Dynamics 365 VoIP integration requires Dynamics 365 Sales and Microsoft 365 Business (Basic, Standard, or Premium) with CRM integration enabled.
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