Microsoft Dynamics 365 Sales

The Dynamics connector calls the leads or contacts of a marketing list in a Dialfire campaign. After each call it logs a phone call activity in Dynamics, updates the fields and creates an appointment when one is booked.

For the principles shared by all connectors, see How connectors work.

Requirements

  • A Dialfire account and a Dynamics 365 Sales account.
  • A Dialfire user with administrator rights.
  • A Dynamics 365 user whose security role allows reading marketing lists, reading and editing leads and contacts, and creating phone calls and appointments.
  • If your organization only allows apps approved by an administrator, a Microsoft 365 administrator has to approve the Dialfire app once.

Step 1: Prepare a marketing list in Dynamics

  1. In Dynamics 365 Sales open Marketing Lists → New.
  2. Set Targeted At to Lead or Contact. Lists of accounts can't be linked.
  3. Add members with Manage Members. Static lists and dynamic lists (based on a query) both work.

Step 2: Connect Dynamics

  1. Open connect.dialfire.com/connectors/dynamics and sign in to Dialfire with your administrator user.
  2. Enter your Dynamics domain: the part of your Dynamics address between https:// and .dynamics.com. If you open Dynamics at https://contoso.crm4.dynamics.com, enter contoso.crm4.
  3. Sign in with your Microsoft account and confirm the access.

Step 3: Link a marketing list

  1. On the left, choose the marketing list.
  2. On the right, choose the Dialfire campaign type and a title, then click .

Step 4: Fields and phone number

Open the binding with . Name, job title, phone numbers, e-mail, address, website and description are preselected. Contact and lead fields are listed separately.

Phone number: Dialfire dials the Business Phone field. Make sure it is filled.

How the synchronization works

  • New members arrive with the regular synchronization (about every 10 minutes while the campaign is being called, or when you click Synchronize).
  • Changes are applied at night (between 1 and 5 am) or when you click Synchronize.
  • Members removed from the list are taken out of the call queue once two synchronizations in a row confirm it (a manual synchronization does it immediately). For lists with 5,000 members or more they stay in the Dialfire campaign; then give them a final result in Dialfire.

What Dialfire writes to Dynamics

After each call, when the contact passes the Dynamics Push task:

  • Phone call activity: "Call in Dialfire" on the lead or contact, with the phone number, duration and a link to the recording.
  • Fields: changed values of the selected fields.
  • Appointment (calendar campaign): a booked appointment becomes a Dynamics appointment with the lead or contact as attendee.

Setting up Dialfire for your calls

Each binding creates a new campaign in your Dialfire account. Log in to Dialfire and:

  1. Set the caller ID for your outgoing calls.
  2. Add your agents in the Users menu.
  3. Check the call and recording settings of the tasks.
  4. Check the contact form (menu Campaign, Form view) and make sure the fields your agents need are visible.

See How connectors work for an example of such a campaign.

The campaign template already contains the Dynamics Push task, which sends the results to the CRM after each call. You can adapt the task flow and the form to your needs at any time.

Need help?

New to Dialfire? Have a look at our documentation or contact our support team.

Troubleshooting

SituationSolution
"No Dynamics marketing lists found"Create a marketing list for leads or contacts, then reload.
The Microsoft sign-in says the app needs approvalAsk your Microsoft 365 administrator to approve the Dialfire app.
The connection stops workingOpen the connector again, enter your domain and sign in once more. Your bindings stay as they are.
Contacts are not dialedCheck the Business Phone field of the records.