How to Integrate Dynamics 365 with Cisco: 1-Min Guide

How to Integrate Dynamics 365 with Cisco

Updated on:

June 5, 2026

By:

Madhav Bhandari

Use this interactive demo to learn how to integrate Microsoft Dynamics 365 with Cisco tools.

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Here’s how to do it:

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Jump into Dynamics 365 and hit the 'Sales' menu to get started.
Head over to 'App Settings'.
Go to 'App Extensions' and click 'Partner Apps'.
Use the search bar and type 'Cisco' to find what you need.
Select 'Cisco CTI Connector for Microsoft Dynamics'.
Click 'Contact Me' to go on for a free 15 days trial and set up the integration.
Fill in the information in the dialog box.
Click 'Continue' to confirm.

📌 Why this matters

This integration transforms your sales calls from isolated conversations into rich, documented customer interactions. When prospects call, their complete Dynamics 365 history appears instantly on your screen—past purchases, support tickets, and ongoing opportunities.

You can log call outcomes directly without switching between systems. The real advantage goes beyond convenience: your entire team gains context about every customer touchpoint, turning fragmented communication into a unified relationship strategy that drives higher conversion rates and customer satisfaction.

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