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

How to Integrate Dynamics 365 with Telephony

Updated on:

April 6, 2026

By:

Madhav Bhandari

Use this interactive demo to learn how to integrate Dynamics 365 with your telephony system.

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This is considered the simplest, fully native telephony option according to Dynamics telephony guides. Here’s how:

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Open your Dynamics 365 and access the 'App Settings'.
Go to 'App Extensions' and click 'Partner Apps'.
Go to the search bar and type 'Telephony'.
Browse from the results and click 'Dynamics for Telephony'.
Click 'Free Trial' to begin the process.
Select the target environment.
Agree to the environment's terms by checking each box.
Once done, click 'Install' to integrate Dynamics 365 with Telephony.

📌 Why this matters

This integration transforms your CRM from a passive data repository into an active communication hub. You can make and receive calls directly within Dynamics 365, automatically logging call details, duration, and outcomes without manual data entry.

The real advantage goes beyond convenience—when your phone system talks to your CRM, you get automatic call routing based on customer data, pop-up screens showing caller history before you answer, and seamless workflow triggers that can update records or create follow-up tasks based on call outcomes.

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