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Microsoft Dynamics CRM Integration
Plan calling workflows around Dynamics contacts, accounts, and sales opportunities. The Brightcall team will help confirm the connection method, available data, and scope for your account before you begin.
BRIGHTCALL.AI + YOUR PLATFORM
Overview
01
Contacts and accounts
Select the customer records and phone fields your calling team needs.
02
Opportunity follow-up
Define when an opportunity should lead to a call and who owns the next step.
03
Activity mapping
Agree which call outcomes should be recorded against your Dynamics records.
PLAN YOUR WORKFLOW
From a conversation to the next step.
Start with the way your team works today, then explore where Brightcall.ai could fit.
STEP 01
Describe your Microsoft Dynamics CRM use case and select the records, events, or data to include.
STEP 02
Confirm the connection method and field mapping with the Brightcall team. Follow the available guide for your setup.
STEP 03
Test a small sample, review the result with your team, and then enable the agreed workflow.
Supported features and requirements are confirmed with our team.
LET’S BUILD THE RIGHT SETUP
Getting started
01
Tell us about your tools
Share the platform, your team’s process, and the outcome you’re aiming for.
02
Map the workflow together
Identify the customer context, conversations, and follow-up your team needs.
03
Confirm your setup
We’ll review supported capabilities, availability, and requirements before you get started.
