- Home
- Integrations
- Microsoft Dynamics 365
3CX + Dynamics 365
3CX for businesses that run on Dynamics 365
If your business runs on Dynamics 365 Sales or Customer Service, the phone system should know it. 3CX looks up callers against contacts, accounts and leads, opens the record as the call rings, and writes each call back as a phone call activity — inside the Microsoft tenant we probably already look after for you.
- Contacts, accounts and leads matched on inbound
- Logged as Dynamics phone call activities
- Click-to-dial from model-driven apps
- Entra ID sign-on for 3CX users
What it does
3CX and Microsoft Dynamics 365, call by call
Lookup across entities
The calling number is searched across contacts, accounts and leads and shown on every device.
Phone call activities
Calls are logged as phone call activities on the record, so they appear in the timeline and in Dynamics reporting.
Click-to-dial
Numbers in model-driven apps become dial links through the browser extension.
One Microsoft tenant
3CX users sign in with Entra ID, and if we manage your Microsoft 365 the integration is scoped and permissioned by the same team.
Customer Service too
Case-centric teams can pop cases for known callers and log calls against them.
Teams alongside
Pair it with Teams direct routing so calls can be answered in Teams while still logging to Dynamics.
Permissions and scope
The integration uses an application registration in your Entra tenant with the Dataverse permissions it needs and nothing more. Because we usually administer the tenant as part of managed IT, the whole thing is set up and documented by one team.
Custom entities
Many Dynamics deployments have custom entities that carry phone numbers. Searching those is scoped work — quick when the field is obvious, quoted when it is not.
How it is set up
Four steps, usually inside a day
You keep the keys. We do the mapping, the rollout and the looking-after.
Register
App registration in Entra with least-privilege Dataverse access.
Map
Entities to search, what to log, which users.
Roll out
Browser extension per user; Entra sign-on for 3CX.
Support
Monitored by the same team that looks after your tenant.
Common questions about the Microsoft Dynamics 365 integration
Does it work with Dynamics 365 online and on-premises?
Online (Dataverse) is the standard integration. On-premises Dynamics is possible but scoped case by case.
Can calls answered in Teams still log to Dynamics?
Yes, when Teams is connected through 3CX direct routing the call is still a 3CX call and is logged the same way.
Still have questions? Talk to a local specialist — no call centre, no scripts. Contact us
Industries
Where Microsoft Dynamics 365 and 3CX usually turn up
Legal & Professional Services
Law, accounting and advisory firms where confidentiality, billable time and reliable communication are non-negotiable.
See how we helpNot-for-profit & Community
Charities, associations and community organisations that need enterprise reliability on a member-funded budget.
See how we helpConstruction & Trades
Builders, trades and contractors with a team on the road, a site office that moves, and jobs that cannot wait for IT.
See how we helpHubSpot
Caller ID from HubSpot contacts, calls logged as HubSpot call activities, click-to-dial — without paying for HubSpot calling minutes.
3CX + HubSpotSalesforce
Leads, contacts and accounts looked up as calls ring, calls logged as Salesforce tasks, click-to-dial from Lightning.
3CX + SalesforceZoho CRM
Contacts and leads matched from Zoho CRM, calls logged to the Calls module, click-to-dial — including Zoho One and Bigin.
3CX + Zoho CRMGet a quote
Ready to connect Microsoft Dynamics 365 to 3CX?
Tell us which edition you run and what should happen when the phone rings. We will confirm whether it is a template, middleware or custom work, and quote it.
Prefer to talk?
1300 718 857Monday to Friday, 8:30am – 5:30pm ACST. 24/7 support for managed customers. Existing customer with a fault? Go to support.
- Written, itemised quote within one business day
- No obligation — we will say if you should stay put
- Titanium 3CX Partner, one of six in Australia