The Aircall-Dynamics integration has a lot to offer by streamlining workflows and getting rid of manual data entry after a phone call. Thankfully, getting set up only takes a few minutes!
Before you start, make sure that you have Admin rights in both Aircall and Dynamics, and that you are using the same email address for both accounts.
To begin, login to your Aircall account
From your Aircall Dashboard, select Integrations on the left sidebar menu
Click on Add an integration, then select Microsoft Dynamics
Click on Install
Now you will be guided through a few easy steps outlined below.
Step 1: Authenticate Aircall
Click on New Authentication. This will open a screen for you to add a required Authentication name. (You will see a default name already provided for you. While a name is required, it will not be visible anywhere so any name can be used here -- either the suggested default or a name that you choose yourself.)
Click Add and a pop-up will appear
From the pop-up, click on Authorize to allow this integration to access information about your calls in Aircall
If the integration is successful, you will see a message that says “Aircall connected.” Once you see this, click on Next.
Step 2: Connect an Aircall number
Select an Aircall number from the drop down to connect to Microsoft Dynamics. (Please keep in mind that if you do not select a number it will not be linked.)
Step 3: Authenticate Microsoft Dynamics 365
Click on New Authentication. This will open a screen for you to add a required Authentication name. (You will see a default name already provided for you. While a name is required, it will not be visible anywhere so any name can be used here -- either the suggested default or a name that you choose.)
Enter in the URL for your Microsoft Dynamics 365 account. Please make sure to enter your full URL, and that it begins with HTTPS:// otherwise authentication will not work.
If the integration is successful, you will see a message that says “Microsoft Dynamics connected.”
⚠️ Please note: When reinstalling or adding a second integration, you must add a NEW authentication name each time, as existing Authentication name options won't work properly.
Step 4: Choose the desired outcome if the caller’s number does not exist
If a phone number does not exist in Microsoft Dynamics 365, you have the option to create a new “Contact” or "Lead". If you choose the "Nothing" option, no new contact will be created. If no option is deliberately selected in the drop-down, the integration will default to creating a new "Contact", as it is the default selection.
Once a selection has been made, click on Finish
Great, your integration is active! You're all set and ready to get the most out of your integration. 🎉
Still in need of assistance? Please feel free to reach out to the Support Team and we’ll be happy to assist!