Before installing the Microsoft Dynamics integration, please check that you have Admin rights in Aircall and Microsoft Dynamics, and that you are signed into each. Additionally, make sure all Aircall users are using the same email address for their Aircall and Microsoft Dynamics accounts. If users do not log in with the same email on both platforms, information will not be logged in Microsoft Dynamics appropriately.

Installing Your Microsoft Dynamics Integration

Follow the simple steps below to get started:

  • Log in to the Aircall Admin Dashboard

  • Select Integrations & API from the left sidebar menu

  • Find and click on Microsoft Dynamics in the Discover integrations section

  • Click on Install integration to start the install flow

  • Click Authorize

  • Under Select numbers click Add numbers

  • Choose which numbers you would like assigned to your integration, then click Add numbers in the bottom right corner. You can search for specific numbers from the search bar if needed

⚠️ Please note that you may choose to skip this step if needed, but in order for call activity to log in Microsoft Dynamics, at least one number will need to be selected. If you would like to add or remove numbers associated with your integration at any point, you can do so directly in the Aircall Dashboard.

  • Enter your full Microsoft Dynamics URL and click Next

  • If you are not already logged in to Microsoft Dynamics you will be directed to their login page

  • Once logged in, and permissions have been accepted, your integration will be installed! Click Finish to be taken to the integration settings

Configuring your Integration Settings

After clicking Finish you will be directed to the page of the Aircall Dashboard where you configure your Microsoft Dynamics integration settings. There are two sections on this page: General and Settings

General

You are able to Activate/Deactivate your integration at any time. When the integration is Inactive, call logging and other functionality will be paused, but the integration will remain installed. Making your integration Inactive is a great way to temporarily pause the integration without having to uninstall and reinstall it, but please note any calls not logged during the time it is inactive will not retroactively log after it has been reactivated. Additionally, you are able to give your integration a custom name to make it easier to find/organize. Finally, can add or remove the numbers connected to the integration. Any numbers connected will log calls based on your other settings, and any numbers not connected will not.

Settings

For each call, Aircall allows you to choose the Call Outcome for that activity. For outbound answered, outbound unanswered, inbound answered, inbound missed calls, and voicemails, admins will be able to select if the call should be logged in Microsoft Dynamics with the state in progress, completed, or nothing (where no state will be entered for the call log). Additionally, you are able to select if you want numbers/contacts you are calling with Aircall that are not already saved in Microsoft Dynamics to create a new Contact, Lead, or Nothing.

You may change these settings at any time, and should you decide to not adjust them after installing, the default selections will remain applied as follows:

  • For an outbound answered call - Log call as completed

  • For an outbound unanswered call - Log call as in-progress

  • For an inbound answered call - Log call as completed

  • For a missed call without voicemail - Log call as in-progress

  • For a missed call with voicemail - Log call as in-progress

  • If no contact/lead was found, then create a new - Contact


Still in need of assistance? Please feel free to reach out to the Support Team and we’ll be happy to assist!

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