Integration
CallForge + Microsoft Dynamics: Enterprise-grade calling, seamlessly connected.
Integrate CallForge with Dynamics 365 Sales to create phone-call activities, update lead statuses, and sync appointment records across your organisation.
+How it connects
Get up and running in minutes with a simple setup flow.
Register the CallForge app
Authorise CallForge in Azure AD and grant it access to your Dynamics 365 environment.
Select entities
Choose whether to sync Leads, Contacts, or Accounts, and pick the relevant views or saved queries.
Map fields and statuses
Align CallForge call outcomes with Dynamics status reasons, activity types, and custom columns.
Go live
Enable the connection and verify that phone-call activities and appointment records appear in the Dynamics timeline.
What syncs
Data flows automatically between CallForge and Microsoft Dynamics.
| Direction | Field | Description |
|---|---|---|
| CRM → CallForge | Leads & Contacts | Query Dynamics views or FetchXML to import targeted call lists. |
| CallForge → CRM | Phone Call Activities | Create Phone Call activity records with subject, notes, and direction. |
| CallForge → CRM | Lead Qualification | Qualify leads and optionally convert them to Opportunities when meetings are booked. |
| CallForge → CRM | Appointments | Create Appointment records on the assigned user's calendar within Dynamics. |
In practice
A financial services firm imports high-net-worth leads from Dynamics 365 each week. CallForge calls each lead, confirms interest in a portfolio review, and books a meeting with the assigned adviser. A Phone Call activity with the full transcript is logged against the lead, and qualified records are converted to Opportunities — all governed by the firm's existing Dynamics security roles.
Frequently asked questions
- Which Dynamics 365 apps are supported?
- CallForge integrates with Dynamics 365 Sales (Enterprise and Professional) and Customer Engagement.
- Does it respect Dynamics security roles?
- Yes. The integration operates within the permissions granted to the registered application user.
- Can I use custom entities?
- Standard entities are supported out of the box. Custom entity support is available on Enterprise plans.
- How is authentication handled?
- We use Azure AD OAuth 2.0 with application-level permissions — no individual user credentials are stored.
Ready to connect Microsoft Dynamics?
See how CallForge works with Microsoft Dynamics — book a personalised demo or get in touch with our team.