Microsoft Dynamics 365 integration

Every call, logged straight into Microsoft Dynamics 365

elunos.ai answers your calls, finds or creates the contact and logs the conversation in Microsoft Dynamics 365. No manual entry, no lost follow-ups, in real time.

Customer callsany number
Microsoft Dynamics 365Logged · Tue 14:30

CRM

Category

Two-way

Sync

~10 minutes

Setup

Dynamics 365

Works with

Works with your Microsoft Dynamics 365

Your CRM stays complete, automatically

Every call your team takes or misses ends up as a contact, a note and a follow-up in Microsoft Dynamics 365.

Logs every call for you

elunos writes a summary with intent and outcome to the right contact in Microsoft Dynamics 365. No staff, no typing.

No unknown callers

New numbers become contacts automatically, with name and number captured on the call.

Follow-ups that happen

The agent creates tasks and reminders in Microsoft Dynamics 365, so no lead goes cold.

ISO/IEC 27017
ISO/IEC 27018
GDPR
EU
Artificial
Intelligence
Act

How it works

What happens on every call

The agent answers, finds the contact and logs the call. You just see the result in Microsoft Dynamics 365.

01

A customer calls

They ring your normal number, day, night or weekend. elunos picks up.

Live callLindenhof Front Desk · 0:42

Caller

Hi, it's about the offer you sent me last week.

elunos

Connecting to Microsoft Dynamics 365 ...

02

elunos finds the contact

It looks up the caller in Microsoft Dynamics 365 and creates the contact if the number is new.

Microsoft Dynamics 365
ContactM. Schneider
Number+49 171 234 567
Last activity3 weeks ago
StatusOpen deal
03

It's logged

Summary, intent and follow-up land on the contact in Microsoft Dynamics 365.

Microsoft Dynamics 365

Logged, note & follow-up created

Attached to the contact · task for Tuesday · handled in 38s, no staff

Written to Microsoft Dynamics 365

Setup

Connect in 3 steps

No codeNo new software~10 minutesCancel anytime

Click “Connect Microsoft Dynamics 365”

Log in to Microsoft Dynamics 365 once and approve access. That's the only login you'll do.

Connect Microsoft Dynamics 365Secure login · approve once

Under the hood

Exactly what moves between elunos and Microsoft Dynamics 365

elunos.ai · Integrations
WhatDirection
New contactselunosMicrosoft Dynamics 365
Contact detailsTwo-way
AppointmentsTwo-way
Notes & call summaryelunosMicrosoft Dynamics 365
Tasks & follow-upselunosMicrosoft Dynamics 365

Security

Built for customer data

elunos only ever touches the fields it needs to handle a call: nothing more. Data is processed under a data-processing agreement (DPA) and hosted in Germany.

Hosted in FrankfurtGDPR-compliantEU AI Act ready

What elunos can access in Microsoft Dynamics 365

  • Read & create contactsname and number from the call
  • Write notes & summariesattached to the right contact
  • Create tasks & follow-upsso nothing slips through
  • Nothing elseno deal values, no documents

Exact API scopes confirmed with Microsoft Dynamics 365 at setup.

Built on a compliant foundation

ISO/IEC 27001
ISO/IEC 27017
ISO/IEC 27018
GDPR
EU
Artificial
Intelligence
Act

Your whole stack

Also works with the rest of your stack

CRM, ERP, calendar, telephony, ticketing: the agent triggers actions directly in your systems. Via n8n & Zapier there are thousands more.

DoctolibOnline bookingDampsoftPractice softwareCGMPractice softwaresamediOnline bookingGoogle CalendarCalendarMicrosoft 365CalendarCalendlyOnline bookingHubSpotCRMSalesforceCRMZohoCRMTwilioTelephonyAircallTelephonyn8nAutomationZapierAutomationMakeAutomationSAPERPSlackTeam messagingPPipedriveCRMOonOfficeCRMSsipgateTelephonyPPlacetelTelephony33CXTelephonyMTMicrosoft TeamsTeam messagingOOpenTableOnline bookingRresmioOnline bookingTTreatwellOnline bookingMMagiclineOnline bookingMmedatixxPractice softwareCCHARLYPractice softwareDDATEVAccounting & taxSsevDeskAccounting & taxShopifyOnline storeStripePaymentsWhatsApp BusinessCustomer messagingZendeskHelpdesk & ticketingFFreshdeskHelpdesk & ticketingZZammadHelpdesk & ticketingJSJira Service ManagementHelpdesk & ticketingZDZoho DeskHelpdesk & ticketingLOLexware OfficeAccounting & taxFFastBillAccounting & taxAAgendaAccounting & taxEevidentPractice softwareTT2medPractice softwareTTHEORGPractice softwareVVeteraPractice softwarePAPower AutomateAutomationWWorkatoAutomationCMSWebsite & CMSPprotelHotel softwareMMewsHotel softwareAapaleoHotel softwareSSIHOTHotel softwareCCasablancaHotel softwarePpdsTrade softwareSSTREITTrade softwareSsmarthandwerkTrade softwareTToolTimeTrade softwareCCraftnoteTrade softwareRRA-MICROLegal softwareAadvowareLegal softwareAAnNoTextLegal softwareAActaportLegal softwareRReNoStarLegal softwareIIXOSPharmacy softwareAawintaPharmacy softwareAADGPharmacy softwareCLCGM LAUERPharmacy softwareEeasyVETPractice softwareAAnimanaPractice softwareSPStarke PraxisPractice softwarePPraxWinPractice software

FAQ

Frequently asked questions

In a few clicks: connect the account, authorise, done. No code, no IT project, usually live in under an hour.

Sales and Customer Service, the places where calls become leads, contacts and cases. Which apps and environments you run is settled at setup.

Both. New prospects are created as a lead, requests from existing customers as a case on the right contact, each with the call summary and intent attached.

Yes. EU-only processing, hosted in Frankfurt, SOC 2 / ISO 27001 certified.

Most teams go live within 7 days. You start from a ready-made industry template, connect your calendar, CRM or helpdesk, test the agent against real call scenarios and then publish it to your own phone number. Because everything can be built and tested on the free tier first, nothing goes live until the agent already handles calls the way you want.

No. Agents are created visually in a no-code builder: conversation steps are arranged as nodes, guided by a structure that has proven itself in your industry. Greetings, questions, bookings and handoffs are configured by clicking, not coding. Developers are optional and typically only involved when a team wants a custom integration beyond the built-in connectors and the n8n and Zapier catalogs.

Call the demo number or start a web call in the browser, pick a scenario such as appointment scheduling or order intake, and the agent leads the conversation step by step, exactly as it would with your callers: it greets, asks, checks live data and confirms. If you prefer a guided session, you can also book a live demo with the team on a fixed date.

Pricing is usage-based and starts free: the Free tier includes a monthly allowance of 30 call minutes and 300 chats, with no credit card required. Paid plans share one monthly allowance for calls and chats that you can mix freely, and annual billing adds 20 percent more allowance at the same price. For high volumes there is a custom Enterprise plan. Full details are on the pricing page.

Get started

Start logging calls into Microsoft Dynamics 365 today

Connect in minutes and let elunos answer every call: contacts, notes and follow-ups straight into Microsoft Dynamics 365.