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.ai 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.

Platform hosted in Frankfurt am MainData processing agreement under Art. 28 GDPRDeveloped in Frankfurt am MainIdentifies itself as AI on the phone

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.ai picks up.

Live callLindenhof Front Desk · 0:42

Caller

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

elunos.ai

Connecting to Microsoft Dynamics 365 ...

02

elunos.ai 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 minutes

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.ai and Microsoft Dynamics 365

elunos.ai · Integrations
WhatDirection
New contactselunos.aiMicrosoft Dynamics 365
Contact detailsTwo-way
AppointmentsTwo-way
Notes & call summaryelunos.aiMicrosoft Dynamics 365
Tasks & follow-upselunos.aiMicrosoft Dynamics 365

Security

Built for customer data

elunos.ai 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.

Platform hosted in Frankfurt am MainData processing agreement under Art. 28 GDPRIdentifies itself as AI on the phone

What elunos.ai 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.

What we can say for certain

Platform hosted in Frankfurt am MainData processing agreement under Art. 28 GDPRDeveloped in Frankfurt am MainIdentifies itself as AI on the phone

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 messagingPipedriveCRMonOfficeonOfficeCRMsipgatesipgateTelephonyPlacetelPlacetelTelephony3CX3CXTelephonyMicrosoft TeamsTeam messagingOpenTableOpenTableOnline bookingresmioresmioOnline bookingTreatwellTreatwellOnline bookingMagiclineMagiclineOnline bookingmedatixxmedatixxPractice softwareCHARLYCHARLYPractice softwareDATEVAccounting & taxsevDesksevDeskAccounting & taxShopifyOnline storeStripePaymentsWhatsApp BusinessCustomer messagingZendeskHelpdesk & ticketingFreshdeskFreshdeskHelpdesk & ticketingZammadZammadHelpdesk & ticketingJira Service ManagementHelpdesk & ticketingZoho DeskHelpdesk & ticketingLexware OfficeLexware OfficeAccounting & taxFastBillFastBillAccounting & taxAgendaAccounting & taxevidentevidentPractice softwareT2medT2medPractice softwareVeteraVeteraPractice softwarePower AutomatePower AutomateAutomationWorkatoWorkatoAutomationCMSWebsite & CMSprotelprotelHotel softwareMewsMewsHotel softwareapaleoapaleoHotel softwareSIHOTSIHOTHotel softwareCasablancaCasablancaHotel softwarepdspdsTrade softwareSTREITSTREITTrade softwaresmarthandwerksmarthandwerkTrade softwareToolTimeToolTimeTrade softwareCraftnoteCraftnoteTrade softwareRRA-MICROLegal softwareadvowareadvowareLegal softwareAAnNoTextLegal softwareActaportActaportLegal softwareReNoStarReNoStarLegal softwareAawintaPharmacy softwareAADGPharmacy softwareCGM LAUERCGM LAUERPharmacy softwareeasyVETPractice softwareAnimanaAnimanaPractice softwareStarke PraxisStarke PraxisPractice softwarePraxWinPraxWinPractice 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.

The platform runs in Frankfurt am Main. Which service providers are used in which region is set out in the data processing agreement (DPA).

elunos.ai is a European platform for AI phone agents, based in Frankfurt, Germany. The brand is written elunos.ai, lowercase and always with the .ai. Businesses use it to build voice agents without code that answer inbound calls, book appointments, take orders and resolve requests directly in systems like calendars, CRMs and helpdesks. The platform runs in Frankfurt am Main, with a data processing agreement under Art. 28 GDPR.

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 before you publish, nothing goes live until the agent already handles calls the way you want.

CRM, ERP, calendar, telephony and helpdesk tools connect out of the box, including HubSpot, Salesforce, Google Calendar, Microsoft 365, Calendly, Twilio and Aircall, plus practice tools like Doctolib and samedi. Through n8n, Make and Zapier the agent reaches thousands of additional apps. It can book appointments, update tickets and look up customer data live during the call, in the systems you already use.

Yes. When a call gets complex or a caller asks for a person, the agent routes the call to the right team member and hands over a complete summary of everything discussed. Your caller never has to repeat themselves, and your team picks up with full context. When and where to hand off is defined visually in the same no-code builder as the rest of the conversation.

Get started

Start logging calls into Microsoft Dynamics 365 today

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