Integration: Microsoft Dynamics
AI phone assistant with Microsoft Dynamics integration
If your company works with Microsoft Dynamics, a Neurobots AI employee hands calls and chats over to where your team already manages customers. It answers, clarifies the request and passes contact details, the request, any booked appointment and a summary to Dynamics. Depending on setup, it creates contacts or leads or updates existing records.
Key facts
- Passes contact details, request, appointment and conversation summary to Microsoft Dynamics
- Records sales and service requests from phone, WhatsApp, email and chat
- Set up by a certified partner in about 14 days
- Data held by Neurobots on servers in Nuremberg, Germany; DPA available
Updated: October 2026
What happens on a call and what reaches Microsoft Dynamics
A customer calls to ask for a consultation. The assistant answers first questions, records name and contact details, checks free slots in the connected calendar and confirms the appointment. Microsoft Dynamics then receives:
- The customer's contact details
- Their request, whether a quote or a service issue
- The booked appointment
- A summary of the conversation, depending on setup as a new contact or lead or as an update to an existing record
In companies that rely heavily on Microsoft software, Dynamics is often where sales and service look at customer data together. The assistant's summary is then visible to everyone who has access to the record in Dynamics.
Typical use cases for teams using Microsoft Dynamics
Microsoft Dynamics is often used by companies that already rely on Microsoft software and run sales and service in one system. Typical use cases:
Sales and service in one place
Whether a caller wants a quote or reports a problem, the assistant records both. The request is in Dynamics with a summary, and the responsible team takes over.
Prioritise callbacks
Instead of a list of missed calls, your team sees requests with their reason and contact details and can decide whom to call back first.
Reachable after hours
Requests in the evening, at weekends or on public holidays are answered and handed over to Dynamics. Nobody starts from scratch on the next working day.
Booking consultations
The assistant books appointments in your connected calendar, and the appointment details are passed to Dynamics as well.
Setup in about 14 days
A certified partner sets up the Dynamics connection as part of the implementation in about 14 days. If your Dynamics environment is managed by an internal IT team or a service provider, they should be involved in providing access.
Agree on the workflow
In the initial call you agree with the partner which calls and messages the assistant handles, which details it asks for and when a person takes over.
Provide access to Microsoft Dynamics
You give the partner access to Microsoft Dynamics, for example an API key. The exact form of access depends on your system.
Connect and add knowledge
The partner connects Microsoft Dynamics and your calendar to the AI employee and adds your services, frequent questions and your rules for appointments and call forwarding.
Test and go live
Before launch you call in yourself, send test messages and check the entries in Microsoft Dynamics. Answers and workflows can still be adjusted after launch.
Data protection
Neurobots processes the conversation data on servers in Nuremberg, Germany. Data passed to Microsoft Dynamics is governed by your contract with Microsoft or your Dynamics provider, including the data processing terms agreed there.
- Processing under the GDPR, storage on servers in Nuremberg, Germany
- Data processing agreement (DPA) with Neurobots available
- Established language models act as data processors; conversation threads are not stored by the model providers
- Encrypted connections over HTTPS, multi-factor authentication (MFA) and role-based access control
More on the security and data protection page.
Phone, WhatsApp and pricing
Besides calls, the AI employee answers messages on WhatsApp, SMS, messenger, email and your website chat, and those requests go to Microsoft Dynamics as well. What the assistant does on the phone is described on the AI phone assistant page; the plans are on the pricing page.
Frequently asked questions about the Microsoft Dynamics integration
What does the assistant pass to Microsoft Dynamics?
Contact details, the request, any booked appointment and a summary of the conversation. Depending on setup, it creates contacts or leads or updates existing records.
What does our Dynamics environment need?
The partner needs access to your Dynamics environment, for example an API key or a comparable authorisation. What is required is clarified in the initial call with you and your IT team.
Which calendar does the assistant book appointments in?
In the calendar you connect during setup. Which one that is, you decide together with the partner.
Can the assistant put calls through to colleagues?
Yes, according to your rules, for example for urgent matters. Alternatively it creates a callback request with a note.
Where is the conversation data processed?
By Neurobots on servers in Nuremberg, Germany, and a data processing agreement (DPA) is available. The language models used act as data processors and do not store conversation threads. Data in Dynamics is governed by your contract with Microsoft or your Dynamics provider.
Other integrations
HubSpot
For teams that win customers through their website and content: calls and chats as contacts or leads in HubSpot.
Pipedrive
For small sales teams with a pipeline: requests reach Pipedrive even when everyone is out with customers.
Salesforce
For larger sales teams: first qualification by phone, handed over as a contact or lead in Salesforce.
SAP
For mid-sized companies on SAP: calls and messages handed over to your SAP CRM or SAP systems.
Microsoft and Dynamics are trademarks of the Microsoft group of companies. They are named only to describe the technical connection.
See the Dynamics integration in a demo
Tell us how sales and service use Dynamics in your company. We'll show how the AI employee takes requests and hands them over.