Native CRM connection

Microsoft Dynamics 365 Calling, Built Around the Opportunity.

Keep phone activity next to the customer context your team already uses in Microsoft Dynamics 365. Call, identify, and document each conversation without treating the CRM as an afterthought.

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VoxSun ↔ Microsoft Dynamics 365

Call
Log
Sync

core record types
4: Call activity
Phone: setup
Guided: validation
Test-call

FCC Registered
CRTC Registered
STIR/SHAKEN Attestation A
Carrier Infrastructure
Business Continuity
Encrypted Media
North American Support

A Microsoft Dynamics 365 Workflow That Speaks Its Language.

Phone Call activity

Lead created → queue assignment → Phone Call activity recorded

Representative context: account, opportunity, owner, and status.

Leads
Contacts
Accounts
Opportunities

Record model	Phone activity	Team context
Leads	Phone Call activity	account, opportunity, owner, and status
Contacts	Related record	Relationship and ownership context
Accounts	Related record	Relationship and ownership context
Opportunities	Related record	Relationship and ownership context

Product experience

Calling in Microsoft Dynamics 365

Make each conversation accountable through Dynamics 365 Phone Call activity.

Lead created → queue assignment → Phone Call activity recorded

Record workspace: Leads · Contacts · Accounts · Opportunities
Phone activity: Phone Call activity
Representative context: account, opportunity, owner, and status

Connect and Validate

A controlled three-stage activation keeps Microsoft Dynamics 365 access, user matching, and phone activity accountable.

01
Authorize the workspace
Confirm the approved workspace and required permissions.
02
Match users and phone numbers
Associate the correct VoxSun users with CRM ownership.
03
Run a call and verify activity
Confirm the result appears in Phone Call activity.

Frequently Asked Questions

This page documents the dedicated VoxSun connection for Microsoft Dynamics 365, centered on calling from Leads, Contacts, Accounts, Opportunities and recording phone activity in Phone Call activity.

The connection is designed around Leads, Contacts, Accounts, Opportunities. The exact fields available depend on the approved production configuration and permissions.

Setup follows three stages: authorize the CRM, match users and phone numbers, then validate a test call and activity record. Timing depends on access and the approved configuration.