AInora

Microsoft Dynamics 365 + AI Voice Agent

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How does AInora connect to Dynamics 365?

AInora integrates with Microsoft Dynamics 365 and Microsoft 365. The AI handles the calls, logs every one as an activity, and creates or updates leads and opportunities - so your Dynamics CRM stays current after every conversation, with no manual entry.
  1. 1
    Step 1

    Authorize Dynamics

    We connect to Dynamics 365 via Dataverse and map your entities, pipeline stages, and fields during setup.

  2. 2
    Step 2

    AI calls and captures

    Every inbound or outbound call is handled by AI, and the details flow into Dynamics in real time.

  3. 3
    Step 3

    CRM stays current

    Calls are logged, leads created or updated, and opportunities advanced - all inside Microsoft 365.

Example
Inbound call · Call ended 3:12
Tom Hale
Harbour & Finch · Leeds

Jessica"Thanks, Tom. You are booked with Sarah on Thursday at 2pm, and the invite is on its way."

Written toDynamics 365
Synced
  • Phone call activity · logged
    Call · 3:12 · recording attached
    Wants outbound help this quarter, budget agreed, decides in Q4
  • Lead · created
    Tom Hale · Harbour & Finch
    Source: phone · 40 staff · Leeds
  • Opportunity · stage moved
    Harbour & Finch · £18,000
    NewQualifiedMeeting booked
  • Contact · created
    Tom Hale · Harbour & Finch
    +44 113 496 0712 · tom@harbourfinch.co.uk

Already on these? We plug in.

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  • Microsoft Dynamics 365 Business Central
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  • Salesforce
  • WhatsApp Business
  • Zendesk
  • Docusign
  • Gmail / Google Workspace
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  • Fatture in Cloud
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  • InsERT Subiekt
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  • weclapp
  • EBP
  • Calendly
  • Make
  • Microsoft Outlook / Microsoft 365
  • Odoo
  • QuickBooks Online
  • SAP
  • Xero
  • Zoho CRM
  • Freshdesk
  • Google Sheets
  • monday CRM
  • ClickUp
  • Facebook Lead Ads
  • Instagram
  • Viber
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  • Comarch ERP
  • Holded
  • Pennylane
  • Symfonia
  • Zucchetti
  • Fakturownia
  • JTL-Wawi
  • SimplBooks
  • Aruba Fatturazione Elettronica
  • Merit Aktiva
  • Google Calendar
  • Microsoft Dynamics 365
  • Microsoft Teams
  • Oracle NetSuite
  • Sage
  • Slack
  • Zapier
  • Cal.com
  • Freshsales
  • Intercom
  • Scoro
  • ERPNext
  • Google Drive
  • Messenger
  • Zoho Books
  • B1.lt
  • DATEV
  • inFakt
  • Rivilė
  • TeamSystem
  • Directo
  • Finvalda
  • Labbis
  • Stekas Plius
  • Axonaut
  • Teamleader Focus
+ Any system with an API

Trademarks belong to their owners. Shown to name the systems we connect to, not a partnership.

Microsoft Dynamics 365 is the customer relationship management platform inside the Microsoft 365 ecosystem, used by sales teams to manage leads, opportunities, contacts, and accounts. AInora answers the phone in front of it: instead of reps remembering to log calls and update stages, the AI writes each conversation straight into Dynamics, so the pipeline reflects what is actually happening.

What the AI does in Dynamics 365.

Logs every call

Each AI conversation is logged as an activity on the right record in Dynamics 365, with the outcome, an AI-generated summary, and a link to the recording.

Creates and updates leads

AI creates new leads from inbound and outbound calls and updates existing ones with name, phone, company, and the details captured in the conversation.

Advances opportunities

AI creates opportunities and moves them along your Dynamics pipeline based on what happens on the call, so the forecast reflects real conversations, not stale stages.

Keeps contacts and accounts current

AI updates contact and account records with the latest details from each call, so your team works from accurate information instead of guessing.

Works with Microsoft 365

Because Dynamics 365 sits inside the Microsoft 365 ecosystem, AI call activity flows into the same place your team already works in Outlook and Teams.

Recognizes known contacts

AI identifies returning callers by phone number, greets them by name, and works from their existing Dynamics record instead of starting from a blank slate.

Frequently Asked Questions

How does AInora connect to Microsoft Dynamics 365?
AInora integrates with Dynamics 365 through the Microsoft Dataverse and Dynamics 365 API. We configure the connection during onboarding, mapping your entities, pipeline stages, and field layout. After setup the integration runs automatically and your reps no longer log calls by hand.
What does the Dynamics 365 integration do?
The AI handles inbound and outbound calls, then logs each one as an activity in Dynamics, creates or updates the relevant lead, and advances opportunities through your pipeline. Your CRM reflects every conversation without anyone copying notes from a notepad into Dynamics afterward.
Does it create and update leads automatically?
Yes. New callers become new leads with the details captured on the call, and known contacts have their records updated. Opportunities are created and moved through the pipeline based on the conversation outcome, so the forecast stays grounded in real activity.
Does it work with Microsoft 365 and Dynamics 365 Sales?
Yes. Dynamics 365 sits inside the Microsoft 365 ecosystem, so call activity lands where your team already works alongside Outlook and Teams. The integration covers core Dynamics 365 Sales objects - leads, contacts, accounts, opportunities, and activities - which we map to your configuration during onboarding.
JB
Justas Butkus

Founder & CEO, AInora

Building AI voice agents that let businesses serve more clients with the same team. The agents call back every new lead, re-contact past customers and take the calls the team cannot get to, and the work lands in the client's own CRM.

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