Turn Every Call Into A Dynamics 365 Lead And Activity
Marlie AI answers your inbound calls, qualifies prospects, and creates Leads, Contacts, Accounts, and Opportunities in Microsoft Dynamics 365 — keeping your enterprise CRM continuously fresh.
Enterprise-grade AI receptionist for Dynamics 365
Microsoft Dynamics 365 is the system of record for sales, service, and operations in mid-market and enterprise organizations. The chronic gap is the same one every CRM has: phone calls don't get logged, Leads sit unowned, and Opportunities miss key qualifying data.
Marlie AI plugs into Dynamics 365 via the Dataverse Web API. Inbound calls are answered, qualified, and pushed in as Leads, Contacts, Accounts, and Opportunities — with phone-call activities logged, owners assigned, and your existing workflows and Power Automate flows triggered automatically.
Also useful: CRM and Zapier integrations.
What You Get with Marlie + Microsoft Dynamics 365
Everything you need to connect your phone calls with Microsoft Dynamics 365 — fully automated, zero manual work.
Auto-Create Leads & Contacts
Every inbound call creates Dynamics Leads or Contacts with name, phone, email, and the qualifying data Marlie collected.
Account & Opportunity Creation
Qualified callers spin up Accounts and Opportunities in the right pipeline and stage with estimated value and close date pre-filled.
Phone Call Activity Logging
Every call is logged as a Phone Call activity on the right record with summary, transcript, and link to the recording.
Power Automate Triggers
New records and activities fire your existing Power Automate flows so downstream automation runs without changes.
Owner & Routing Rules
Records are assigned to the right owner using your existing Dynamics routing rules, queues, and team structures.
Custom Field Mapping
Map any qualifying answer to any Dynamics custom field across Leads, Contacts, Accounts, or Opportunities.
How It Works
Get up and running with Microsoft Dynamics 365 in minutes — no coding required.
Connect Dynamics 365
Authenticate Dynamics 365 in the Marlie dashboard via Microsoft Entra ID (OAuth). Works with Sales, Customer Service, and Customer Engagement apps.
Map Entities, Fields & Owners
Choose which entities Marlie writes to, which fields receive call data, and which owners or queues get new records.
Marlie Answers & Qualifies
Inbound calls are answered 24/7. Marlie qualifies the caller using your custom flow and detects record intent.
Dynamics Stays Current
Leads, Contacts, Accounts, Opportunities, and Phone Call activities are created or updated in Dynamics in real time.
Built for Real Scenarios
See how businesses use Marlie + Microsoft Dynamics 365 to capture more leads and streamline operations.
Mid-Market Inside Sales
An inside sales team takes hundreds of inbound calls a week into Dynamics, with reps forgetting to log half of them.
Every call automatically becomes a Phone Call activity in Dynamics, qualified callers create Leads and Opportunities, and pipeline reporting finally reflects reality.
Customer Service Triage
A service team uses Dynamics Customer Service for case management but the call queue overflows during peaks.
Marlie handles overflow calls, captures the issue, creates a Case in Dynamics with full context, and routes urgent issues to the right queue.
Field Sales Coverage
Field reps in regulated industries can't always pick up but every prospect interaction must be on record.
Marlie covers calls when reps are unavailable, creates the Lead and Phone Call activity in Dynamics, and notifies the rep with full context for follow-up.
Frequently Asked Questions
Common questions about the Marlie AI + Microsoft Dynamics 365 integration.
Which Dynamics 365 apps work with Marlie?
How does Marlie authenticate to Dynamics?
Can Marlie trigger Power Automate flows?
Will Marlie create duplicate records?
Can Marlie write to custom entities and fields?
Are call recordings stored in Dynamics?
Related Integrations
Marlie AI connects with more than just Microsoft Dynamics 365. Here are a few closely related tools, or browse the full integrations catalog.
Ready to connect Marlie AI with Microsoft Dynamics 365?
Eligible new customers get 14 days free. Add a card at checkout with $0 due today, then place your first real phone test minutes later.
What Our Customers Say
“Marlie has dramatically improved our reservation process, reducing missed calls by 40%.”
“Our takeout orders increased by 25% since implementing Marlie to handle busy call times.”
“Student enrollment is up 30% with Marlie handling after-hours inquiries about our programs.”
“Marlie has become an essential part of our customer service strategy across all our places.”
“The AI voice agents integrate seamlessly with our existing systems, creating a truly omnichannel experience.”
Get set up in minutes
Create your receptionist in 15 minutes and start receiving calls immediately. Try it for 2 weeks risk-free with our money-back guarantee.
