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.
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?
Other Integrations
Marlie AI connects with more than just Microsoft Dynamics 365. Explore our other integrations.
HubSpot
CRM
Housecall Pro
Field Service
Jobber
Field Service CRM
Google Voice
Phone
OpenPhone
Phone Connectivity
Gmail
Outlook
Google Calendar
Calendar
Calendly
Calendar
Slack
Notifications
Microsoft Teams
Notifications
Discord
Notifications
Telegram
Notifications
Notifications
ServiceTitan
CRM & Data
Google Sheets
CRM & Data
Microsoft Excel
CRM & Data
Shopmonkey
CRM & Data
Buildium
CRM & Data
Shopify
CRM & Data
Zapier
Automation
Stripe
Payments
Square
Payments
Square Appointments
Payments
Salesforce
CRM
Pipedrive
CRM
Zoho CRM
CRM
Follow Up Boss
Real Estate CRM
Close
CRM
Dubsado
CRM
Circle
Community
HoneyBook
CRM
Keap
CRM & Automation
kvCore
Real Estate CRM
17hats
Creative Business CRM
AccuLynx
Field Service CRM
Act!
CRM
Actionstep
Legal CRM
Affinity
CRM
AFrame
Creative Business CRM
AgencyZoom
Insurance CRM
AgentLocator
Real Estate CRM
Agile CRM
CRM
Arbox
Fitness & Studio CRM
Assembly
CRM
Attio
CRM
Autotask
Field Service CRM
Axonaut
Business Management
Bark
Lead Generation
Beacon
Credit Repair CRM
Bigin by Zoho CRM
CRM
Bitrix24
CRM
BONZO
CRM
BoomTown
Real Estate CRM
Booqable
Business Management
Brivity
Real Estate CRM
BrokerEngine
Mortgage CRM
Builder Prime
Field Service CRM
Bullhorn
Recruitment CRM
Capsule CRM
CRM
CASEpeer
Legal CRM
CINC
Real Estate CRM
Clientify
CRM
Clio
Legal CRM
Cloze
CRM
Compass
Real Estate CRM
ConnectWise Manage
Field Service CRM
Copper
CRM
Credit Repair Cloud
Credit Repair CRM
Curb Hero
Real Estate CRM
Daylite
CRM
DisputeFox
Credit Repair CRM
Dotloop
Real Estate CRM
DripJobs
Field Service CRM
EZLynx
Insurance CRM
FieldPulse
Field Service CRM
Finmo
Mortgage CRM
folk
CRM
Freshsales Classic
CRM
Freshsales Suite
CRM
Gong
Sales Intelligence
Gymdesk
Fitness & Studio CRM
GymMaster
Fitness & Studio CRM
Holded
Business Management
IDX Leads
Real Estate CRM
iHomefinder
Real Estate CRM
Insightly
CRM
Jackrabbit Class
Fitness & Studio CRM
JobAdder
Recruitment CRM
JobNimbus
Field Service CRM
Keystone Academic Solutions
Education CRM
Kommo
CRM
Keller Williams Command
Real Estate CRM
Lasso CRM
Homebuilder CRM
Lawmatics
Legal CRM
LeadSimple
Lead Generation
LeadSquared
CRM
Leap CRM
Field Service CRM
Less Annoying CRM
CRM
Levitate
Customer Communications
Little Green Light
Community & Nonprofit CRM
Lofty
Real Estate CRM
Luxury Presence
Real Estate CRM
MaidCentral
Field Service CRM
Markate
Field Service CRM
MarketSharp
Field Service CRM
Meet Alfred
Customer Communications
Method CRM
CRM
mloflo
Mortgage CRM
MOCO
Business Management
Mojo
Customer Communications
Moxie
Customer Communications
My Music Staff
Creative Business CRM
myRealPage
Real Estate CRM
NationBuilder
Community & Nonprofit CRM
NeonCRM
Community & Nonprofit CRM
NetHunt CRM
CRM
NetSuite
Business Management
noCRM.io
CRM
Nutshell
CRM
Odoo CRM
Business Management
Odoo ERP Self Hosted
Business Management
OfficeRnD
Coworking CRM
OnePageCRM
CRM
OrbisX
Field Service CRM
Outseta
Community & Nonprofit CRM
Pipeline CRM
CRM
PracticePanther
Legal CRM
PropertyRadar
Lead Generation
PushPress
Fitness & Studio CRM
Ramsey Pro Portal
Real Estate CRM
Real Geeks
Real Estate CRM
RealScout
Real Estate CRM
Recruit CRM
Recruitment CRM
Redtail CRM
Wealth Management CRM
RepairShopr
Field Service CRM
REsimpli
Lead Generation
respond.io
Customer Communications
Rex
Real Estate CRM
Salesmate
CRM
ServiceM8
Field Service CRM
Sierra Interactive
Real Estate CRM
Spark Membership
Fitness & Studio CRM
Streak
CRM
Studio Pro
Creative Business CRM
SugarAI
CRM
Superchat
Customer Communications
Syncro
Field Service CRM
Teamleader Focus
Business Management
Thryv
CRM
Time To Pet
Pet Care CRM
Tint Wiz
Field Service CRM
Urable
Auto Detailing CRM
vcita
CRM
Virtuous
Community & Nonprofit CRM
Vitally
CRM
VSCO Workspace
Creative Business CRM
Wealthbox
Wealth Management CRM
WellnessLiving
Fitness & Studio CRM
WhatConverts
Lead Generation
Wise Agent
Real Estate CRM
Wodify Core
Fitness & Studio CRM
Zendesk Sell
CRM
Zillow Tech Connect
Lead Generation
Ready to connect Marlie AI with Microsoft Dynamics 365?
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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.
