Your team lives in Dynamics. Your phone doesn't.
Reps open Dynamics, find a lead, copy the number, switch to a phone app, paste and dial — a handful of clicks for one call. A customer calls support and the agent answers blind. The call ends, the rep switches back, creates the activity by hand, types notes and adds the duration — minutes of admin per call, or it gets skipped and the CRM goes incomplete. RingOffice closes that gap natively.
Explore RingConnect →Several clicks just to make one call
Copy, switch, paste, dial — repeated all day.
No caller context on inbound
“What's your account number?” — every time.
Manual call logging
Minutes per call, or skipped — and the data suffers.
Incomplete CRM, unreliable reporting
Patchy activity data makes pipeline reporting shaky.
Dynamics 365 phone integration, embedded in your CRM
This isn't a separate phone app — it's native to Dynamics, built on Microsoft's Channel Integration Framework (CIF), with the phone panel right in your Dynamics sidebar. Click any number to dial, see the caller's record before you answer, and let calls log themselves.
Every phone number becomes clickable
Contacts, leads, accounts, opportunities — click any number to dial.
Inbound calls show context before you answer
The customer's Dynamics record pops: contact, open deals, service tickets, history.
Every call logs automatically
Duration, notes and a link to the recording, logged to the right contact and opportunity — no manual entry.
Works across all Dynamics 365 apps
Sales Hub, Customer Service, Field Service, Marketing and Project Operations.
Dynamics click-to-dial via the Channel Integration Framework
Close more deals with call logging inside Dynamics 365
A rep opens the Dynamics lead queue and clicks the first number — the call connects with full lead context visible and logs itself with a link to the recording when it ends. No app-switching, no manual logging, and managers see accurate activity without asking.
Get a quote →Work through lead queues without leaving Dynamics
Full opportunity context during every call
Pipeline accuracy without manual updates
Managers see accurate activity automatically
The customer record on screen before answering
Active cases, product history and priority visible
More first-call resolutions with context up front
Every service call links to the correct case
“Hi Sarah, I can see your open case”
A customer calls support and, before the agent answers, Dynamics shows their account — active cases, product history and priority. The agent greets them by name and references the issue, instead of asking the customer to explain it all again, and the call links back to the correct case automatically.
Set up in days, not weeks
RingOffice handles the CIF deployment and configuration — no weeks of DIY integration that never quite works.
Environment review
Review your Dynamics environment, deploy the Channel Integration Framework, verify permissions and configure the integration.
Configuration & pilot
Configure screen pop, click-to-dial and logging, and pilot with a small group of users.
Rollout & training
Roll out to all users with a short training session — most organisations are fully operational by the end.
Fully operational
Everyone calling, logging and receiving screen pops inside Dynamics 365, supported by RingOffice.
Questions buyers ask about Dynamics 365 phone integration
What teams ask when putting calling inside Dynamics.
Put your phone system inside Dynamics 365
Tell us your team size and which Dynamics apps you run — RingOffice will deploy native calling via CIF and show you exactly what it costs.
GET A QUOTE NOW