Microsoft Dynamics

Empower your Microsoft Dynamics experience with GoTo Connect’s integration experience utilizing workflows to stay connected and informed. Maintain comprehensive Messaging history, Contact sync, Call details with AI summary, and Voicemail transcripts.
Overview How To Install
Microsoft Dynamics logo.

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Integration Category

  • Collaboration,
  • Sales and Marketing,
  • Integrations Platform,
  • Customer Support

Used With

Import contacts into GoTo, Click-to-Call, Screen Pop and post interaction details directly into Microsoft Dynamics

  1. Call Logging

    When a phone call is made or received, the GoTo Connect Microsoft Dynamics integration will automatically record details such as call start, call end, Caller, Callee, Outcome, and Direction. This information will be associated with the customer's contact record for future reference. Can also include AI Summary, sentiment, and topics.

  2. SMS Logging

    Messaging interactions will be compiled and logged in Microsoft Dynamics under the contact, including message content, sender and timestamps. GoTo Connect will aggregate messaging data for each contact daily, providing a consolidated history of text communications in the customer's record.

  3. Voicemail Transcript

    When customer leaves a voicemail for a GoTo Connect phone number, the Microsoft Dynamics Integration will capture the voicemail transcript, associating it with the contact record along with the date and time of the voicemail.

  4. Contact Sync

    Contacts will be imported into GoTo Connect from Microsoft Dynamics, as the contact record is updated in Microsoft Dynamics, GoTo will also be updated. Maintaining accurate and up-to-date customer information across both platforms.

  5. Click to Call

    When using the GoTo Connect web or desktop application Click-to-Call can be enabled and allows for a more seamless one-click calling experience.

  6. Screen pop

    Within the GoTo Connect web or desktop application the Microsoft Dynamics contact details can be opened as a phone call is received or answered by a GoTo Connect user. This allows for full contact information to be conveniently available to GoTo Connect users.

  • Purchase the Integrations bundle.
  • Navigate to the GoTo Admin portal under Home > Integrations. A full list of the integrations included in the integrations bundle will be shown.
  • Click on Microsoft Dynamics.
  • On the account Information tab click Connect.
  • Navigate through Authorizing GoTo to integrate with Microsoft Dynamics.
  • Move to the Workflows tab and activate any desired workflows.
  • The Microsoft Dynamics integration is now ready to use.