Microsoft Dynamics 365 CRM + MiiTel

Microsoft Dynamics 365 CRM + MiiTel integrations

Create custom entities in Microsoft Dynamics 365 CRM when phone analyses are completed in MiiTel

Keep your customer relationships updated with this efficient workflow. When a phone analysis is completed in MiiTel, a custom entity will be instantly created in Microsoft Dynamics 365 CRM. You'll be able to maintain accurate and up-to-date customer records without manual data entry, improving your efficiency and customer service.

When this happens...
Phone Analysis CompletedTriggers when the speech recognition of MiiTel Phone is completed
TriggerInstant
automatically do this!
Create Custom EntityCreates a new custom entity.
ActionWrite

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More things you can do with MiiTel and Microsoft Dynamics 365 CRM

Discover other triggers and actions you can use with MiiTel and Microsoft Dynamics 365 CRM

- Company ID
- Sequence ID
- Parent sequence ID
- Previous sequence ID
- Call type
- Circuit title
- Call from
- Call to
- Call transferred to
- Dial start time
- Call end time
- Account name
- Contact person name
- URL
Trigger
Instant
Try It
- Company ID
- Sequence ID
- Parent sequence ID
- Previous sequence ID
- Circuit title
- Call from
- Call to
- Dial start time
- IVR pressed time
- DTMF
- Account name
- Contact person name
Trigger
Instant
Try It
- Company ID
- Sequence ID
- Call type
- Circuit title
- Call from
- Call to
- Dial start time
- Call start time
- Call end time
- Call duration
- Account name
- Contact person name
- From login ID
- From user name
- To login ID
- To user name
- URL
- Minutes
Trigger
Instant
Try It
- Company ID
- Sequence ID
- Parent sequence ID
- Previous sequence ID
- Call type
- Circuit title
- Call from
- Call to
- Call transferred to
- Dial start time
- Call start time
- Call end time
- Call duration
- Call memo
- Account name
- Contact person name
- From login ID
- From user name
- To login ID
- To user name
- URL
- Speech recognition
- Speech recognition summary
- Number of silences
- Overall
- Number of overlaps
- Talk:Listen
- Number of rallies
- Amd probability
- Fundamental frequency (Customer)
- Fundamental frequency (Operator)
- Intonation strength (Customer)
- Intonation strength (Operator)
- Customer speech rate
- Operator speech rate
- Neutral keywords customer
- Neutral keywords operator
- Positive keywords customer
- Positive keywords operator
- Negative keywords customer
- Negative keywords operator
Trigger
Instant
Try It
- Company ID
- Meeting ID
- Title
- Start time
- End time
- Last comment entered in
- Comment
- Login ID
- User name
- URL
Trigger
Instant
Try It

- Company ID
- Meeting ID
- Title
- Start time
- End time
- Duration
- Host login ID
- Host user name
- URL
- Minutes
Trigger
Instant
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Owner
Action
Write
- Owner
Action
Write
- Custom Entity
  Required
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity Action
  Required
Action
Write
- Info
- Invoice
  Required
Action
Write
- Info
- Opportunity
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Info
- Info_field_enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Campaign_name
  Required
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write

- Company ID
- Sequence ID
- Call type
- Circuit title
- Call from
- Call to
- Last comment entered in
- Comment
- Account name
- Contact person name
- Login ID
- User name
- URL
Trigger
Instant
Try It
- Company ID
- Sequence ID
- Call type
- Circuit title
- Call from
- Call to
- Call memo
- Account name
- Contact person name
- Login ID
- User name
- URL
Trigger
Instant
Try It
- Company ID
- Sequence ID
- Parent sequence ID
- Previous sequence ID
- Call type
- Circuit title
- Call from
- Call to
- Call transferred to
- Dial start time
- Call end time
- Account name
- Contact person name
- Login ID
- User name
Trigger
Instant
Try It
- Company ID
- Meeting ID
- Title
- Meeting type
- Duration
- Start time
- End time
- Call memo
- Host login ID
- Host user name
- URL
- Speech recognition
- Neutral keywords customer
- Neutral keywords user
- Positive keywords customer
- Positive keywords user
- Negative keywords customer
- Negative keywords user
Trigger
Instant
Try It
- Company ID
- Meeting ID
- Title
- Start time
- End time
- Call memo
- Login ID
- User name
- URL
Trigger
Instant
Try It
New Account
Triggers when a new account is created.
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Custom Entity
  Required
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer type
  Required
- Owner
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Contact
  Required
Action
Write
- Info
- Case/Incident
  Required
- State
Action
Write
- Info
- Lead
  Required
Action
Write
- Info
- Order
  Required
Action
Write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- State Code
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

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About MiiTel

MiiTel is an AI-powered IP phone. With MiiTel, you will be to accomplish the following: "Increase your sales", "Achieve self-coaching", and "Can make calls from home".

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier