MiiTel + Microsoft Dynamics 365 CRM Integrations

How to connect MiiTel + Microsoft Dynamics 365 CRM

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Supported triggers and actions

What does this mean?

- Call id
  UUID call id generated by MiiTel.
- Tenant id
- Dial begin at
- Call end at
- Call type
- From number
- To number
- Forwarded number
- Contact person name
- Account name
- URL
Trigger
Instant
Try It
- Call id
  UUID call id generated by MiiTel.
- Tenant id
- URL
- Speech recognition
  Result of speech recognition.
- Speech recognition summary
  Result of speech recognition summary.
- Silence
- Overall
- Overlap
- TLR
- Customer f0
- Operator f0
- Customer variance
- Operator variance
- Customer speechrate
- Operator speechrate
- Rally
- Amd probability
- Dial begin at
- Call begin at
- Call end at
- Call type
- From number
- To number
- Forwarded number
- Contact person name
- Account name
Trigger
Instant
Try It
New Account
Triggers when a new account is created.
Trigger
Scheduled
Try It
Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
Try It
Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
Try It

Opportunity Updated
Triggers when an opportunity has been updated.
Trigger
Scheduled
Try It
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
Action
Write

- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- AccountRequired
  The id of the account to update.
Action
Write
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- LeadRequired
  The id of the lead to update.
Action
Write
- Info
  Note: The Zap Editor does not currently support Lookup fields during search
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
  Note: The Zap Editor does not currently support Lookup fields during search
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write

- Call id
  UUID call id generated by MiiTel.
- Tenant id
- Dial begin at
- Call end at
- Call type
- From number
- To number
- Forwarded number
- Contact person name
- Account name
Trigger
Instant
Try It
- Video id
  UUID video id generated by MiiTel.
- Tenant id
- URL
- Title
- Video start at
- Video end at
- Speech recognition
  Result of speech recognition.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
Try It
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
Action
Write
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
Action
Write
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- ContactRequired
  The id of the contact to update.
Action
Write
- Api Docs Info
  API docs for Microsoft Dynamics 365 CRM are located here https://docs.microsoft.com/en-us/dynamics365/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Info
  Note: The Zap Editor does not currently support Lookup fields during search
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
  Note: The Zap Editor does not currently support Lookup fields during search
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write

How MiiTel + Microsoft Dynamics 365 CRM Integrations Work

Step 1: Authenticate MiiTel and Microsoft Dynamics 365 CRM.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect MiiTel + Microsoft Dynamics 365 CRM

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".

Related categories

CRM (Customer Relationship Management)

About Microsoft Dynamics 365 CRM

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

Related categories

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MiiTel + Microsoft Dynamics 365 CRM Integrations

How to connect MiiTel + Microsoft Dynamics 365 CRM

Connect your apps and automate workflows

Answering Machine Recorded

Call id

Tenant id

Dial begin at

Call end at

Call type

From number

To number

Forwarded number

Contact person name

Account name

URL

Phone Analysis Completed

Call id

Tenant id

URL

Speech recognition

Speech recognition summary

Silence

Overall

Overlap

TLR

Customer f0

Operator f0

Customer variance

Operator variance

Customer speechrate

Operator speechrate

Rally

Amd probability

Dial begin at

Call begin at

Call end at

Call type

From number

To number

Forwarded number

Contact person name

Account name

New Account

Contact Updated

Lead Updated

Opportunity Updated

Create Contact

Info

Update Account

Info

AccountRequired

Update Lead

Info

LeadRequired

Find Account

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Lead

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Account

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Lead

Info

Match if any of the fields match (otherwise only match if all the fields match)

Incoming Unanswered

Call id

Tenant id

Dial begin at

Call end at

Call type

From number

To number

Forwarded number

Contact person name

Account name

Video Analysis Completed

Video id

Tenant id