Microsoft Dynamics 365 CRM + MiiTel

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 Completed
Triggers when the speech recognition of MiiTel Phone is completed
TriggerInstant
automatically do this!
Create Custom Entity
Creates a new custom entity.
ActionWrite

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Supported triggers and actions

- 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 EntityRequired
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity ActionRequired
Action
Write
- Info
- InvoiceRequired
Action
Write
- Info
- OpportunityRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- 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 NameRequired
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 EntityRequired
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 typeRequired
- Owner
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- OrderRequired
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 EntityRequired
- 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 EntityRequired
- 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.

Learn more

Related categories

Similar apps

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 more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Microsoft Dynamics 365 CRM + MiiTel

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

Answering Machine Recorded

IVR Number Pressed

Phone Minutes Generated

Phone Analysis Completed

Meeting Comment Generated

Meeting Minutes Generated

Updated Account

Updated Contact

New Case/Incident

New Invoice

New Lead

New Opportunity

New Order

Updated Quote

Create Campaign

Create Campaign Response

Create Custom Entity

Create Lead

Create Order

Update Campaign Response

Update Custom Entity

Update Invoice

Update Opportunity

API Request (Beta)

Find Contact

Find Campaign

Find Multiple Leads

Find Lead

Find Order

Find or Create Contact

Find or Create Invoice

Find or Create Opportunity

Phone Comment Generated

Phone Call Memo Attached

Incoming Unanswered

Video Analysis Completed

Meeting Call Memo Attached

New Account

New Contact

New Custom Entity

Updated Case/Incident

Updated Invoice

Updated Lead

Updated Opportunity

Updated Order

Create Account

Create Contact

Create Case/Incident

Create Invoice

Create Opportunity

Update Account

Update Contact

Update Case/Incident

Update Lead

Update Order

Find Account

Find Custom Entity

Find Campaign Response

Find Invoice

Find Opportunity

Find or Create Account

Find or Create Custom Entity

Find or Create Lead

Find or Create Order

About Microsoft Dynamics 365 CRM

Related categories

Similar apps

Pipedrive

Insightly

Zapier Interfaces

About MiiTel

Related categories

Similar apps

Zapier Interfaces