CloudTalk: Calling & CTI for Dynamics 365 Sales
by CloudTalk, s.r.o
Make and receive calls in Dynamics 365 Sales with automatic call logging and two-way contact sync.
CloudTalk turns Microsoft Dynamics 365 Sales into a full calling hub — click-to-call from any contact, lead, or account, with every conversation automatically logged as a Phone Call task.
Click-to-Call from any record
Dial any contact, lead, or account in Dynamics 365 with a single click. The CloudTalk phone opens automatically with the number pre-filled. No copy-pasting, no switching tabs.
See who’s on the line before picking up the call
When a call comes in, CloudTalk identifies the caller from your Dynamics 365 contacts. Agents see the customer's name, company, and full history before they pick up.
Call and SMS logging fully automated
Every call is logged as a Phone Call task in Dynamics 365, linked to the right contact or lead. Every SMS is logged as an SMS task. Both include direction, duration, call notes, recording link, call tags, and the assigned agent. Nothing needs to be entered manually.
Always keep your data up to date
Contacts, Leads, and Accounts sync automatically between CloudTalk and Dynamics 365. Create or update a record in either system — the other updates instantly. Matching is based on phone number and email to avoid duplicates.
Know the full deal context before every call
Opportunities from Dynamics 365 are imported into CloudTalk and displayed as activities on the contact record — so your team always knows the deal status and budget before a call.
Work from anywhere, anytime
When your agents are away from their desks, they can easily access the Dynamics 365 data on the mobile app for iPhone and Android. Dynamics 365 automatically syncs all notes, call recordings, tags, and other important data, so they are always available.
Why CloudTalk?
🌍 Global Scale: Instant local numbers in 160+ countries. Boost answer rates by 40% with local presence dialling.
⚡ 10x Faster Outreach with AI Sales Dialer: Build dialer queues from Microsoft Dynamics Lead Lists and power through them automatically with Power or Parallel dialing.
🤖 AI Voice Agents: Handles inbound and outbound calls 24/7 in 60+ languages and takes over routine calls, so your team can focus on complex tasks.🧠 Analytics and AI Insights: Granular call analytics plus AI-generated call summaries, sentiment analysis, and topics — all accessible directly from the recording link logged in every Dynamics 365 Phone Call task.