Archibo Notes Connector with Teams
av Archibo GmbH
Turn Microsoft Teams Calls into CRM Notes
Turn Microsoft Teams Calls into CRM Intelligence — Without Extra Dynamics 365 Licenses
Most organizations over-license Dynamics 365 just to log phone calls.
Contact center agents often need only:
• Caller identification
• Quick note entry
• Phone activity logging
• CRM visibility for managers
They do not need full CRM access.
Archibo Notes Connector with Teams eliminates unnecessary CRM licensing while ensuring every Teams call becomes structured CRM knowledge.
How It Works
When a PSTN call arrives in Microsoft Teams:
• Caller number is automatically matched against Dynamics 365
• Existing contact is identified instantly
• Agent writes call notes directly inside Microsoft Teams
• Notes are automatically synchronized to Dynamics 365
• Phone activity is created and linked to the contact
No Dynamics 365 license required for the Teams user.
CRM users see complete interaction history in real time.
Business Problems We Solve
1. CRM License Cost Explosion
Avoid paying full Dynamics 365 licenses for users who only log calls.
Reduce total cost of ownership while maintaining complete documentation.
2. Complex CRM Onboarding
Onboarding a Teams user takes minutes.
No CRM:
• Security role setup
• Module configuration
• Advanced training
• Governance overhead
Scale contact center teams faster.
3. Data Black Holes
Without integration:
• Calls happen in Teams
• CRM remains incomplete
• No audit trail
• Customer history is fragmented
With Archibo Notes Connector with Teams:
Every call becomes structured CRM data.
Strategic Advantages
• Improved CRM data quality through automatic number matching
• Reduced security exposure (no full CRM access required)
• Zero context switching — agents stay inside Teams
• Compliance-ready audit trail
• Enterprise-grade Microsoft-native architecture
ROI Example
Scenario:
200 agents
Dynamics 365 license cost: €95 per user/month
Only 50 need full CRM access
150 users switch to Teams-only + Connector
Savings:
150 × €95 = €14,250 per month avoided CRM cost
150 × €7 = €1,050 Connector cost
Net monthly savings: €13,200
Annual savings: €158,400
Immediate ROI.
Ideal For
• IT Managers optimizing Microsoft licensing
• CIO / CTO reducing total cost of ownership
• Contact Center Directors scaling operations
• Enterprises using Microsoft Teams telephony + Dynamics 365
