Salestrail + Microsoft Dynamics The Ultimate Mobile Call Tracking Solution

Auto-Log Mobile Calls to Microsoft Dynamics

Salestrail ensures that every call counts by automatically logging:

• SIM/GSM Calls – Track calls made via your mobile carrier
  

• WhatsApp & WhatsApp Business Calls – Log conversations instantly
  

• Inbound & Outbound Calls – Know when customers engage the most
  

• Call Durations & Outcomes – Measure efficiency and talk time
  

Streamline your sales process with automated call monitoring that saves time, improves accuracy, and enhances visibility for your entire team:

• Save Time: No need for sales reps to manually input calls into Microsoft CRM.

• Boost Data Accuracy: Get 100% call tracking without human errors.

• Enhance Visibility: Managers can track call volume, response times, and more.

Customize Salestrail to Fit Your Microsoft Dynamics Workflow

Salestrail seamlessly adapts to your Microsoft Dynamics setup, ensuring that only the data you need is captured, organized, and pushed into the right fields—exactly how you want it.

• Fully customizable call logging

• Choose which calls get logged—only matched contacts or all calls

• Select where the data goes—Leads, Contacts, Opportunities, Cases, or custom fields

• Handle duplicate phone numbers with smart matching & data cleanup

• Auto-create new records for unknown numbers—generate Leads, Contacts, or any custom Microsoft Dynamics entity

Custom Microsoft Dynamics Setup? No Problem!

If you've customized your Microsoft dynamics fields, workflows, or processes, Salestrail can adapt to match your system. Whether your sales data is messy, duplicated, or scattered, we ensure accurate logging and organization.

Your Microsoft 365 CRM, your rules— Salestrail works the way you need it to. 

How Salestrail’s Microsoft Dynamics Integration Works

• Enable Integration – Connect Salestrail to your Microsoft dynamics account

   

•  Auto-Sync Call Data – Calls are automatically logged under the right Lead, Contact, Account, or Opportunity

   

• Instant Notifications – After each call, get a Microsoft dynamics prompt to add notes

   

• Call Recording Links – Access recordings directly from Microsoft dynamics records

Pro Tip: Use Caller ID for Microsoft Dynamics  to identify clients instantly before answering!