Microsoft Dynamics 365 Integration
Get field reps' conversations into Dynamics 365
Your field reps have their best conversations in person, and most of them never make it into Dynamics 365. Listel captures those conversations and syncs each one to the correct D365 appointment record, with notes, contacts, and files attached.
The problem
Field reps don't log in-person conversations. A site visit, a hallway chat or a booth conversation ends, the rep drives to the next stop, and the details are gone before anyone opens a laptop. The activity never gets logged, or it gets logged as "met with customer" and nothing else.
Microsoft Copilot can help with Teams meetings and calls. In-person conversations are the gap. That is where field reps spend their day, and it is the part of the pipeline your CRM sees least.
Listel closes that gap. The rep records the conversation with the Listel device or app, Listel writes the notes, and the rep syncs it to Dynamics 365 from their phone.
What syncs to Dynamics 365
Each Listel conversation becomes one appointment in Dynamics 365.
The correct appointment
Each conversation's notes sync to the appointment the rep recorded from. If there was no calendar event, the rep picks one or creates a new one.
Marked as completed
The appointment is marked completed by default. The rep can turn this off. Completing it does not change the meeting in Outlook or email attendees.
Notes
A summary, highlights and next steps go onto the appointment as a Note. The rep can edit all of it before syncing.
People
Each person in the conversation is matched to a Dynamics contact. The rep can change a match, skip a person, or create a new contact.
Attachments
The recap PDF and the transcript can be attached as Notes on the appointment. The rep chooses per sync.
Written as the rep
Every record Listel creates is created by and owned by the rep's own Dynamics user, and the rep's own security role applies.
Reps' Dynamics appointments also show up in the Listel app, refreshed every 15 minutes, so they can start a recording right from the meeting and have the attendees named for them. Re-syncing a conversation replaces the earlier Listel notes instead of adding duplicates.
Streamlined setup
An admin connects Dynamics 365 once for the whole organization. Reps do not set anything up.
Admin connects Dynamics 365
Your Listel organization owner or admin connects Dynamics 365 from Listel's Integrations settings, signing in with a Dynamics System Administrator or a dedicated integration account.
Pick your environment
Select your Dynamics environment from the list.
Listel links team members
Listel links each team member to their Dynamics user automatically by email or Microsoft sign-in name. The Team panel shows who is linked. Fix any "Not found" rows by picking the right Dynamics user.
Reps do nothing
Their appointments appear in the app, and every sync is written as them.
Note: If a rep's Dynamics account isn't linked yet, the app tells them and asks them to contact their Listel organization owner. Nothing is ever written under the admin's name on a rep's behalf.
Dynamics 365 Partner
Amplify Solutions is an official Microsoft Dynamics 365 partner and can help with implementation and configuration. Contact us for an introduction.
Frequently asked questions
What syncs from Listel to Dynamics 365?
Each conversation becomes one completed appointment in Dynamics 365. Listel adds a Note with the summary, highlights and next steps, matches or creates the contacts who were there, and can attach the recap PDF and transcript. Other contacts in the conversation get a short Note on their timeline.
How does an admin connect Dynamics 365?
Your Listel organization owner or admin connects it once for the whole organization from Integrations settings, picks the environment, and checks the Team panel. Listel links reps to their Dynamics users automatically by email. Reps don't need to do anything.
Does each rep need their own Dynamics 365 license or linked account?
Yes. Each rep who syncs needs to be an enabled, licensed Dynamics 365 user, linked to their Listel account. Listel links them automatically by email or Microsoft sign-in name, and the admin can fix any that don't match. Reps who aren't linked can't sync, and the app tells them to ask their organization owner.
Does Listel write records as the admin?
No. Every appointment, contact and note is created by and owned by the rep's own Dynamics user, and the rep's own security role applies.
Will Listel change my existing appointments?
Listel never changes the subject or description of an existing appointment. It adds Notes and marks the appointment completed, which the rep can turn off.
Does syncing change the meeting in Outlook or email attendees?
No. Marking an appointment completed does not change the Outlook meeting or send updates, and Listel never adds anyone as an attendee.
Which plan includes Dynamics 365?
CRM sync, including Dynamics 365, is included in the Core Seat. An admin connects once for the whole organization and every rep's conversations sync as completed appointments.
Ready to sync field conversations to Dynamics 365?
Your data stays in your company's own CRM. Get started with Listel today.