MAQSAM
+
Microsoft Dynamics
Maqsam + Microsoft Dynamics Integration
Sync Maqsam call tracking with Microsoft Dynamics 365, log interactions, and trigger workflows—built for call tracking CRM automation and Microsoft Dynamics integration.
What You Can Automate
- Log Maqsam calls in Dynamics (timestamp, duration)
- Match/create Leads or Contacts by phone number
- Create follow-up tasks for missed calls / voicemail / callbacks
- Save call outcomes (dispositions) to Dynamics fields
- Notify owner and update status/stage after key outcomes
- Prevent double-touch by checking open activities before creating new ones
Top Workflows
- Call starts/ends → log activity in Dynamics → CRM stays accurate
- Inbound call → match/create record → caller identified instantly
- Missed call → create urgent task → no lead is lost
- Disposition “Interested” → update stage + notify owner → faster progression
- No answer/voicemail → schedule callback task → consistent cadence
FAQ
Can Dynamics 365 log Maqsam calls automatically?
Yes—calls can be logged as activities/tasks.
Inbound and outbound supported?
Yes.