Connect MediaBloom AI agents to Microsoft Dynamics 365.
Give Dynamics 365 an AI voice agent that qualifies leads, logs every activity, and advances opportunities - with the security and governance enterprises require.
Overview
MediaBloom + Microsoft Dynamics 365
MediaBloom connects AI voice agents and appointment setters to Microsoft Dynamics 365 so every conversation is captured in your system of record. Agents read context from Dynamics before a call and write the outcome back to Dataverse the moment it ends.
From leads and contacts to opportunities and custom tables, MediaBloom keeps Dynamics 365 Sales accurate without manual entry, while honoring your business rules, security roles, and field requirements.
For enterprises standardized on Microsoft, MediaBloom fits the stack: it works alongside Power Automate, respects Dataverse security, and gives RevOps clean activity data for reporting in Power BI.
Why connect
Why connect Microsoft Dynamics 365 to MediaBloom
Native to the Microsoft stack
Writes to Dataverse and plays nicely with Power Automate, so it fits how Microsoft shops already operate.
Governance preserved
Business rules, security roles, and required fields are respected, so admins keep control as volume scales.
Speed-to-lead at scale
New leads are engaged in seconds and routed to the right team, so inbound interest never goes cold.
Clean activity data
Every call logs as an activity, giving accurate pipeline reporting in Dynamics and Power BI.
Capabilities
What MediaBloom does with Microsoft Dynamics 365
Lead, contact & opportunity sync
Create and update Dynamics records in real time, including custom tables in Dataverse.
Auto-logged activities
Log every call as a phone-call activity with transcript, summary, and outcome.
Opportunity progression
Advance opportunity stages and update estimated value and close dates as deals qualify.
Business-rule aware writes
Honor business rules, required fields, and security roles so records stay compliant.
Routing & assignment
Assign records to the right owner, team, or queue based on the conversation.
Enterprise security
OAuth, SSO/Entra ID, and audit logging, with SOC 2 and HIPAA-ready deployments available.
AI that respects how enterprises run Dynamics
In a large Dynamics 365 environment, the challenge is not connectivity - it is doing the work without undermining governance. MediaBloom writes through Dataverse the way your own users do: honoring business rules, security roles, required fields, and custom tables, so the records the agent produces are indistinguishable from those your reps create. Admins keep control and data quality holds as volume grows.
On the revenue side, the agent is a tireless first line. It engages new leads within seconds, qualifies against your criteria, books meetings, advances the related opportunity, and logs a phone-call activity with a transcript and summary. RevOps gets the clean activity data Power BI dashboards and forecasting depend on, and sellers inherit fully-contextualized records instead of cold names.
Explore related AI solutions, industries we serve, and customer results.
Live on Microsoft Dynamics 365 in days, not months
- 1
Connect
Securely connect your Microsoft Dynamics 365 account with OAuth in minutes - no engineering required.
- 2
Configure
Map fields and choose exactly what the AI agent reads from and writes to Microsoft Dynamics 365, with guardrails.
- 3
Go live
The agent starts answering, qualifying, and booking - writing every outcome back to Microsoft Dynamics 365 in real time.
- 4
Optimize
Review transcripts, outcomes, and pipeline impact, then tune the agent against the metrics that matter.
Use cases
Popular ways teams use the Microsoft Dynamics 365 integration
- Speed-to-lead on new Dynamics 365 leads
- AI qualification routed to the right team or queue
- Pipeline reactivation across aging opportunities
- Compliant outbound for regulated enterprises
- Automatic activity logging for Power BI reporting
- High-volume inbound coverage without adding SDRs
Connect Microsoft Dynamics 365 with OAuth, per-environment keys, and full audit logging.
SOC 2 Type II controls and HIPAA-ready deployments are available for regulated teams.
Microsoft Dynamics 365 integration FAQ
Yes. MediaBloom connects to Dynamics 365 Sales with two-way sync of leads, contacts, and opportunities, including custom Dataverse tables.
Yes. Writes honor your business rules, required fields, and security roles, so governance and data quality stay intact.
Yes. Each call is logged as a phone-call activity with a transcript, summary, and outcome on the related record.
Yes. The agent advances opportunity stages, updates value and close dates, and creates follow-up activities based on each conversation.
Yes. It supports OAuth, SSO via Entra ID, audit logging, and SOC 2 and HIPAA-ready deployments.
Yes. Because writes land in Dataverse, your existing Power Automate flows continue to trigger as normal after the AI hands off.