How SONIQ connects to Dynamics 365
Full bidirectional REST API integration. Contact lookup on inbound calls, automatic call logging, record updates, and post-call sync happen in real time.
Push events from SONIQ to this system the moment they happen — missed call, voicemail, call ended, agent disposition. Trigger automations without polling.
The instant an inbound call arrives, SONIQ matches the caller's number against this system and surfaces the record on screen before the agent picks up.
Connect once via OAuth 2.0. No passwords stored. Revoke access at any time from either side. Credentials are encrypted at rest.
Screen pop
The moment an inbound call arrives, SONIQ matches the caller's number against Dynamics 365and surfaces the most relevant data — before the agent picks up. Typical lookup time under 300ms.
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Matched in Dynamics 365
What you can do with SONIQ + Dynamics 365
Screen pop shows contact name, company, deal stage and last activity before the agent answers
Every call is automatically logged against the contact with duration, recording link and AI summary
Missed calls create follow-up tasks in the CRM with the caller's details pre-filled
Deal stage and pipeline value visible to agents during live calls
Data accessed
SONIQ requests only the minimum scopes needed. All data is processed in transit and never stored on SONIQ servers beyond the active call session.
Connect SONIQ to Dynamics 365
See the screen pop, CRM sync, and AI call actions live — configured for your exact setup.
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