Microsoft Dynamics 365 CRM + Toky Integration

Integrate Microsoft Dynamics 365 CRM to Toky in one click, or tell Integrately AI how you want each lead handled. Trigger outbound messages, create contacts, log call activities, and update your records automatically.

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1.
  • Microsoft Dynamics 365 CRM
    Sales order is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Quote is updated in Microsoft Dynamics 365 CRM
  • Toky
    Text message is received in Toky Instant
  • Toky
    Call is received in Toky Instant
  • Toky
    Voice mail is received in Toky Instant
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2.
  • Microsoft Dynamics 365 CRM
    Create lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search Currency in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Get account by ID in Microsoft Dynamics 365 CRM
  • Toky
    Send text message in Toky
  • Toky
    Create contact in Toky
  • Toky
    Search Contact in Toky

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Ready Workflows Ready Workflows for Microsoft Dynamics 365 CRM + Toky Integration

Send text messages, capture incoming calls, log contacts, alert your team, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
Microsoft Dynamics 365 CRM + Toky Integration

Send Toky message for new Microsoft Dynamics 365 CRM contact

Anytime a new contact is added to your Microsoft Dynamics 365 CRM, automatically send them a message through Toky letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Microsoft Dynamics 365 CRM - Toky integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Connect more apps to your Microsoft Dynamics 365 CRM + Toky flow

Bring in your favourite scheduling, messaging, and support tools to keep your pipeline moving after the core automation finishes. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Toky
+
Microsoft OutlookMicrosoft Outlook (4)
+
SlackSlack (4)
+
Google CalendarGoogle Calendar (3)
+
ZendeskZendesk (3)
+
GmailGmail (3)
+
HubSpotHubSpot (3)
M
T
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Send a Toky text message when a lead is created in Microsoft Dynamics 365 CRM, and schedule an email in Microsoft Outlook.
New Microsoft Dynamics 365 CRM leads trigger an instant Toky text message while Microsoft Outlook schedules your follow-up email automatically.
T
M
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Log received Toky calls in Microsoft Dynamics 365 CRM, and notify your inbox in Microsoft Outlook.
Incoming Toky calls create Microsoft Dynamics 365 CRM contacts and send an email notification to Microsoft Outlook.
M
T
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When a contact is updated in Microsoft Dynamics 365 CRM, send a text message in Toky and create a reminder in Microsoft Outlook.
Updated Microsoft Dynamics 365 CRM records trigger Toky texts and Microsoft Outlook follow-up reminders.
M
T
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Use Claude to summarise Microsoft Dynamics 365 CRM leads, send a Toky text message, and save the brief in Microsoft Outlook.
Claude summarises new leads before Toky sends an outreach text and Microsoft Outlook saves the brief.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Toky

Mix and match to build the exact automation you need

Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM Triggers & Actions
Sales order is created in Microsoft Dynamics 365 CRM
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Contact is updated in Microsoft Dynamics 365 CRM
Triggers the automation when a contact is updated
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Contact is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new contact is created
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Account is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new account is created
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Account is updated in Microsoft Dynamics 365 CRM
Triggers the automation when an account is updated
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Opportunity is created in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
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Opportunity is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
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Case is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new case is created
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Case is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any case is updated
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Lead is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new lead is created
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Lead is updated in Microsoft Dynamics 365 CRM
Triggers the automation when the lead information is updated
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Quote is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any quote is updated
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Create lead in Microsoft Dynamics 365 CRM
Generates new leads for potential customers
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Update lead in Microsoft Dynamics 365 CRM
Updates the lead information
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Search lead in Microsoft Dynamics 365 CRM
Retrieves information for a particular lead
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Create contact in Microsoft Dynamics 365 CRM
Adds a new contact to the database
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Update contact in Microsoft Dynamics 365 CRM
Updates contact information with new details
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Create account in Microsoft Dynamics 365 CRM
Generates a new account
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Search account in Microsoft Dynamics 365 CRM
Searches for account information
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Update account in Microsoft Dynamics 365 CRM
Updates account information
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Search contact in Microsoft Dynamics 365 CRM
Finds and retrieves contact information
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Search Currency in Microsoft Dynamics 365 CRM
Searches for a currency
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Create case in Microsoft Dynamics 365 CRM
Generates a new case entry
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Update case in Microsoft Dynamics 365 CRM
Updates case details based on new information received
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Search case in Microsoft Dynamics 365 CRM
Searches for a case record
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Get account by ID in Microsoft Dynamics 365 CRM
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Toky
Toky Triggers & Actions
Instant
Text message is received in Toky
Triggers the automation when a new text message is received
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Instant
Call is received in Toky
Triggers the automation when a call is received
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Instant
Voice mail is received in Toky
Triggers the automation when a new voice mail is received
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Send text message in Toky
Sends a reply
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Create contact in Toky
Adds a new contact to the database
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Search Contact in Toky
Finds and retrieves contact information
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What can you automate with Microsoft Dynamics 365 CRM + Toky?

Trigger instant text messages, log call activities, sync contacts, and keep your entire customer database updated automatically.

What you can automate?
💬
Trigger instant text messages from CRM leads
Send a Toky text message automatically the moment a new lead or contact is created in Microsoft Dynamics 365 CRM, ensuring rapid prospect engagement.
📞
Capture all incoming call data in your CRM
Log incoming calls, voice mails, and text messages directly into Microsoft Dynamics 365 CRM to maintain complete visibility over every customer conversation.
🔔
Alert your team about new phone interactions
Notify your sales and support channels instantly when new calls arrive in Toky so the right person can take immediate action.
🔀
Route communications based on lead properties
Send different text messages or create specific CRM cases depending on the category or details submitted by your contacts.
🔄
Keep contact records synchronized across systems
Update contact details and account information in Microsoft Dynamics 365 CRM whenever changes occur in your Toky telecom platform.
🔍
Search and update existing contacts without duplicates
Search for existing contact records before creating new ones, preventing duplicate entries and keeping your database clean.
📋
Manage support cases from voice mail transcripts
Turn received voice mails and call recordings into structured support cases within Microsoft Dynamics 365 CRM automatically.
📊
Extend your workflow to external productivity apps
Connect your core Microsoft Dynamics 365 CRM and Toky flow with Slack, Gmail, or Google Calendar to handle follow-up tasks effortlessly.
And much more...

Who is Microsoft Dynamics 365 CRM + Toky integration for?

Connecting Microsoft Dynamics 365 CRM and Toky streamlines telecom and CRM workflows, keeping sales and support teams aligned without manual data entry.

Sales managers
Sales managers
Support teams
Support teams
Account executives
Account executives
Inside sales reps
Inside sales reps
Operations leads
Operations leads
CRM administrators
CRM administrators
📈
Sales managers
You review pipeline numbers and call metrics every week, but your lead records only update when someone manually exports data from your telecom tool, so your conversion reports are always hours behind — with this integration, every lead and call lands in your CRM instantly and your data stays current.
⚡
Support teams
You need to answer inbound customer calls and log case details immediately, but manual copy-pasting between your phone system and CRM slows down your response times — automating both apps means every call creates a case instantly and your team can focus on helping customers.
🤝
Account executives
You manage active client relationships and rely on accurate communication history, but scattered call logs leave frustrating gaps in your client timelines — integrating these apps means every interaction is logged automatically and your account records are always complete.
📞
Inside sales reps
You handle high volumes of inbound leads and need to trigger immediate text messages, but doing this by hand causes missed follow-ups during peak hours — this integration means every new lead triggers an instant Toky text message and your outreach runs smoothly.
👥
Operations leads
You oversee customer data handoffs between telephony systems and enterprise CRMs, but manual record updates lead to frequent data entry errors — connecting these apps means contact details and call activities flow securely between systems without human intervention.
📋
CRM administrators
You maintain database integrity and need reliable historical records for every prospect, but missing call logs and unlinked contact profiles create persistent data gaps — with this integration, every communication event maps directly to its parent record with zero discrepancies.
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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Toky

Build and manage your Microsoft Dynamics 365 CRM + Toky automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Microsoft Dynamics 365 CRM + Toky with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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Frequently Asked Questions

How do I connect Microsoft Dynamics 365 CRM to Toky?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 CRM to Toky in 1 click using ready templates on Integrately, or ask Integrately AI to build the automation and map the fields for you with popular tools like Slack and Google Calendar.
Can I send a Toky text message when a Microsoft Dynamics 365 CRM lead is created?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 CRM, Toky, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Toky?
Frequently Asked Questions
How does Microsoft Dynamics 365 CRM handle lead data during automation?
Frequently Asked Questions
How does Toky manage incoming calls and messages?
Frequently Asked Questions
Can I automate Microsoft Dynamics 365 CRM and Toky without coding?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and Toky integration free?
Frequently Asked Questions
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You Can Also Connect Microsoft Dynamics 365 CRM or Toky With 1500+ Other Apps

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Toky
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Sync Toky with support helpdesks, team messaging tools, and calendar apps to keep telecom data working across your stack.
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