DialSource Denali for Microsoft Dynamics

CTI built for teams using Microsoft Dynamics 365

Automate your current workflows, eliminate manual data entry and enable your customer-facing teams to perform all call-related tasks directly within Microsoft Dynamics 365.

Three Key Benefits
DialSource Denali for Microsoft Dynamics
Make and Receive Calls With Ease

Connect all of your call processes within Dynamics 365 and trigger automation that eliminates the need to update your CRM, log call activities, or complete follow up tasks.

DialSource Denali for Microsoft Dynamics
Connect Activites to Outcomes

With custom reports native in Dynamics 365, all call analytics, post-call dispositions, and agent performance metrics are available in your current reporting tools and dashboards.

DialSource Denali for Microsoft Dynamics
Work Within Dynamics 365

Allow your agents to work from a single pane of glass. Engage your customers and prospects from within the Dynamics 365 platform, keep your data inside of your CRM, and maintain one system of record.

DialSource Call Campaigns

DialSource Call dispositions

DialSource Dynamic Lead Distribution

Click to dial

Dynamic Call Campaigns

Take the guesswork out of your agents’ day. Prescribe who, why, and when to call across any number of campaigns. Assign specific campaigns to each agent group and dial using a local presence with our Regional ID feature.

Custom Dispositions

Standardize call outcomes to improve reporting capabilities. Drive custom CRM automation through a simplified interface. Display different dispositions based on the user role, department, or stage of engagement. Develop dispositions that trigger with or without placing a call.

Dynamic Lead Distribution

Improve your speed to lead time from hours to seconds. Notify reps in real-time when inbound leads arrive, calling them within moments. Drive leads from marketing automation software, web forms, your CRM, or any other tool. Screen pops put the lead information at your fingertips as you call.


Click on any phone number inside of Microsoft Dynamics 365 and immediately place a call. Use our Dial pad to place a call to any number, even if it doesn’t exist in the CRM. Accidentally use the dial pad to call a CRM contact? DialSource will find the lead or contact and let you link the call to the right place.

“DialSource allows our sales people to work more efficiently by serving up the most high priority accounts and automating the processes of creating meetings, opportunities, tasks, and more.”


– Justin Petkus

DialSource Denali for Microsoft Dynamics
Simplify work—automate post-call tasks and field updates

Manage user groups, call configurations, and agent performance directly within Dynamics 365.  Trigger your existing Dynamics 365 automation rules and streamline workflows with the click of a button to increase efficiency. Maintain Dynamics 365 as your primary workspace for all customer-facing teams.

Ensure that your teams have a reliable connection

Give your teams a tool they can trust. Our telephony infrastructure maintains reliable call quality across every agent no matter the scale of the deployment. Users connect to DialSource Denali through any device that has a dial tone and are able to immediately get to work making and receiving calls—serving customers, creating support tickets or closing deals.

DialSource Denali for Microsoft Dynamics
DialSource Denali for Microsoft Dynamics
Works across every Microsoft Dynamics 365 application

DialSource Denali supports the workflows and requirements of Dynamics 365 for sales, service, support and high-volume call centers. Simplify the agent experience, promote the utilization of CRM, and utilize one CTI solution across all customer-facing teams.

Keep all of your data and reporting within a single platform

Microsoft Dynamics 365 is your system of record, so we keep your data there. Maintain security and compliance without relying on your data to sync. Comply with Do Not Call regulations and policies effortlessly while capturing call recordings and storing them within Dynamics 365. Improve process adherence by requiring field updates and post-call dispositions to drive CRM behaviors and process automation.

DialSource Denali for Microsoft Dynamics
  • Sales Development

    Prospecting is hard. We understand it’s about numbers and personalization, so let’s make your calls more productive and your day-to-day tasks easier.

    Scale your outreach in less time. Increase your number of meetings booked. Automatically log everything in CRM and streamline your workflow.
  • Account Executives

    We all know that conversations lead to opportunities, and opportunities lead to you reaching quota. Let’s help you have more conversations.

    Focus on having conversations & building relationships rather than logging activities and updating CRM. Increase your connection rate with prospects, and learn valuable insights from call recordings.
  • Sales Operations

    Customer-facing teams need tools that work and flex with their needs. Let’s simplify the user experience and help you create a more reliable tech stack.

    Consolidate sales tools and empower your team to win from a single platform.
  • Sales Leaders

    As leaders, we exist to help our teams be successful. Let’s help your team automate their busy work, book more meetings, and mark more opportunities closed-won.

    Increase the number of conversations your sales team has with prospects. Streamline workflows to increase your team’s efficiency. Capture and log all sales engagement data inside CRM to simplify reporting and improve coaching.
  • Customer Success

    It’s easy to let accounts slip through the cracks. Let us help you organize renewals and support customer account coverage by prescribing who and when to call from inside CRM.

    Ensure that every customer gets called. Drive renewal revenue with simplified workflows. Automate the manual tasks surrounding your renewal process.
  • Call Centers
    & Support

    A call center that routes you to the right person who understands your problems and knows how to help right away is possible. We make reduced wait times and better customer intelligence a thing of the now.

    Reduce wait times and delight your customers. Automatically record and log all service-related interactions in CRM.
Ready to have more conversations?

DialSource CTI helps transform conversations into revenue and accelerate workflows for customer-facing teams.

Feeling Disconnected?

View our Resources to help WFH sales, service and support teams.