Copy your Dynamics 365 environment URL from your browser's address bar.

In Retell, open Integrations, find Microsoft Dynamics 365, and click Connect.
Paste the environment URL and name the connection.

Sign in with a Microsoft account that has access to your environment.
Retell verifies the connection, then it appears under Connected.
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Inbound call β look up Contact by phone in Dynamics 365 β agent greets by name β after the call, analysis results write back to the Contact and a Phone Call activity is logged
Contact sync keeps Retell's contact list aligned with Dynamics 365 β see the Microsoft Dynamics 365 contact sync docs. For the full list of agent actions, see the Microsoft Dynamics 365 functions docs.












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