Connectors
Dynamics 365
Create Dynamics 365 leads and cases from a live call.
The Dynamics 365 connector lets your voice agents create leads and support cases (incidents) directly from a conversation, using your organization's own Dynamics 365 tenant.
Connect it
- Go to /connectors and click Connect on Dynamics 365.
- Talkr shows you a redirect URI — register it in your Azure AD app registration.
- Enter your app's Client ID, Client Secret, and your Dynamics 365 Org URL (e.g.
https://yourorg.crm.dynamics.com), then click Save & Authorize. - You're redirected to Microsoft's consent screen. Approve access, and you're returned to Talkr connected.
You need your own Azure AD app registration scoped to your Dynamics 365 org — Talkr does not provide a shared app. The Org URL you enter is also used as the API base URL for every action.
Actions
| Action | Description | Parameters |
|---|---|---|
create_lead | Create a Dynamics 365 lead. | last_name (required), company (required), email, phone |
create_case | Create a Dynamics 365 support case (incident). | title (required), description |
Attach these to a workflow node like any other tool — see Tools for how tool attachment and invocation work.
Example
A support agent that can't resolve an issue on the call invokes create_case with a short title and the caller's description, so it's waiting for a rep in Dynamics 365 as soon as the call ends.