uContactManager

Dynamics 365 integration for Microsoft Teams

Microsoft Dynamics 365 customer cards automatically in Teams on every call.

uContactManager connects Microsoft Teams to Dynamics 365. Incoming callers are recognized and their account, contact, open cases and opportunities appear instantly as an Adaptive Card in Teams — entirely within the Microsoft ecosystem.

DEMO AANVRAGENMEER INFO
uContactManager Adaptive Card in Microsoft Teams showing Microsoft Dynamics 365 customer data
Dynamics 365 logo

Dynamics 365 context, native in Microsoft Teams

Because both Dynamics 365 and Teams run on the Microsoft platform, the integration is seamless. uContactManager matches the calling number to Dynamics 365 and shows customer details, active cases and the account owner — with no extra software for your agents.

What the integration does

Seamless within Microsoft

Native link between Dynamics 365 and Microsoft Teams; agents need no separate desktop app.

Cases and opportunities live

Open cases (Customer Service) and opportunities (Sales) appear automatically on the call.

Open the Dynamics record

Jump to the account or case in Dynamics 365 with one click and log the phone activity.

See it in action

This is how the customer context appears in Microsoft Teams.

uContactManager Adaptive Card in Microsoft Teams showing Microsoft Dynamics 365 customer data
The information your organization defines from Dynamics 365 appears on the Adaptive Card shown as a popup in Microsoft Teams on every incoming call.
'Create note' popup on a Dynamics 365 record from Microsoft Teams
If you want, you can even write information back to Dynamics 365 — handy for time tracking, follow-up notes and more, without having to navigate to Dynamics 365.

More integrations

uContactManager connects to more systems

See how uContactManager also works with your other CRM, service desk and ERP applications.

All integrations
HubSpot
Salesforce
Freshdesk
TOPdesk
ServiceNow
Zendesk
Jira

Ready to connect Dynamics 365 to Teams?

Discover how uContactManager surfaces your customers' Dynamics 365 context live in Microsoft Teams.

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Frequently asked questions

Because Dynamics 365 and Teams both run on the Microsoft platform, the integration is seamless. On a call uContactManager shows the account, contact, open cases and opportunities as an Adaptive Card in Teams.

Yes. With the 'Create note' popup you write a note to the Dynamics 365 record from the call — handy for follow-up and time tracking, without opening Dynamics.

Yes. Opportunities from Sales and cases from Customer Service are both supported, alongside accounts and contacts. You decide which fields appear on the Adaptive Card.

Want the technical detail?

Download the technical datasheet with the full way of working, the access required and all security measures — intended for your IT and security teams.

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