Connect CallRail to Microsoft Dynamics 365 with Callably's AI-powered CRM. Every call is transcribed, scored as a lead, and managed with appointments and drip sequences — then enriched data flows to Microsoft Dynamics 365 automatically.
Callably is an AI-powered CRM that sits between CallRail and Microsoft Dynamics 365, managing your leads and forwarding enriched data automatically.
Link your CallRail account to Callably. We'll start receiving your call and SMS events securely.
Callably automatically downloads recordings, transcribes calls using AI, generates summaries, and identifies caller information.
AI-scored leads with appointments, follow-up suggestions, and enriched data are managed in Callably and forwarded to Microsoft Dynamics 365 in real-time.
Every piece of communication data from CallRail is captured, enriched, and delivered to Microsoft Dynamics 365:
Every CallRail call is logged in Microsoft Dynamics 365 the moment it ends — inbound, outbound, missed, and voicemail.
Call recordings from CallRail are automatically transcribed using AI. Full transcriptions appear directly in Microsoft Dynamics 365.
AI reads every transcription and generates a concise summary highlighting key topics, action items, and decisions discussed.
Every text message sent or received through CallRail is captured and forwarded to Microsoft Dynamics 365 with full content.
Callably's AI analyzes conversations and automatically scores leads as Hot, Warm, Cold, or New — visible right in Microsoft Dynamics 365.
AI extracts names, email addresses, and phone numbers from call transcriptions and attaches them to the right contact in Microsoft Dynamics 365.
Explore other CRMs you can connect with CallRail.
Explore other phone systems you can connect to Microsoft Dynamics 365.
AI-powered lead management, appointment scheduling, drip sequences, and team analytics — all from your phone system. Set up in minutes.