What the integration does

Phound for Dynamics 365 writes your Phound conversations to Dynamics 365 as activities on the contacts they belong to. Your team keeps working in Dynamics. Phound handles the calls, texts and meetings, and the record keeping.

Calls logged automaticallyEvery inbound and outbound Phound call becomes a Phone Call activity on the matching contact, with the direction and duration in the subject and a summary in the description.
Texts logged automaticallySMS conversations with a contact are added to that contact as Notes, in both directions.
Recorded meetings loggedMeetings recorded with Magnum AI become Appointments on the matched participants, with the summary and a link to the transcript.
Matched by phone numberPhound finds the contact by the phone number on the other end of the call or text, so nothing has to be filed by hand.

Who it is for

Sales and service teams that live in Dynamics 365 and want their phone and text history in the same place as their email history. Typical uses: keeping a complete contact timeline for handoffs, reading a call's summary on the contact's record, and opening a customer meeting's transcript from the contact.

Before you start

You will need:

A Phound account with a phone number. Calls and texts go out from your Phound number. If you do not have one yet, create a free account and claim a number in the app.
A Microsoft work or school account with access to your Dynamics 365 environment. This is the account you sign in to Dynamics with. A personal Microsoft account (outlook.com, hotmail.com) cannot open Dynamics 365.
Your customers saved as Contacts in Dynamics 365, with their phone numbers. Phound matches a call or text to a contact by phone number. Leads and Accounts are not searched.
Pop-ups allowed for web.phound.app, if you connect in a browser. Connecting opens the Microsoft sign-in in a new window, and a pop-up blocker stops it before it starts.

The integration is included on every Phound plan.

Connect Dynamics 365 to Phound

Connecting happens from Phound. If you chose Get it now on the Microsoft Marketplace listing, this page is where it brings you, and the steps below finish the setup.

Sign in to Phound

Sign in to Phound with the account you want to connect. You can use the web app, the desktop app or the mobile app, and the steps are the same in all three.
Open Integrations

Choose your profile icon to open Account, then Integrations, then Connect integration. Find Dynamics 365 in the list and choose Connect.
Sign in with your Microsoft account

A Microsoft sign-in opens. Sign in with the work or school account you use for Dynamics 365. If you are already signed in to Microsoft, pick that account from the list.
Review and accept permissions

Microsoft shows a Permissions requested screen listing what Phound is asking for. Phound asks to work with Dynamics 365 on your behalf, so it can find your contacts and add activities to them. Review the list and choose Accept.

If the screen says you need admin approval. Some Microsoft 365 organizations let only an administrator consent to new apps. Microsoft shows a form to request approval instead of an Accept button. Send the request, and once your admin approves, come back and choose Connect again. Your admin can also grant consent for the whole organization, after which nobody else is asked.
Confirm the connection in Phound

Back in Phound, the Integrations page now lists Dynamics 365, with a Disconnect button.

Which environment Phound uses. Phound does not ask you to pick a Dynamics 365 environment. It uses the environment marked as primary for your Microsoft account. If you have no primary environment, it uses the first of your production environments.

Nothing to configure

There are no settings on the Phound side and nothing to install in Dynamics. Once connected, your conversations are logged automatically.

Use the integration

Everything the integration does happens on its own once you are connected. The table shows what is logged and what you do.

What the integration logs automatically and what you do by hand
Activity	Automatic	You do
Outbound call	Logged as a Phone Call on the matching contact, with the direction and duration in the subject and a summary in the description.	Call from Phound as usual.
Inbound call	Logged the same way as an outbound call. Calls from numbers that match no contact are not logged.	Answer in the Phound app.
Text message (SMS)	Added as a Note on the matching contact, sent and received.	Text from Phound. Nothing else.
Recorded meeting	Logged as an Appointment on the matched participants, with the summary and a link to the transcript.	Add Magnum AI to the meeting. Nothing else.

See logged activity in Dynamics 365

Open the contact in Dynamics 365 and look at the Timeline. Calls appear as Phone Call activities, texts as Notes and recorded meetings as Appointments. A call shows its direction and duration in the subject, with the summary in the description. A meeting carries its summary and a link to the transcript. Recordings stay in Phound and are not linked from Dynamics 365.

How contacts are matched

Phound looks up the phone number on the other end of the call or text among your Dynamics 365 Contacts. Leads and Accounts are not searched. If two contacts share a number, Phound uses the contact that comes first in the search result.

Who the activity is attributed to

Activities are attributed in Dynamics 365 to the user who connected the integration.

Disconnect Dynamics 365 from Phound

Disconnecting stops Phound from reading or writing anything in Dynamics 365. Do this from Phound.

Open Dynamics 365 in Phound's Integrations

In Phound, open Account, then Integrations, then Dynamics 365, and choose Disconnect.
Done

There is no confirmation step. The connection is removed as soon as you choose Disconnect.

What happens to your data

Everything already logged in Dynamics 365 stays. Phound does not delete anything from Dynamics.
New calls, texts and meetings are no longer logged. They continue to be stored in Phound as usual.
Phound deletes what it held for the connection, which is the Microsoft refresh token, the tenant and environment IDs, and the Microsoft user ID. Your recordings and transcripts stay in Phound under Phound's Privacy Policy.

You can reconnect at any time by following the connect steps again.

Phound's access in Microsoft

To remove the integration, disconnect in Phound. That is the only step Phound needs.

Microsoft keeps its own record of the permission you gave when you connected, and your Microsoft account may still list Phound after you disconnect. You can review that permission, and withdraw it, in Microsoft's My Apps portal. Microsoft's article Edit or revoke application permissions in the My Apps portal has the steps. If an administrator approved Phound for your organization, only an administrator can withdraw that approval.

If access is withdrawn in Microsoft while Phound is still connected

Phound can no longer read or write anything in your Dynamics 365 environment, and logging stops.
Phound is not told when consent is revoked in Microsoft, so its Integrations page keeps showing Dynamics 365 as connected. Open Account, Integrations, Dynamics 365 in Phound and choose Disconnect to clear it.
Activities Phound already logged stay on your Dynamics 365 contacts. Revoking consent does not delete Dynamics data.

Troubleshooting

Connect in Phound shows "Failed to connect integration"

In a browser, Phound opens Microsoft in a new window, and a pop-up blocker stops it. Allow pop-ups for web.phound.app and choose Connect again.

Microsoft says "Need admin approval"

Your organization only lets administrators consent to new apps. Use the form Microsoft shows to send a request, or ask your Microsoft 365 administrator to approve Phound. Once approved, choose Connect in Phound again.

I signed in with the wrong Microsoft account

Disconnect in Phound, then connect again and pick the right account in Microsoft's account chooser. If Microsoft signs you straight in without a chooser, sign out of Microsoft in that browser first, or use a private window.

Calls are not being logged

Check first that the other person is saved as a Contact in Dynamics 365 with that phone number. Leads and Accounts are not searched, and a call from a number that matches no contact is not logged. Then open Account, Integrations in Phound and confirm Dynamics 365 is still listed. If consent was revoked on the Microsoft side, Phound still shows the connection but can no longer use it. Choose Disconnect, then Connect integration, and follow the connect steps again.

A call or text landed on the wrong contact

Phound matches by phone number, so make sure the contact's phone number in Dynamics 365 is complete, including the country code. If two contacts share a number, Phound uses the contact that comes first in the search result, so keep one contact per number.

Activity is going to a different environment than I expected

Phound uses the Dynamics 365 environment marked as primary for your Microsoft account, or the first of your production environments if none is primary. Phound does not offer a choice of environment.

Privacy and data handling

Phound stores the Microsoft refresh token, the tenant and environment IDs, and the Microsoft user ID, and nothing else from your Dynamics 365 environment. Data written to Dynamics 365 is limited to the activities described above. Details are in the Phound Privacy Policy and Terms of Service. For data access or deletion requests, including under GDPR, write to support@phound.app.

Setup guide