Microsoft Dynamics 365 Ooma Office

Microsoft Dynamics 365 + Ooma Office Integrations

Put Microsoft Dynamics 365 + Ooma Office to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Microsoft Dynamics 365 and Ooma Office below — describe the exact one you want above and the Agent builds it on demand.

Microsoft Dynamics 365 + Ooma Office When a call ends in Ooma Office, save call duration and notes to Microsoft Dynamics 365 CRM.
Send text messages to newly created leads When a new lead is created in Microsoft Dynamics 365, automatically send a welcome SMS via Ooma Office to establish immediate contact. See details
Log inbound calls and missed calls in CRM When an inbound call or missed call occurs in Ooma Office, automatically log the activity on the contact's record in Microsoft Dynamics 365. See details
Dispatch text confirmations on won deals When a deal is won in Microsoft Dynamics 365, send an automated SMS via Ooma Office to confirm details with the client. See details

Browse the full workflow library →

Looking to achieve something else with Microsoft Dynamics 365 and Ooma Office?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Microsoft Dynamics 365 and Ooma Office

Everything Microsoft Dynamics 365 and Ooma Office can do inside a workflow — the triggers that start one and the actions that run when it fires.

Microsoft Dynamics 365 Explore Microsoft Dynamics 365 →

An enterprise customer relationship management platform that helps businesses manage sales, customer service, and marketing operations.

Knit's Integrations Agent builds Microsoft Dynamics 365's triggers and actions on demand — describe the automation in plain English and it writes and runs real code against Microsoft Dynamics 365's API.

Ooma Office Explore Ooma Office →

Ooma Office is a cloud-based business phone system offering virtual receptionist, voice calling, text messaging, and conference call solutions.

Triggers
New Call

Triggers when a new call occurs, such as a new incoming or outgoing call. Use filters to narrow by direction if needed.

Call Ended

Triggers when a call ends — typically after the caller or callee hangs up.

New Call Recording

Triggers when a new call recording is created.

New Failed SMS

Triggers when an SMS fails.

New Incoming Call

Triggers when a new incoming call occurs.

New Missed Call

Triggers when there is a new missed call.

Actions
Create Contact

Creates a new business contact

Send SMS

Sends a new SMS message with text provided by you

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FAQ

Common questions about Microsoft Dynamics 365 + Ooma Office

Is there a pre-built Microsoft Dynamics 365 + Ooma Office automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Microsoft Dynamics 365 and Ooma Office's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Microsoft Dynamics 365 or Ooma Office connector?

No. The Agent works whether or not Microsoft Dynamics 365 or Ooma Office already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting Microsoft Dynamics 365 and Ooma Office help track phone communications?

Inbound calls, text messages, and missed calls handled in Ooma Office can automatically log activities or update lead profiles directly inside Microsoft Dynamics 365.

Can I automate text message follow-ups when deal stages change?

Yes, updating a deal stage in Microsoft Dynamics 365 can prompt Ooma Office to send an automated SMS confirmation or message to the client.

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