Sherlock Calls
for Microsoft Dynamics 365
Your Dynamics 365 CRM holds the business context your call investigations are missing. Sherlock will surface it instantly — look up any caller, see their account tier and deal stage, all in plain English from Slack.
TL;DR — What this integration will do
- 1
Sherlock Calls will connect to your Dynamics 365 environment via Microsoft OAuth — read-only, no code changes, no Power Platform flows. Your team will get CRM context for every call investigation from Slack in under 2 minutes.
- 2
You will be able to ask 'Who is the Dynamics 365 contact behind this caller?' or 'What opportunities are linked to this account?' — and get sourced answers from live Dynamics data in under 5 seconds.
- 3
Sherlock will correlate Dynamics 365 contact, account, and opportunity data with your telephony provider call logs — giving enterprise operations teams the full business picture for every call.
Gartner Leader
CRM Magic Quadrant 2025
5.9%
Global CRM market share
0
Dynamics dashboards to navigate
About Microsoft Dynamics 365
What is Microsoft Dynamics 365?
Microsoft Dynamics 365 is the enterprise-grade CRM and ERP suite from Microsoft, named a Leader in the 2025 Gartner Magic Quadrant for CRM Customer Engagement Center and the Forrester Wave CRM Q1 2025. It holds 5.9% of the global CRM market — predominantly in large enterprises — and integrates natively with Microsoft 365, Teams, Azure, and the full Microsoft ecosystem.
About Sherlock Calls
What is Sherlock Calls?
Sherlock Calls is an AI call detective that lives in your Slack workspace. It connects to voice providers, CRMs, and ad platforms, then answers any question about your calls in plain English — in under 5 seconds, with no code, no new dashboards, and no SDK required. Think of it as a senior analyst always on call, inside the tools your team already uses.
Planned Setup
Connect Microsoft Dynamics 365 to Sherlock in 2 minutes — when it launches
No code, no webhooks, no new dashboards. Here's how setup will work.
- 1
Connect via Microsoft OAuth
Authorize Sherlock Calls with read-only access to your Dynamics 365 environment via Microsoft OAuth. No code, no Power Automate flows, and no Dynamics admin configuration required.
- 2
Add Sherlock to Slack
Install the Sherlock Calls Slack app to your workspace. Your enterprise operations team can ask Dynamics CRM questions from any Slack channel immediately.
- 3
Run your first enrichment query
Ask 'Who is the Dynamics 365 contact behind this phone number, and what's their account tier?' — Sherlock queries Dynamics and returns a sourced answer in under 5 seconds.
Future Use Cases
What teams will ask Sherlock about Microsoft Dynamics 365
- SC“Who is the Dynamics 365 contact behind the phone number that called our contact center today?”
- SC“What is the opportunity value and stage for the account that just called?”
- SC“Show me all Dynamics 365 contacts with failed calls in the last 7 days”
- SC“Find the account owner for this inbound caller and their recent activity timeline”
- SC“Which high-value Dynamics 365 opportunities have had no call activity in the last 30 days?”
Planned Features
What you'll be able to do with Microsoft Dynamics 365
Phone Number Lookup
Find the Dynamics 365 contact or lead behind any phone number instantly. See name, account, business unit, and opportunity pipeline — in under 5 seconds from Slack.
Opportunity Intelligence
Surface the Dynamics opportunity linked to any caller — value, stage, owner, and probability — giving your team full deal context for every call investigation.
Account Context
Retrieve the Dynamics 365 account behind any inbound call — industry, tier, parent account, and account manager — instantly from a Slack question.
Activity Timeline
View the Dynamics 365 activity timeline for any contact alongside live telephony data. Understand the full engagement history without navigating the CRM.
Contact & Lead Search
Search Dynamics contacts and leads by name, email, or phone. Build business context for any call in seconds — no Dynamics 365 login required.
Microsoft Ecosystem Correlation
Combine Dynamics 365 CRM data with Azure-native contact center data (Amazon Connect, Genesys) for enterprise-grade call investigations with full business context.
AI Tools
6 specialized tools, zero configuration
Sherlock will pick the right tool automatically. You just ask in plain English — the AI will know which APIs to call and how to correlate the results.
FAQ
Common questions about Sherlock + Microsoft Dynamics 365
How does Sherlock Calls connect to Microsoft Dynamics 365?
- Sherlock Calls connects to your Dynamics 365 environment via Microsoft OAuth with read-only access to contacts, leads, accounts, and opportunities. No code changes, no Power Automate flows, and no Dynamics admin configuration is required. Setup takes under 2 minutes.
Can Sherlock look up a Dynamics 365 contact by phone number?
- Yes. Sherlock Calls finds the Dynamics contact or lead for any phone number in under 5 seconds — returning name, account, deal stage, and activity history from a single Slack question.
Does Sherlock Calls work with Dynamics 365 Sales and Customer Service?
- Yes. Sherlock Calls can query data across Dynamics 365 Sales (contacts, leads, opportunities) and Customer Service (cases, accounts) modules in a single investigation.
What Dynamics 365 data can Sherlock Calls access?
- Sherlock can access Dynamics 365 contacts, leads, accounts, opportunities, and activity records. All data is queried in real time via the Dynamics 365 Web API — nothing is replicated or stored externally.
Is Sherlock Calls read-only on Dynamics 365?
- Yes. Sherlock accesses Dynamics 365 in read-only mode — it never creates records, modifies opportunities, or changes any CRM data. Your environment remains completely unaffected.
Be first when Microsoft Dynamics 365 launches
Leave your details and we'll notify you the moment the Microsoft Dynamics 365 integration goes live — plus early access and priority onboarding.
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