The 10 best auto dialers for Dynamics

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The 10 best auto dialers for Dynamics

These are the 10 best auto dialers for Dynamics in 2025:

  1. Harmonix AI

  2. RingCentral for Dynamics 365

  3. PhoneBurner

  4. Aircall

  5. CloudCall

  6. Kixie PowerCall

  7. VanillaSoft

  8. Dialpad for Microsoft Dynamics

  9. Natterbox

  10. TCN

In an environment where every second counts, automating processes inside the CRM has become a priority. Auto dialers for Dynamics allow you to log activities such as calls, emails, and follow-up tasks instantly, without manual intervention.

This functionality saves time, reduces errors, and ensures that all critical information is logged from the very first contact.

Companies that still rely on a single communication channel, such as email or calls, face limitations in visibility and efficiency. Integrating all channels in a single environment completely changes the workflow.

WhatsApp, LinkedIn, calls, and email, when connected, allow you to act faster, gain more context, and make better decisions.

This omnichannel approach not only improves the user experience, it also provides more strategic data and eliminates unnecessary administrative tasks. The result is clear, teams that are more productive, agile, and focused on what truly matters.

In addition, there are tools that can be installed on top of any CRM without replacing it, making adoption easier without interruptions or large integration investments.

Next, we will explore in detail how this automation works, what benefits it brings to your daily operations, and how to turn your CRM into a more efficient and proactive system.

These are the 10 best auto dialers for Dynamics in 2025

1. Harmonix AI

Harmonix AI is much more than an auto dialer, it is an artificial intelligence tool designed to make users more productive, faster, and more efficient in their daily work with Dynamics.

It installs directly on top of any CRM, such as Dynamics, Salesforce, or SAP, without replacing it. This makes it a quick-to-implement solution, with no need for complex integrations or long training processes.

One of its biggest differentiators is omnichannel capability. Instead of depending on a single channel such as calls, emails, or WhatsApp, Harmonix allows you to integrate all of them in one place, centralizing information and automating its registration in the CRM.

The system automatically detects, logs, and summarizes each customer interaction: calls, emails, LinkedIn messages, or WhatsApp.

This not only saves time, but also provides key data for smarter, more context-based decisions.

In addition, the platform automatically suggests next steps, follow-up emails, and pending tasks, without the user having to remember what to do next.

Everything flows from a single interface, in real time.

What you can do with Harmonix AI

  • Automatically log calls and emails inside Dynamics.

  • Integrate all communication channels in a unified inbox (WhatsApp, calls, email, LinkedIn).

  • Get automatic summaries of accounts, opportunities, and contacts.

  • Automate follow-ups with AI-generated suggested emails and tasks.

  • Access from anywhere, thanks to its multi-platform accessibility.

Harmonix turns your CRM into a faster, more connected, and scalable environment. Ideal for sales, support, and customer service teams that want real efficiency without changing systems.

2. RingCentral for Dynamics 365

RingCentral is one of the most popular business communication solutions and offers a solid integration with Dynamics 365.

Its auto dialer allows you to make and receive calls directly from the CRM, improving sales team efficiency.

The tool stands out for its intuitive interface and its ability to automatically log calls, saving time and reducing follow-up errors.

It also synchronizes contacts and notes within Dynamics, making every conversation traceable.

Although its main focus is on calls, it does not offer complete omnichannel integration like other more advanced solutions.

3. PhoneBurner

PhoneBurner is ideal for sales teams that make high-volume calls.

Its integration with Dynamics allows you to auto-dial, log interactions, and automate follow-up emails, all from the same platform.

Its main advantage is speed: agents can make many more calls in less time, without losing quality in the contact.

It also allows you to create custom workflows and schedule automatic follow-ups depending on the customer’s response.

However, since it is mainly focused on telephony, it does not include other channels such as WhatsApp or LinkedIn, which can be limiting for multichannel strategies.

4. Aircall

Aircall has positioned itself as a modern auto dialer, with a clean design and effective integration with Dynamics 365.

It allows users to make calls with one click, automatically log activities, and link them to contacts, opportunities, or accounts.

It includes call queues, recording, and smart distribution, making it a robust option for support or sales teams.

It also integrates with external tools like Slack or Zendesk, although integration with other communication channels is still limited, restricting its omnichannel capacity.

5. CloudCall

CloudCall is a solution focused on improving communication between sales teams and their customers.

Its main strength is its direct integration with Dynamics, which allows calls, notes, and recordings to be logged automatically in the CRM.

A standout feature is the ability to listen to recorded calls directly from Dynamics, which is useful for quality control and training.

Although it offers some useful automations, its focus remains on telephone calls, so the lack of integration with other digital channels may be a factor to consider in more complex environments.

6. Kixie PowerCall

Kixie PowerCall is a tool designed for sales teams that need to dial faster, automate follow-ups, and keep a complete record inside Dynamics 365.

It stands out for its smart dialer, which prioritizes the most relevant leads, and for the option to send automated SMS as part of the contact sequence.

It also allows you to sync calls and notes directly in the CRM, saving the user time.

Although it offers advanced features, its integration with channels beyond phone and SMS is limited, so it does not reach the level of omnichannel capability that other solutions provide.

7. VanillaSoft

VanillaSoft is a highly valued option in B2B sales environments and teams that follow structured workflows.

Its auto dialer for Dynamics allows you to call, log, and schedule follow-ups without leaving the system.

One of its key advantages is its focus on managing cadences and prioritizing contacts, which improves team efficiency and ensures that no lead is left unattended.

However, its design may feel less modern and its functionality outside of the phone channel is reduced, which can limit its use in broader communication strategies.

8. Dialpad for Microsoft Dynamics

Dialpad combines telephony with artificial intelligence features, such as real-time call transcription and sentiment analysis.

Its integration with Dynamics allows each call to be automatically logged and linked to the customer’s history.

The platform also allows one-click calling, reviewing previous interactions, and scheduling follow-up tasks without leaving the CRM environment.

Although Dialpad is moving toward greater omnichannel capability, it currently focuses mainly on voice and text, without deep support for channels like WhatsApp or LinkedIn.

9. Natterbox

Natterbox is a cloud-native enterprise telephony solution that integrates deeply with Dynamics 365.

It allows users to call directly from the CRM, log activities, and analyze metrics in real time.

An interesting feature is its intelligent routing engine, which ensures that each call reaches the most suitable agent based on criteria defined by the company.

Despite its power in voice management, Natterbox does not offer multichannel features, which can be a limitation in environments where omnichannel experience is a priority.

10. TCN

TCN is mainly aimed at contact centers and collections teams, offering a robust auto dialer with features such as predictive routing, call recording, and detailed analytics.

Its integration with Dynamics allows each interaction to be linked to the corresponding contact and generate automated reports, improving visibility and tracking of each account.

It is an excellent option for high-volume operations, although it is not designed to integrate multiple communication channels, so its use is mainly limited to telephony.

What is an Auto Dialer for Dynamics?

An auto dialer for Dynamics is a tool that allows you to make calls automatically and log each interaction inside the CRM, without the user having to do it manually.

Its goal is to speed up the sales team’s work, reduce errors, and ensure more accurate follow-ups with each customer.

Instead of dialing number by number, the system automatically calls assigned contacts, detects if there is an answer, and records the result directly in Microsoft Dynamics.

Some even allow you to schedule follow-ups, send emails, or trigger new tasks depending on the call result.

This means that the sales team stops wasting time on repetitive tasks and can focus on what really matters: selling better and faster.

Choosing an automatic call dialer can make a significant difference in the efficiency of your sales team, ensuring smoother workflows and faster adoption of automation inside Dynamics.

Practical Example in a Sales Team

Imagine a team that uses Microsoft Dynamics to manage its sales opportunities.

Every day, agents have to call dozens of leads and manually log each interaction: whether they answered, what they said, when to do the next follow-up, etc.

With an auto dialer, calls are launched in sequence, and at the end of each one, the system automatically logs the activity, assigns a status to the contact, and generates a follow-up reminder if necessary.

The agent does not waste time between calls or updating fields manually.

In addition, if it integrates with other channels, such as WhatsApp or email, everything is centralized in the CRM.

The full history of each customer is available in one click, improving preparation and personalization in each contact and helping the team improve sales prospecting.

Why Your Company Needs an Auto Dialer for Dynamics

Implementing an auto dialer is a decision that transforms how your team works.

The time savings are immediate: manual tasks are eliminated, errors are reduced, and compliance with sales processes improves.

Automation also ensures that no lead is left uncontacted and that follow-ups happen at the right time.

This directly impacts the conversion rate and sales team efficiency.

Boost in Productivity and Speed

One of the main advantages is the agility in managing calls.

The team does not need to worry about manually logging details or updating the CRM after each contact.

Everything is recorded automatically, multiplying the speed of the sales process and allowing more time to close deals instead of updating systems.

Importance of Omnichannel Capability

Although calls remain key, companies no longer communicate through a single channel.

WhatsApp, email, video calls, and LinkedIn messages are part of everyday work for any sales team.

That is why the most complete solutions allow you to work with all these channels from a single platform, what is known as omnichannel.

This avoids switching from one app to another, improves interaction tracking, and creates a smoother experience for both the user and the customer.

Benefit of Full Context with Harmonix

This is where Harmonix AI stands out, as it not only acts as an auto dialer but also displays the entire interaction history directly in Dynamics: calls, emails, messages, and shared documents.

In addition, thanks to its artificial intelligence, it can summarize previous conversations, suggest next steps, and create automatic tasks based on customer behavior.

All this translates into more productive, faster users with key information always at hand.

And the best part is that Harmonix installs on top of any CRM, including Dynamics, without the need to replace it or develop large projects.

A practical, powerful solution, ready to scale any team’s productivity.

7 Main Benefits of Using an Auto Dialer in Dynamics

Incorporating an auto dialer into Microsoft Dynamics transforms how your team communicates, organizes, and sells.

Here are 7 key benefits that prove why this tool is a strategic investment for any company.

1. Accelerated Productivity Thanks to Automation

One of the greatest benefits is the elimination of repetitive tasks.

With an auto dialer, agents no longer have to manually dial, log calls, or schedule follow-ups one by one.

Everything happens in the background: calls are chained automatically, activities are logged in Dynamics, and agents can focus 100% on selling.

2. Real Omnichannel: Calls, WhatsApp, Email, and More

Most teams still operate with separate communication channels: calls from a switchboard, WhatsApp from a phone, and emails in Outlook.

With an auto dialer integrated into an omnichannel environment, you can manage all these interactions from a single platform.

This reduces operational chaos and ensures that no important message is left outside the CRM.

This capability not only improves efficiency but also enhances the customer experience, with fast and consistent responses from any channel.

3. Full Context in Every Customer Interaction

With each call or contact, the user accesses the entire customer history without searching through different tabs: past emails, WhatsApp conversations, meetings, or shared documents.

This ensures that every conversation is relevant, personalized, and results-driven, without depending on the salesperson’s memory or incomplete records.

4. Data Analysis for Better Decision-Making

Each logged call becomes another piece of data to analyze.

Auto dialers feed the CRM with structured information that allows you to detect patterns, measure results, and optimize processes.

With this visibility, leaders can understand which channels work best, which messages connect with customers, and where the sales process can improve.

5. AI-Generated Automatic Follow-Ups

Some systems include artificial intelligence capable of detecting the right time to follow up.

For example, after a missed call, the system can automatically schedule a new attempt or send a follow-up message.

This ensures that no potential customer is forgotten, and that sales flows move forward without depending on the team’s memory or discipline.

6. Multi-Platform Accessibility: Work From Anywhere

With access options from mobile devices, tablets, or laptops, users can make calls, check account status, and log activities in real time, wherever they are.

This flexibility is key for on-the-go teams, sales reps in meetings, or companies with hybrid work models.

7. More Sales and Better Closures in Less Time

Combining all the above, the result is clear: more efficiency, fewer errors, and more closed opportunities.

Teams can contact more leads in less time, with sharper messages and flawless follow-ups.

Automation and context ensure that every call adds value, and that the sales team has more time to focus on closing deals.

As a result, the ROI of Dynamics grows without needing to expand the team or make large technical developments.

3 Common Challenges When Implementing an Auto Dialer

Adding an auto dialer to Dynamics can be a big leap in efficiency, but it is not free of challenges.

Knowing these challenges allows you to anticipate them and make smarter adoption decisions.

1. Team Resistance to Change

One of the most common obstacles is resistance from sales or support teams.

Many users are used to their current methods, even if inefficient, and fear that a new tool will mean more work or more control.

To avoid this rejection, it is key to communicate benefits clearly and show how the tool reduces repetitive tasks and makes daily work easier.

The more practical and visible the value, the faster the adoption will be.

2. Integration With Existing Systems

Another common challenge is achieving smooth integration with the company’s current ecosystem, especially with the CRM and phone systems.

Some solutions require additional development or do not fit well with platforms like Dynamics 365.

That is why, before choosing software, it is essential to verify that the tool integrates natively or easily with existing systems, avoiding long and costly projects.

3. Need for Initial Training

Although many auto dialers are intuitive, every technological change requires a certain level of training.

The team needs to know how to use the tool, understand its functions, and adapt to new workflows.

A short but well-focused training can make the difference between successful adoption and an underused tool.

Also, technical support and clear documentation are key allies during this initial phase.

How to Choose the Right Software to Use With Dynamics

Selecting the right auto dialer is a strategic decision.

Not all solutions offer the same level of functionality or adapt equally well to Dynamics. Below are the most important criteria for making the best choice.

Scalability and Long-Term Support

Your company will grow, and with it, your team’s needs will too.

That is why it is vital that the software is scalable, meaning it works equally well with 5 or 500 users, and can adapt to changes in processes, structure, or workload.

Also, ensure you have reliable technical support, periodic updates, and a clear roadmap from the provider.

This guarantees it will not become obsolete in the medium term.

Level of Integration With Communication Channels

Today more than ever, omnichannel capability is essential.

If the auto dialer only manages calls, you will be leaving out a large part of customer communication: WhatsApp, email, LinkedIn, web chats, among others.

Choose a solution that centralizes all channels in one environment, and connects easily with Dynamics to automatically log all activity.

This not only improves efficiency but also provides more data for better decisions.

Ease of Use and Learning Curve

Finally, user experience is everything.

If the tool is complicated, unintuitive, or requires too many steps, teams will avoid using it or make mistakes.

Look for software with a clear interface, accessible from different devices, and easy to use in minutes, not weeks.

A good tool is one that feels like a natural extension of the workflow, not an extra burden.

Why Harmonix Is the Best Option for Dynamics

Harmonix AI was designed specifically to improve the performance of teams already working with a CRM like Dynamics, without needing to replace it or change its current structure.

This total compatibility makes it practical, quick to install, and extremely powerful.

Unlike other tools, Harmonix is not limited to managing calls. It integrates all communication channels in one place: phone calls, emails, WhatsApp messages, LinkedIn interactions, and even video calls.

This allows you to work with a unified inbox, where each customer conversation is automatically logged and linked to the Dynamics history.

The company moves from working with isolated channels to having a complete, clear, and organized view of every business relationship.

Integrated AI That Transforms Sales Management

One of Harmonix’s biggest differentiators is its built-in artificial intelligence.

This technology not only listens to and transcribes calls, it also summarizes conversations, suggests next steps, and generates tasks automatically, all inside the CRM.

In addition, the AI analyzes behavioral and content patterns to provide contextual recommendations that help users make faster, smarter decisions.

The result is a more agile, focused, and well-informed team.

This type of automation makes Harmonix a true productivity accelerator.

Users no longer need to think about what to do after each call or email, the system suggests it, logs it, and sets it in motion for them.

Real Example of Use With Dynamics

Imagine a sales team working daily with Dynamics to log leads, opportunities, and tasks.

Before using Harmonix, each agent had to manually log calls, write emails from scratch, and switch between WhatsApp, Outlook, and the CRM to stay updated.

With Harmonix installed, everything changes. Calls are made within the CRM, automatically recorded and transcribed, and at the end, the system suggests whether to send an email, schedule a meeting, or follow up.

If the contact responded via WhatsApp or sent a document, that content is centralized inside the customer record.

So when the agent interacts again, they have the full context ready, without needing to search across tools.

Thanks to this total integration, teams sell more and make fewer mistakes. Follow-ups are not forgotten, tasks are not duplicated, and decisions are based on better information.

The Most Complete Option Without Changing Your CRM

Harmonix does not require migration projects, custom development, or additional CRM licenses.

It installs directly on Dynamics, enhancing its features without altering its structure.

This not only saves time and money on implementation, but also accelerates adoption by the team, since the work environment remains the same, only smarter and more efficient.

In short, Harmonix is the best option for Dynamics because it offers real omnichannel capability, artificial intelligence applied to daily work, and seamless integration.

Everything you need to transform your CRM into a truly proactive, modern, and results-driven tool.

Frequently Asked Questions (FAQs)

How does an auto dialer help with sales analysis inside Dynamics?

An auto dialer not only makes calling easier, it also logs every interaction directly in the CRM.

This ensures that all sales team actions are captured in detail.

Thanks to this systematic logging, you can generate performance reports, identify bottlenecks, and analyze conversion rates with greater accuracy.

This gives sales and management teams full visibility into the sales process and allows them to adjust strategy based on real data.

What impact does it have on prospecting when working with Dynamics?

By automating calls and logging each contact, the team can prospect more in less time.

The burden of manually updating the CRM disappears, so reps can focus on talking to more leads, better prepared.

In addition, immediate access to the customer’s full history, notes, and past emails inside Dynamics improves conversation quality, making every interaction more relevant and effective from the first contact.

How does it guarantee data protection and GDPR compliance?

Professional auto dialing tools designed for corporate environments comply with the European GDPR regulation and ensure data protection.

This includes encrypted communications, access control to data, and consent management.

It is important to choose a solution that offers legal guarantees, clear data handling policies, and secure storage, especially if calls are recorded or sensitive personal data is handled inside the CRM.

Can I integrate WhatsApp and email along with the auto dialer in Dynamics?

Yes. The most complete solutions allow you to integrate channels such as WhatsApp, email, and calls within a single inbox, known as omnichannel.

This integration not only improves organization but also allows you to reply from a single environment, log each interaction in Dynamics, and build a complete history of every customer, regardless of which channel they used.

Can Harmonix be used from mobile to manage calls and customers in Dynamics?

Yes. Harmonix AI is accessible from mobile devices, allowing users to make calls, log activity, receive follow-up suggestions, and check customer history from anywhere.

This is especially useful for sales teams on the move, as the platform allows them to manage the entire customer relationship cycle without needing to be in front of a computer.

In addition, since it installs on top of the CRM, all information stays automatically synchronized.

Marc Gassó
15/9/25
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