NICE CXone  ×  Dynamics 365

Bring every NICE CXone call into Dynamics 365.

ProUCX's NICE CXone for Dynamics 365 connector puts the phone where your agents already work. Screen-pop the right record, click-to-dial, log every call automatically and capture wrap-up disposition — all inside the Dynamics 365 agent workspace, on Channel Integration Framework v2.

Built on Channel Integration Framework (CIF) v2 · Multi-tenant · Hosted on AWS with data residency in Australia, Singapore, the USA & Europe
NICE CXone call docked in the Dynamics 365 agent workspace with a screen-popped record
Connects the platforms you already run
NICE CXone Microsoft Dynamics 365

Connects your NICE CXone contact centre to Microsoft Dynamics 365 — screen-pop and logging in the agent workspace.

Why it matters

Stop switching between CXone and your CRM

Agents waste seconds every call hunting for the caller and copying notes between windows. ProUCX makes the CXone call and the Dynamics record one screen.

Faster handling

The right Contact or Account opens the instant the call connects — lower average handle time.

Nothing slips

Every call writes a phonecall activity automatically — complete timelines and reporting.

One workspace

Call control lives in the Dynamics 365 multi-session panel agents already use.

How it works

From inbound call to logged activity

1

Call arrives

NICE CXone routes the call. The connector reads the caller's number and matches it against your Dynamics records in real time.

2

Screen-pop

A single match opens the record; multiple matches show a picker; no match offers a pre-filled create form.

3

Talk & link

Click-to-dial outbound from D365 phone fields. The agent confirms the record to link to the call, per session.

4

Wrap-up

At after-call work the agent picks a disposition and adds notes; the phonecall activity is finalised.

5

Complete record

Every call is captured in the Dynamics timeline with disposition, notes and duration for reporting.

Dynamics 365 after-call work with disposition, notes and a logged phonecall activity for a NICE CXone call
Capabilities

Everything a contact-centre team expects — natively in D365

Screen-pop on match

Exact-match calls auto-open the Contact or Account and link it to the phonecall activity.

Multi-match picker

Several matches open a results view so the agent chooses the right person.

Create on no-match

Unknown numbers open a create form pre-filled with the caller ID.

Click-to-dial

Dial out from any Dynamics phone field through NICE CXone.

Disposition & notes

Configurable wrap-up codes plus free-text notes on the call timeline.

Automatic call logging

A phonecall activity is created on answer and finalised at wrap-up.

Multi-session context

The correct record links to the correct session with several calls open.

Per-tenant configuration

Search entities, match fields, dispositions and timing tuned per customer, no code.

Regional data residency

Hosted on AWS with data residency in Australia, Singapore, the USA and Europe.

See it on your own NICE CXone & Dynamics

Book a demo and we'll show a live CXone call screen-popping and logging inside Dynamics 365.

Book a demo

FAQ

Common questions

Does it work with Dynamics 365 CIF v2?

Yes — it runs as a CIF v2 channel provider inside the Customer Service workspace, driven by NICE CXone.

Are calls logged automatically?

Yes — inbound and outbound CXone calls become Dynamics phonecall activities with disposition, notes and duration.

Does inbound screen-pop the right record?

Yes — with single-match, multi-match picker and create-on-no-match handling.

Where is call data stored?

Call activities are written into your own Dynamics 365 organisation; ProUCX stores only per-tenant configuration, hosted on AWS (AU, SG, USA, EU).