Microsoft Dynamics 365

Qualifier.ai + Microsoft Dynamics 365

Outbound built for the Microsoft stack

With Outlook sending, Teams notifications, and Dynamics 365 sync, Qualifier fits organizations that run on Microsoft end to end.

How it connects

1

Connect through your Microsoft account

Dynamics 365 connects with the same Microsoft authorization your organization already trusts, with IT in control.

2

Map to leads and contacts

Choose how interested prospects enter Dynamics: as leads for qualification or contacts on existing accounts.

3

Get notified where you work

Interested replies can ping your team in Microsoft Teams while the record is created in Dynamics with full context.

What syncs automatically

Leads or contacts created in Dynamics 365

Deduplication against existing accounts

Outreach history stored with the record

Optional Teams notifications on hot replies

Works alongside Outlook email sending

Frequently asked questions

Does it fit an IT-governed Microsoft environment?

Yes. Both mail sending and CRM sync use Microsoft's standard authorization flows, so IT can review, approve, and revoke access centrally.

Can replies notify us in Microsoft Teams?

Yes. Qualifier has a Teams app that can post interested replies and meeting bookings straight into your sales channel.

Leads or contacts: which should we choose?

Both are supported. Teams with a qualification step usually pick leads; teams selling into known accounts often prefer contacts.

Ready to automate your outbound?

Tell Qai who you want to reach, or book a demo with our team.

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