Get started with Dialpad APIs & integrations

Go to App Marketplace
  • Small Business
  • Enterprise
  • Search
    • Contact us
    • (855) 342-5723
      Search

      (855) 342-5723

      International Numbers
      • 🇺🇸
        US: (855) 342-5723
        🇺🇸
        US: (855) 458-3392
      • 🇬🇧
        UK: +44 203-048-4377
        🇬🇧
        UK: +44 203-048-4377
      • 🇦🇺
        Australia: +61 260-581-007
        🇦🇺
        Australia: +61 260-581-007
      • 🇳🇿
        New Zealand: +64 9-886-8400
        🇳🇿
        New Zealand: +64 9-886-8400
      • 🇫🇷
        France: +33 9-71-07-61-50
        🇫🇷
        France: +33 9-71-07-61-50
      • 🇩🇪
        Germany: +49 3-080-098-5610
        🇩🇪
        Germany: +49 3-080-098-5610
      • 🇯🇵
        Japan: +81 050-1748-7711
        🇯🇵
        Japan: +81 050-1748-7711
    • Support
    • Login
Try free
  • Products
    Products

    CUSTOMER ENGAGEMENT

    • Ai-powered customer engagement Inbound & outbound sales and support
    • Ai Contact Center Omnichannel customer engagement
    • Ai Sales Ai-enabled sales outreach
    • Digital Messaging, web, and social channels
    • Self Service Ai virtual agents
    • Ai CSAT CSAT across 100% of interactions

    Business Communications

    • Ai-powered workspace Call, message, & meet in one app
    • Ai Voice Business phone system
    • Ai Messaging Chat & SMS
    • Ai Meetings Free video conferencing with Ai

    Platform

    • Ai-Powered Customer Intelligence Platform
    • Dialpad Ai
    • Trust & Privacy

    Open Ecosystem

    • App Marketplace
    • Integrations & APIs
    • Google
    • Microsoft Teams
    • Developers
  • Plans & Pricing
  • Solutions
    Solutions

    By Business Type

    • Small Business
    • Enterprise

    By Industry

    • Education
    • Healthcare
    • Real Estate
    • Technology
    • Professional Services
    • Legal
    • Retail
    • See all industries
  • Demo
  • Resources
    Resources
    • Customer Stories
    • Partners
    • Dialpad for Good
    • Phones & Devices
    • Resources Library
    • Blog
    • Events
    • Help Center
  • Search
  • Contact us
  • (855) 458-3392
    Search

    (855) 342-5723

    International Numbers
    • 🇺🇸
      US: (855) 342-5723
      🇺🇸
      US: (855) 458-3392
    • 🇬🇧
      UK: +44 203-048-4377
      🇬🇧
      UK: +44 203-048-4377
    • 🇦🇺
      Australia: +61 260-581-007
      🇦🇺
      Australia: +61 260-581-007
    • 🇳🇿
      New Zealand: +64 9-886-8400
      🇳🇿
      New Zealand: +64 9-886-8400
    • 🇫🇷
      France: +33 9-71-07-61-50
      🇫🇷
      France: +33 9-71-07-61-50
    • 🇩🇪
      Germany: +49 3-080-098-5610
      🇩🇪
      Germany: +49 3-080-098-5610
    • 🇯🇵
      Japan: +81 050-1748-7711
      🇯🇵
      Japan: +81 050-1748-7711
  • Support
  • Login
Try free

Try Dialpad free for 14 days

Sign up with Google Sign up with Microsoft
Sign up with email
Back to Dialpad App Store
Get it now
Get support

Microsoft 365 Integration

Am office365 ui 01 2x
Categories
  • Productivity
  • Collaboration
PUBLISHER
  • Dialpad
Products
  • Ai Voice

  • Ai Messaging

  • Ai Contact Center

Helpful Links
  • Setup guide
  • Overview
  • How to setup

Overview

Integrate Microsoft 365 and Dialpad to get the information you need to work more efficiently from your contacts, emails, and events, directly in your business phone system. Now you can skip the excessive clicking, toggling, and juggling while you’re on calls and have all the information you need right in front of you.

Key Features:

User Provisioning & SSO

  • Automatically provision (or de-provision) Microsoft users with Dialpad licenses
  • Authenticate user sign-in requests via SAML and allow users to login with SSO credentials

Contact Profiles

  • Connect your Microsoft email, docs, and calendar to Dialpad to automatically display shared emails, documents, and events with contacts within the Dialpad contact sidebar (available on desktop and mobile apps)

Directory Syncing

  • Sync your Microsoft directory to Dialpad to select which users you want to invite into Dialpad
  • Sync directory contacts into Dialpad (and vice versa) so contacts are up to date with name, email, or phone number changes

Calendar Presence

  • Connect your Microsoft calendar with Dialpad and Dialpad will automatically adjust your presence icon to reflect when you’re currently in a meeting

System Requirements:

  • Microsoft 365 integration is available on every Dialpad plan type including Ai Messaging, Sell, and Ai Contact Center.
  • Dialpad will require access to shared calendar events, documents, and emails as well as your Microsoft directory to enable the full functionality of this integration.
  • To learn more about those permissions, please visit our help center.

How to setup

Automatic Contact Syncing

After you log in and grant Dialpad access to your Microsoft contacts(you'll see the prompt in your contact's sidebar), your Outlook contacts will automatically start syncing with Dialpad.

That means that contacts created in Outlook are searchable and editable in Dialpad (and vice versa).

Shared Events

In order to see shared events, there needs to be an email address on file for your contact.

If you and your contact have any shared events, they'll be listed here. In addition, each event will display the event name, date, and time.

Click View Calendar to launch your calendar in a new window.

Shared Emails

In order to see shared emails, there needs to be an email address on file for your contact.

If you and your contact have any shared emails, they'll be listed here. Each email will display the subject line and date. Click on View All to launch your emails in a new window.

Emails are retroactive (so you'll see emails from before you had signed up for Dialpad).

Shared Docs

In order to see shared docs, there needs to be an email address on file for your contact.

If you and your Dialpad contact have shared any documents, they'll be listed here. We display the three most recent files including the title and date of upload (Microsoft 365).

Docs are retroactive (so you'll see docs from before you had signed up for Dialpad).

Keep in mind that 'shared' can mean either shared by you or shared with you. Click on View All to launch your shared documents in another window.

Calendar Presence

Connect your Microsoft 365 calendar to Dialpad and set it to "public" (within your organization) to have your presence reflect in Dialpad each time you're in a meeting.

Screen_Shot_2019-04-03_at_8.46.53_AM.png


Subscribe to our newsletter


Loading

Success

Thank you for subscribing!

Products
  • Phone System
  • Video Conferencing
  • Cloud Contact Center
  • Virtual Contact Center
  • VoIP Phone System
  • Enterprise Phone System
  • Small Business Phone
  • Phones & Devices
  • Chat & SMS
  • See All Products
Features
  • Artificial Intelligence
  • VoIP Services
  • Business Phone Number
  • Interactive Voice Response
  • Power Dialer
  • Contact Center Analytics
  • Virtual Receptionist
  • See Our Features
Pricing
  • Compare Plans
Platform
  • Ai-Powered Customer Intelligence Platform
  • Dialpad Ai
  • App Marketplace
  • Trust & Privacy
Solutions
  • Small Business
  • Enterprise
  • Education
  • Real Estate
  • Technology
  • Professional Services
  • Legal
  • Retail
Resources
  • Customer Stories
  • Dialpad for Good
  • Resource Library
  • Blog
  • Events
  • Help Center
  • Status Dashboard
  • Privacy Policy
  • Do Not Sell My Personal Information
Company
  • About Us
  • Leadership
  • Product Innovation
  • Careers
  • Partners
  • Press & Media
  • Reviews
  • Legal
  • Contact Us
Pricing
  • Compare Plans
Solutions
  • Small Business
  • Enterprise
  • Technology
  • Professional Services
  • Retail
  • Real Estate
  • Education
  • Legal
  • Financial Services
Dialpad Apps
  • Mac & Windows
  • Android
  • iOS (iPhone)
  • iOS (iPad)
  • Chrome Extension
CONTACT
© 2023 DIALPAD, INC.