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Microsoft Dynamics 365
8x8

Connect 8x8 to Microsoft Dynamics 365

Trigger an automatic workflow in Microsoft Dynamics 365 the moment something happens in 8x8. Commercient Pulse handles the handoff in real time.

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Most popular 8×8 + Microsoft Dynamics 365 Pulses

Microsoft Dynamics 365
8x8
When a voicemail is left in 8x8, Pulse automatically creates a new Opportunity in Microsoft Dynamics 365.
Microsoft Dynamics 365
8x8
When a call is missed in 8x8, Pulse automatically creates a new Opportunity in Microsoft Dynamics 365.
Microsoft Dynamics 365
8x8
When a new SMS is received in 8x8, Pulse automatically creates a new Opportunity in Microsoft Dynamics 365.
Microsoft Dynamics 365
8x8
When a new Opportunity is created in Microsoft Dynamics 365, Pulse automatically sends a new Call in 8x8.
Microsoft Dynamics 365
8x8
When an Opportunity's stage changes in Microsoft Dynamics 365, Pulse automatically sends a new Call in 8x8.
Microsoft Dynamics 365
8x8
When a new Lead is added in Microsoft Dynamics 365, Pulse automatically sends a new Call in 8x8.
*Pulses may vary based on your platform specifications

Why Commercient?

With Commercient, you can automate everything from a single webhook trigger to complex, multi-system event flows.

Call automation

When a call ends in 8x8, Pulse fires instantly and creates a new Opportunity in Microsoft Dynamics 365, so your team can act the moment it happens instead of waiting for someone to notice and follow up by hand.

Opportunity automation

When a new Lead is added in Microsoft Dynamics 365, Pulse automatically triggers the matching action in 8x8, so someone doesn't have to do it manually. It can send a new Call the moment the event fires.

8x8 → Microsoft Dynamics 365 alerts

Because each Pulse workflow is a single, one-way trigger, you can wire up exactly the alert you need. For example, notify the right person the instant a call is missed in 8x8, without waiting on a scheduled batch job.

Microsoft Dynamics 365 → 8x8 alerts

The same pattern works in reverse as its own independent workflow. Set up a second Pulse trigger so that a new Opportunity is created in Microsoft Dynamics 365 kicks off its own automatic action back in 8x8.

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See why more customers are choosing Commercient than any other solution

Commercient gets the SYSPRO data to our sales team as quickly as possible. So they’re armed with information when they’re looking at leads and opportunities in Salesforce.

Virgilio Felix
Chief Operating Officer at Café Spice

We had an odd ERP system, and Commercient were one of the few that were able to really support it well.

Todd Brown
Director of Lab Products and Electronic Materials at Polysciences

The sales guys on the US side were so impressed with how we’ve been doing this that now our Netherlands office wants the same sort of feel and the same efficiency on their team.

Vashti Ramgoolam
Director of Sales Administration at AudioQuest

We have inventory, buy/sell pricing, and customer details all synced over to Salesforce.. so Commercient definitely helps us.

Andrew Williams
General Manager at Maxijet Australia
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Make work flow with Commercient agents

Level up your 8x8 to Microsoft Dynamics 365 integration with Agentic AI. Securely extract, summarize, and transform your integration data.

About 8x8

8x8 is a communication platform used for messaging, calls and team collaboration.

About Microsoft Dynamics 365

Microsoft Dynamics 365 is a CRM platform used to manage contacts, deals and sales pipelines.

What customers have to say

Excellent 4.8 416 reviews

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Verified G2 user

★★★★★

Integrating Salesforce and NAV

Purchased the integration for our company with multiple sites over the globe. The integration worked well and allowed geographically distant members of staff access to information without having to access the ERP or to take the time of administration staff by requesting reports. Salesforce does not "Sync" with Ms Dynamics, with a sales team all over the globe we need a solution to integrate sales and customer…

HEULE Precision Tools

★★★★★

We sought a solution to sync data from Epicor Prophet 21 to Zoho CRM and found our answer in Commercient. The setup process, led by Matt Fischer, was straightforward and trouble-free, and we've been enjoying seamless data synchronization for about 8 months now. I would highly recommend Commercient since it has significantly improved our internal sales team's accessibility to order information on the go.

Darrell Green

★★★★★

With Commercient's help, we've been able to seamlessly integrate our CRM's, allowing for smooth information transfer between Acumatica and Zoho. The team, especially Lynnette and Fernando, has been exceptional in ensuring all our issues are resolved. I would highly recommend Commercient for their tremendous support and ability to effectively cross-integrate our CRM's.

Jon Chouinard

★★★★★

Great tool to sync your ERP and CRM

Rob Mogolov

★★★★★

Before partnering with Commercient, we were juggling two different systems to manage our business - INFOR for ERP and ZOHO for CRM. Commercient seamlessly linked these systems, improving our reporting efficiency and providing greater visibility for our sales team.

Jon C.

★★★★★

ERP Sync review

It has worked great for many years and have used it for at least 8 years. This works in the background and updates our CRM daily. Allows us to not do double entry of data. We are able to bring in inventory data along with product information easily to our CRM.

Verified G2 user

★★★★★

Effortless ERP-to-CRM Connection That Streamlines Internal Processes

Easily connects our ERP to the CRM to make internal processes easy. It allows us to not do double efforts in entering data

Verified G2 user

★★★★★

ERP and CRM Integrations

Communication - their team is very clear about needs, goals and outcomes High - we could not complete the process without them Commercient is working with us to integrate our ERP information into our CRM, giving us broader visibility into performance, inventory, and other key details across the organization.

Shane Merritt

★★★★★

We've been using Commercient to sync our ERP and CRM data since 2017. For us, it really was set it and forget it. The team helped us with the initial set up and now the information syncs effortlessly. I definitely recommend Commercient. We save so much time!

Chris Newville

★★★★★

We migrated from Sage 100 to X3 in 2018. Commercient has been instrumental to merging data from X3 to Salesforce. We've built detailed sales reports and living dashboards so our sales team can keep track of order entry, purchase orders, invoices, payments, and commissions.

Clark, D.

★★★★★

Workflow complete!

Santiago and his team were great and very instrumental in helping me set up a workflow for our members. I couldn't have done it without them!

Verified G2 user

★★★★★

Eliminates Double Syncing and Manual Data Entry—A Huge Time-Saver

A major benefit is that the integration eliminates double syncing and reduces the need for manual data entry, which saves time and greatly lowers the risk of human error. As PMI, our significant challenge was ensuring Salesforce & Quickbooks Desktop remained in sync. Thankfully, Commercient's automation drastically reduced our manual data entry time and heightened our accuracy, effectively resolving our…

Christopher Mundey

★★★★★

As PMI, our significant challenge was ensuring Salesforce & Quickbooks Desktop remained in sync. Thankfully, Commercient's automation drastically reduced our manual data entry time and heightened our accuracy.

Verified G2 user

★★★★★

ERP Insights Seamlessly Integrated into Our CRM

Bringing access and insight of our ERP system into our CRM. Monitoring realtime company wide performance.

Nick N.

★★★★★

Great product

Fantastic!! Once we were live, it's been a great experience and one I'd happily recommend to anyone. It works fantastically well, it's a great product and helps our Finance team in their day to day operations.

Frequently asked questions (FAQs)

A Pulse workflow starts from a specific event in 8x8, such as a call ends, and runs a single defined action in Microsoft Dynamics 365 each time that event fires. Exact triggers and actions are configured per workflow.

Yes. Pulse listens for the event in 8x8 and pushes the update to Microsoft Dynamics 365 as soon as it happens, rather than waiting for a scheduled batch sync. Typical delivery is near-instant, depending on the source platform's webhook or event support.

Yes, though it runs as a separate one-way workflow in the other direction. Commercient can set up a second Pulse trigger so that when a new Lead is added in Microsoft Dynamics 365, the update flows back into 8x8 automatically.

Pulse workflows are event-driven, so they react as soon as 8x8 emits the triggering event. Reaction time is typically within seconds, depending on how quickly 8x8 delivers the event.

No. Pulse workflows are configured, not coded. Commercient sets up the trigger in 8x8 and the matching action in Microsoft Dynamics 365 for you, so no in-house development work is required.
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Commercient is an AI-first software company based in Atlanta, that connects ERP, CRM, eCommerce, and related systems through its cloud-hosted integration platform, with reusable templates and AI-assisted tools.
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