Flo:One Now Fully Integrated with Microsoft Dynamics 365

Flo:One Now Fully Integrated with Microsoft Dynamics 365 – At No Extra Cost

At Flotek, we’re always pushing boundaries to make business communications smarter, faster, and more connected. That’s why we’re excited to announce a major milestone: Flo:One, our UCaaS Telephony platform, is now fully integrated with Microsoft Dynamics 365 — and it’s included in our Pro License at no additional cost.

This isn’t just a screen popup. It’s a full-featured integration designed to streamline workflows, enhance customer experience, and boost team productivity.

What’s Included in the Integration?

Here’s what you can expect from the Dynamics 365 + Flo:One experience:

Call Stamping

Every inbound and outbound call is automatically logged in Dynamics 365 with key details: time, duration, contact, and a direct link to the call recording stored securely on our portal.

Phonebook Sync

Enjoy a two-way sync between your CRM and Flo:One, so your PulseHD app (mobile and desktop) instantly identifies who’s calling.

Auto Record Popups

When a call comes in, Flo:One matches the number to the CRM record and pops it up instantly — giving your team quick access to customer info and improving response times.

Voicemail Notifications

Voicemails are logged directly to the CRM record, making it easy to track missed calls and follow up efficiently.

Call Feedback Logging

Capture the reason for each call — whether it’s a sales enquiry, support issue, or credit control — and log it straight into Dynamics.

Click to Dial

Speed up outbound calling with one-click dialling from CRM records. Perfect for sales and finance teams looking to increase call volumes and productivity.

Coming in 2026: AI-Powered Call Summaries

We’re working on AI-generated call summaries and transcriptions, automatically logged to CRM with actionable insights — helping teams stay on top of conversations and next steps.

More Than Just Dynamics

Flo:One doesn’t stop at Microsoft Dynamics. We also offer seamless integrations with a wide range of other CRMs, including:

• Capsule CRM

• Copper CRM

• Hubspot

• Intercom

• Pipedrive

• vTiger

• Zoho

• Vincere

• Bullhorn

• Dentally

Why It Matters

This integration is about more than convenience — it’s about empowering your teams to work smarter. With real-time data, instant access to customer records, and automated logging, your business can deliver faster service, better insights, and stronger customer relationships.

And the best part? It’s all included in our Pro License. No bolt-ons. No hidden fees. Just intelligent, integrated telephony.

Ready to see Flo:One in action?

Get in touch with our team today and discover how we’re transforming business communications.