Architecture for Business Operations
Architecture for Business Operations
Archibo Teams Notes Connector
Turn Microsoft Teams Calls into CRM Intelligence — Without Extra Dynamics 365 Licenses
Your Teams users can log call notes directly into Dynamics 365 — without requiring a Dynamics license.
Reduce costs. Simplify onboarding. Centralize customer history.
Starting at €7 per user / month
THE REAL PROBLEM (SPEAK TO CIOs)
Are You Over-Licensing Dynamics 365 Just to Log Phone Calls?
Most organizations license full Dynamics 365 seats for contact center agents who only need to:
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Identify who is calling
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Write a short call note
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Log a phone activity
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Make the information visible in CRM
That’s an expensive way to document conversations.
For 200 agents, this can mean hundreds of thousands per year in unnecessary license costs.
And it gets worse:
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Complex CRM onboarding
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Security role management
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App module provisioning
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Training overhead
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Governance approvals
All just to capture call notes.
Archibo Teams Notes Connector
Archibo Teams Notes Connector connects Microsoft Teams PSTN calls directly to
Microsoft Dynamics 365.
When a call arrives:
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Caller number is automatically matched against
Dynamics 365
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Existing contact is identified instantly
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Teams user writes a note directly inside Teams
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Note is automatically synced to Dynamics 365
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Phone activity is logged and linked to the contact
No Dynamics 365 license required for the Teams user.
CRM users see the full call history in real time.
REAL CUSTOMER PAIN POINTS
WE SOLVE
License Cost Explosion
Stop paying full CRM licenses for users who only need call logging.
Keep Dynamics licenses for:
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Sales
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Service managers
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Power users
Use Teams-only licensing for:
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Call agents
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Temporary staff
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Seasonal teams
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Outsourced contact centers
Complex CRM Onboarding
Onboarding a Teams user takes minutes.
No CRM:
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Security role design
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App access configuration
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Module complexity
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Additional training burden
Scale faster. Deploy globally.
Data Black Holes
Without integration:
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Calls happen in Teams
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CRM never gets updated
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No traceability
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No compliance record
With Archibo Teams Notes Connector:
Every call becomes structured CRM knowledge.
No more lost conversations.
STRATEGIC ADVANTAGES
Improved CRM Data Quality
Automatic number matching reduces:
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Manual lookup errors
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Duplicate contacts
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Incorrect activity assignment
Your CRM becomes more reliable over time.
Compliance & Audit Trail
All notes are:
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Linked to authenticated users
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Stored centrally in Dynamics
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Fully auditable
Critical for regulated industries:
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Banking
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Insurance
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Healthcare
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Public sector
Zero Context Switching
Agents stay inside Microsoft Teams.
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No tab switching.
No CRM navigation.
No productivity loss.
Higher adoption. Better documentation.
Reduced Security Exposure
Teams users do not receive full CRM access.
You minimize:
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Data exposure
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Attack surface
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Governance complexity
Enterprise-ready architecture.
ROI CALCULATOR
How Much Can You Save?
Example scenario:
200 agents
Dynamics 365 license cost: €95 / user / month
Only 50 actually need full CRM access.
150 users can move to Teams-only + Archibo Teams Notes Connector.
Savings calculation:
150 × €95 = €14,250 per month avoided CRM cost
150 × €7 = €1,050 per month Connector cost
Net monthly savings: €13,200
Annual savings: €158,400
Your ROI can exceed 10x within the first year.
Quick ROI Formula
(Number of over-licensed users × CRM license cost)
– (Number of Teams users × €7)
If that number is positive — this product pays for
itself immediately.
Who Is This For?
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IT Managers optimizing Microsoft licensing
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CIO / CTO reducing total cost of ownership
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Contact Center Directors scaling operations
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Enterprises using Microsoft Teams + Dynamics 365
If you are running Teams telephony and Dynamics 365, this solution fits directly into your existing ecosystem.
Why Archibo?
Archibo specializes in Microsoft ecosystem integrations across:
Microsoft Teams
Dynamics 365
Azure
Power Platform