Automated Text Message Oversight, Powered by Microsoft Dynamics 365
Microsoft Dynamics 365 Integration for Text Archiving
Sync business contacts directly from Microsoft Dynamics to ensure audit-ready text message archiving — with no manual upkeep and zero gaps in oversight.
Why CRM sync matters for text archiving and oversight
Regulators expect firms to capture and retain all business-related client communication, including text messages sent from personal devices. But when contact lists are managed manually, it's easy to miss messages, introduce risk, or leave advisors exposed.
Archive Intel’s Microsoft Dynamics 365 integration closes that gap. By syncing client contact data automatically, your firm ensures every relevant text is archived without capturing personal conversations.
See how it works
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Connect in Minutes
Admins with Microsoft Dynamics or Power Platform roles activate the integration via secure OAuth 2.0 authentication inside Archive Intel. -
Set Your Sync Schedule
Choose daily, weekly, or custom sync timing to match your firm’s operational cadence. -
Automatic Contact Syncing
Client contacts are imported from Dynamics and automatically populate your Organization Contacts tab. -
Text Capture Begins Instantly
Messages with synced contacts are archived automatically — no second phones, apps, or manual whitelisting required.
Key Benefits
Real-Time Contact Syncing
Keep client contact lists up to date across your entire firm with continuous syncing from Microsoft Dynamics — no more manual exports or spreadsheets.
Audit-Ready Reporting
Maintain complete, timestamped communication records backed by Microsoft Dynamics data — ready for SEC or FINRA review at any time.
Reliable Text Archiving Across Devices
Ensure that every business text sent through iMessage, Android SMS, or WhatsApp is captured securely and consistently, even from personal devices.
Centralized, Admin-Level Control
Manage whitelisting policies across the entire organization — so compliance oversight is standardized and scalable, not dependent on individual user actions.
Secure, OAuth 2.0 Authentication
Connect Archive Intel and Microsoft Dynamics through a secure, admin-authorized OAuth workflow — no credentials stored, no risk to client data.
Frequently asked questions
What does Archive Intel's Microsoft Dynamics 365 integration do?
The integration automatically syncs business contact data from your Microsoft Dynamics CRM into Archive Intel, enabling compliant text message archiving without manual whitelisting. It ensures that any text sent to or from a known client contact is captured and stored — while personal messages remain private.
How does this help with text message compliance?
Regulators require all business communications to be archived, including texts. By syncing your client list from Microsoft Dynamics, you ensure that business texts — even those sent from personal devices — are automatically archived, minimizing the risk of missed messages or manual errors.
What types of messages are captured through this integration?
Messages exchanged with synced contacts are captured across supported text channels, including Apple iMessage, Android SMS, and WhatsApp. Only texts with approved business contacts are archived, helping your firm stay compliant without over-capturing or monitoring personal messages.
Do advisors need to manage contact whitelists themselves?
No. With the Microsoft Dynamics integration, contact syncing is managed centrally at the admin level. This reduces the burden on individual advisors and ensures consistency across the entire firm.
How is the integration secured?
The integration uses OAuth 2.0 for secure, token-based authentication. Admins authorize the connection without sharing login credentials, and all data is encrypted in transit and at rest in Archive Intel’s SOC 2 Type II certified environment.
Can we control how often contact data is synced?
Yes. You can configure contact sync schedules to run daily, weekly, or at a cadence that fits your firm’s operations. This flexibility helps ensure contact records stay current without disrupting workflows.
Will this integration work if we use other Microsoft products?
Yes. Archive Intel’s platform is built to support the broader Microsoft ecosystem. In addition to Dynamics 365 CRM, many firms also use Outlook 365, Microsoft Teams, or Power Platform — all of which are supported within our broader compliance suite.
Does the integration cost extra?
No. The Microsoft Dynamics 365 integration is included at no additional cost for Archive Intel clients.