Archive Intel, an AI-powered communications compliance platform for financial institutions, has announced a new integration with Microsoft Dynamics 365, enabling automatic contact whitelisting for users across the Microsoft ecosystem. The integration enhances Archive Intel’s role as a centralized, enterprise-grade compliance system of record by streamlining mobile communications archiving and improving accuracy through AI-driven review. The new connection allows firms to automatically import and sync business contacts directly from Microsoft Dynamics 365, eliminating the need for manual whitelisting at the individual user level. This advancement supports compliant text-message archiving across iMessage and Android devices, ensuring organization-wide consistency and reducing compliance risk from oversight gaps. Microsoft Dynamics 365 is a cloud-based suite of AI-driven business applications that integrates enterprise resource planning (ERP), customer relationship management (CRM), and business intelligence (BI). By linking Archive Intel with Dynamics 365, firms gain a seamless, automated workflow for managing contacts and maintaining compliant communications records as client data evolves. “For regulated firms, consistency and accuracy across communication records are essential, yet manual whitelisting creates unnecessary risk and operational drag,” said Larry Shumbres, founder and CEO of Archive Intel. “This integration solves that challenge at scale. By automating contact sync from Microsoft Dynamics, we give firms a simple, reliable and efficient way to ensure compliant text archiving across every advisor and employee.” The integration supports Archive Intel’s broader strategy to unify compliance operations across the tools advisors already use. By pulling clean, centralized contact data directly from CRM systems or data lakes, Archive Intel’s AI-powered archiving, monitoring, and review capabilities operate with greater precision and minimal manual intervention. This reduces operational burden and strengthens compliance scalability. “Cleaner, centralized contact information allows our system to reduce false positives, accelerate review cycles and deliver a stronger, more scalable compliance foundation for every client we serve,” said Laura Kimble, CPO and head of AI at Archive Intel. “The quality of a firm’s data directly impacts the speed and accuracy of communications archival, while also protecting employee privacy by ensuring personal messages aren’t captured.” Administrators with Power Platform Administrator, Dynamics 365 Administrator, or Global Administrator roles can activate the integration via a secure OAuth 2.0 connection within their Archive Intel account. Firms can customize syncing schedules—daily, weekly, or on another cadence—to maintain continuous alignment with evolving client records. All imported contacts appear in the Organization Contacts tab, making them available across the entire platform. The Microsoft Dynamics 365 integration is now available at no additional cost to all Archive Intel clients. Archive Intel is an AI-powered compliance platform built specifically for the financial services industry. It helps institutions monitor, archive, and review communications and marketing content with speed and precision. The platform automates up to 85% of manual review tasks and reduces false positives by 99%, significantly improving oversight while lowering operational costs. Archive Intel supports text archiving from personal devices using business contact whitelisting, as well as social media, email, and AI-driven marketing review—all within a single, secure, audit-ready system.