How to enable Microsoft Dynamics 365 integration for teams?

Last updated: August 28, 2025

This guide covers steps to enable Microsoft Dynamics 365 integration for teams. 

Pre-requisite

  • Ensure you've completed the steps to integrate Microsoft Dymanics 365 integration for teams. 

Related: How to integrate Microsoft Dynamics 365 with Fireflies

Steps

Workspace admins can control how the Microsoft To Do integration works across their team with two options under Integration Scope:

  1. To set up team options, click on the 3 dots on your integration page

    Microsoft Dynamic 365 - team options.gif

  2. You will see a pop up with 2 Options, toggle on based on your preference and hit save

    Screenshot 2025-08-25 at 1.40.25 PM.png

    A. Apply to entire workspace

    Use this to auto-push action items from admin-accessible meetings to Microsoft To Do for the whole team.

    • Great for setting a shared config that covers everyone.

    • Only the admin’s meetings will be pushed.

    B. Restrict non-admin workspace member usage

    Block teammates from creating their own configs on top of the team-wide integration.

    • Keeps things centralized and clean.

    • Prevents conflicting setups by individual users.