Learn about Fireflies x Microsoft Dynamics 365 CRM Integration

Last updated: May 24, 2025

This guide explains how to integrate Microsoft Dynamics 365 CRM with Fireflies.

About the Fireflies.ai x Microsoft Dynamics 365 CRM integration

  • The Fireflies.ai x Microsoft Dynamics 365 integration allows users to automatically sync meeting data— notes, summaries, action items, tasks, and key insights—under the relevant Contacts, Leads, or Opportunities in Microsoft Dynamics 365 CRM.
  • If a contact doesn't already exist in Microsoft Dynamics 365, Fireflies can also automatically create a new Contact object or Lead object based on user settings.
  • Users can automatically create tasks in Microsoft Dynamics 365 based on key action items discussed in the meeting.

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