How to use the Fireflies.ai x Microsoft Dynamics 365 CRM integration?

This guide covers steps to view meeting notes logged in your Microsoft Dynamics 365 CRM. 

Pre requisite

• Ensure you've completed the steps to integrate Fireflies with Microsoft Dynamics 365 CRM. 

Related: How to integrate Microsoft Dynamics 365 with Fireflies

How Fireflies x Microsoft Dynamics 365 CRM integration works

Once the integration is active, Fireflies will sync meeting data to your CRM, including notes and action items. Here’s how it works:

• Fireflies identifies meeting participants from the invite and matches their email addresses with records in Microsoft Dynamics 365.

• After each meeting, Fireflies automatically logs the meeting data—meeting title, transcript, audio duration, meeting overview, shorthand bullet point notes, action items, keywords, and a summary—under the relevant contact, lead, or opportunity.

• If a participant doesn’t exist in Dynamics 365, Fireflies creates a new Contact or Lead and maps the meeting notes to their profile.

1. Viewing meeting notes

To access the meeting notes in Microsoft Dynamics 365, follow these steps:

1. Go to your dashboard.

2. Navigate to Contacts, Leads, or Opportunities based on your integration settings. 

3. In this case, we have chosen Leads.

4. Click on the participant’s name to open their profile.

5. Scroll down, and you will find a detailed history of all interactions—meeting notes, including transcripts and action items, automatically logged and organized chronologically against the object.

2. How to view tasks

Action items identified by Fireflies during the meeting will appear as tasks in the Tasks section. These tasks are linked to the relevant contact, lead, or opportunity, ensuring that all follow-up actions are captured.

To view and manage them, Click Tasks on the Dynamics 365 main dashboard.

Related: Learn about Fireflies x Microsoft Dynamics 365 CRM Integration