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.
Related guides
- How to integrate Microsoft Dynamics 365 with Fireflies
- How to enable Microsoft Dynamics 365 integration for teams?
- How to use the Fireflies.ai x Microsoft Dynamics 365 CRM integration?