This guide gives an overview on how to integrate Microsoft Dynamics 365 with Fireflies.
Steps to integrate Microsoft Dynamics 365 with Fireflies
- From the Fireflies dashboard, navigate to Integrations.
Note: Ensure only one Fireflies account is connected to a single Microsoft Dynamics 365 account to avoid integration issues.
- In the search bar, type Microsoft Dynamics 365 and click it.
- Click Connect.
- Enter the URL of your Dynamics 365 environment.
- Click Authorize This Connector.
- You will be redirected to Microsoft to grant permissions to Fireflies. Once authorized, click Continue.
- The Contacts tab will open. By default, Fireflies will create a contact for any meeting participant that doesn't already exist in your Dynamics 365 CRM.
- If you prefer to create a Lead instead, enable the toggle against Create New Meeting Participant as a Microsoft Dynamics 365 Lead.
- Click Continue.
- The Opportunities will open.
- Enable the toggle against Attach Notes to Opportunities in Microsoft Dynamics 365 if you'd like Fireflies to automatically map meeting notes to open Opportunities linked to the meeting participant.
- Click Continue.
- Next, the Log Meeting Data to Existing Contacts/Leads section will open.
- By default, if the meeting participant doesn't already exist in Microsoft Dynamics 365, Fireflies automatically creates a new Contact or Lead against them based on your preference and logs the meeting data. If you want Fireflies to log meeting data only against existing participants in Dynamics 365, enable the Log Meeting Data to Existing Contacts/Leads toggle. When this is enabled, no new contacts will be created.
- Click Continue.
- Fireflies can automatically create tasks in Microsoft Dynamics 365 based on the action items identified during your meetings without manual input. To allow this, turn on the toggle against Create Tasks.
- Click Continue.
- Now, test the integration by clicking Click to Create Sample Meeting.
- You’ll see the integration details right under the tab.
- Once the test is successful, click Continue and finish the setup process.
- Next, click Complete to finish the setup.
- Your integration is now enabled.
How to disable the Microsoft Dynamics 365-Fireflies integration?
- Click Disable on the top right corner.
- Your Microsoft Dynamics 365 integration is now disabled. You’ll see a disabled icon under the Feature version. And the Disable button at the top right corner will change to Enable.
- To completely remove the integration, click Disconnect.
Note: Once disconnected, you must follow the setup steps again to reconnect later.
Related: Learn about Fireflies x Microsoft Dynamics 365 CRM Integration
Hope this article helped you to integrate Microsoft Dynamics 365 with Fireflies. If you have any other questions about using Fireflies, please contact us here.