How to integrate Microsoft Dynamics 365 with Fireflies
Last updated: March 11, 2026
How to Integrate Microsoft Dynamics 365 with Fireflies
Sync Fireflies meeting notes, participants, and tasks directly to Microsoft Dynamics 365 — so your CRM stays fresh, without manual copy-pasting.
Whether you’re in sales, customer success, or recruiting, this integration helps keep company records updated and action items tracked, using context from every call Fireflies captures.
🚀 What Can This Integration Do?
Once connected, Fireflies can:
✅ Push meeting transcripts, summaries, and action items directly into Microsoft Dynamics 365
✅ Log notes to the right contacts, leads, or opportunities automatically
✅ Create new contacts or leads from participants (if they don’t already exist)
✅ Create follow-up tasks directly in your CRM
✅ Apply smart rules to control which meetings get logged
This makes it easy to centralize insights and automate follow-ups across your workflows — all without lifting a finger.
🔧 Step-by-Step: Setting Up Microsoft Dynamics 365 + Fireflies
From your Fireflies dashboard, navigate to Integrations
Search for Microsoft Dynamics 365 and click it
2. Click Connect
Hit the Connect button on the Microsoft Dynamics 365 integration page
3. Enter Your Dynamics 365 Domain
A popup will ask for your Microsoft Dynamics 365 domain.
This is required for authentication.
✅ Where to find this:
Log into your Microsoft Dynamics 365 dashboard.
Then copy the base URL from your browser — it should look like:https://your-org.crm8.dynamics.com
Paste this URL in the field, then click Authorize to proceed.
⚙ Configuration Options
Once connected, you’ll be prompted to set up your first configuration. You can always edit, rename, or add more later.
🧩 1. Choose What Fireflies Should Do
You’ll see a list of toggles:
Contacts: Fireflies will auto-log meeting notes to matching contact records
Opportunities: Attach meeting notes to open Opportunities linked to the contact
Create new Leads: If a participant isn’t found, Fireflies can create a new Lead object
Log to existing only: Toggle this ON if you only want Fireflies to push data for existing contacts/leads (without creating new ones)
Create Tasks: Automatically generate tasks in Dynamics based on action items from the meeting
👉 Tip: Use Create Tasks to make sure action items never fall through the cracks.
🧪 2. (Optional) Test the Connection
Click Test Connection to run a sample meeting and verify everything’s working.
🎯 Add Integration Rules (Filters)
Want to limit what gets synced to Dynamics?
Click Additional Options to apply smart filters.
⚠ Integration Rules are available only on Business & Enterprise plans
You can filter meetings by:
Meeting Title
Host
Participants
Meeting Type (e.g., external or internal)
🧠 Example: Only push notes from meetings hosted by Alex that include “Client Demo” in the title.
These filters are stackable using AND/OR logic, so you can create very specific rules.
👥 Admin Setup for Teams (Workspace Admins Only)
Workspace admins can control how the Microsoft Dynamic 365 works across their team with two options under Integration Scope:
To set up team options, click on the 3 dots on your integration page
You will see a pop up with 2 Options, toggle on based on your preference and hit save
A. Apply to entire workspace
Use this to auto-push action items from admin-accessible meetings to Microsoft Dynamics 365 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.
✏ Managing Configurations
Once your config is saved:
You’ll see it listed under the “Configurations” tab
You can toggle it ON/OFF anytime
You can rename it — e.g., “Only Client Demos” or “Push Only to Open Opportunities”
You can add more configs using + Add Config (helpful if you want different rules per region, team, or workflow)
✅ Manually send meeting notes to Microsoft Dynamics 365
Prefer sending only certain meetings to Microsoft Dynamics 365? Fireflies also allows you to manually send meeting notes directly from the Notepad.
This is helpful when you want to review or edit notes first and then send only the relevant conversations to Dynamics 365 contacts or records—without setting up automation rules or configuration.
🔌 How to Disconnect or Pause
To pause syncing, toggle off your configuration
To fully remove the integration, click Disconnect from the top of the integration screen
✅ What Happens After Setup?
From now on, once a meeting ends:
Fireflies will automatically push transcripts, summaries, and action items to your CRM
Notes will appear under the appropriate Contact, Lead, or Opportunity
Tasks will be created if that setting was enabled
Everything happens behind the scenes — no manual work required.