This guide covers steps to enable Microsoft Dynamics 365 integration for teams.
Pre-requisite
- Ensure you've completed the steps to integrate Microsoft Dymanics 365 integration for teams.
Related: How to integrate Microsoft Dynamics 365 with Fireflies
Steps to enable Microsoft Dynamics 365 integration for teams
If you're a workspace admin, you can activate the Microsoft Dynamics 365 integration for your entire team. Follow these steps to set it up:
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Once you’ve enabled the integration, click Team Options.
- A pop-up window will appear. By default, all team options are disabled.
Here’s how to use the toggles:
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Enable the Apply to entire workspace option to activate it for your team. Click Save to apply the changes.
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To prevent team members from setting up their own Microsoft Dynamics 365 integrations, enable the Restrict non-admin workspace member usage toggle and click Save.
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For complete control, turn on both toggles and click Save. This will enable Microsoft Dynamics 365 for everyone and block users from making private integrations.
Related: Learn about Fireflies x Microsoft Dynamics 365 CRM Integration
Hope this guide helped you to enable Microsoft Dynamics 365 integration for teams. If you've any questions about Fireflies contact us here.