Automate CRM Updates with Microsoft Dynamics 365 and Fireflies.ai

Struggling to keep your CRM updated after every meeting? The Microsoft Dynamics 365 Integration with Fireflies.ai ensures that all your meeting notes, transcripts, participants, and action items are automatically captured and synced to the right records. Say goodbye to manual data entry and focus on building stronger relationships and closing deals.

Key Benefits

• Seamless Data Sync – Automatically log meeting summaries, transcripts, and action items into the relevant records in Microsoft Dynamics 365.
• Lead and Contact Creation – Instantly create new leads or contacts for meeting participants who are not already in your CRM.
• Effortless Note Mapping – Meeting notes are linked directly to opportunities, leads, and contacts, ensuring complete visibility.
• Automated Task Creation – Fireflies.ai detects action items discussed in meetings and converts them into tasks within Microsoft Dynamics 365, so nothing falls through the cracks.
• Improved Collaboration – Keep your team aligned by ensuring that all meeting insights are readily available within your CRM.

How to Integrate Microsoft Dynamics 365 with Fireflies.ai

Setting up the integration is simple. Once connected, Fireflies.ai will:

1. Sync meeting transcripts and summaries with contacts, leads, and opportunities.
2. Create new leads or contacts based on meeting participants.
3. Attach meeting notes to existing opportunities, helping your team track deal progress.
4. Generate tasks automatically from action items identified in meetings.

Get started today with our step-by-step guide and transform the way you manage CRM data.

Optimize Your Workflow with Fireflies.ai and Microsoft Dynamics 365

Stop spending time on manual CRM updates. With Fireflies.ai, every meeting is turned into actionable insights, keeping your CRM clean, organized, and up-to-date—without any extra effort.

For detailed setup instructions, visit our helpdesk guide.