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Overview
The integration between Microsoft Dynamics 365 and MeetRecord synchronizes essential data, providing critical business insights and streamlining your sales operations. This integration enables you to view MS Dynamics's data directly within MeetRecord, offering a comprehensive overview of customer interactions and sales activities.
Microsoft Dynamics 365 to MeetRecord:
- Deal Stage Information: Sync deal stage information from Dynamics 365 to MeetRecord to track sales progress alongside customer interactions.
- Contact Sync: Automatically sync contacts involved in sales calls from to MeetRecord, ensuring all participants are accurately recorded.
- Account Sync: Keep your account information up-to-date across both platforms for seamless tracking and analysis.
- Activity Sync: Sync emails and sales activities from D into etRecord for a complete view of customer engagement
MeetRecord to Microsoft Dynamics 365 :
- Meeting Summary: Push meeting summaries from MeetRecord directly into Dynamics 365, keeping your sales team informed and up-to-date.
- Deal Summary: Sync detailed deal summaries from MeetRecord to Dynamics 365 for improved pipeline management.
- Deal Health Score: Transfer deal health scores from MeetRecord to Dynamics 365, helping prioritize deals based on their likelihood of closing.
- Meeting Score: Include meeting scores in Dynamics 365 to assess the effectiveness of each customer interaction.
- Meeting Link: Attach meeting links from MeetRecord to Dynamics 365 records for easy access.
How to Integrate Dynamics 365 CRM with MeetRecord
- Go to the Integrations page in your MeetRecord Settings.
- Click on the 'Connect' button under the Dynamics 365 CRM icon.
- You will be asked to enter the URL of your Dynamics 365 instance
- A new page will open to authorize the intgeration. Log in to your CRM account with the credntials
- That’s it! You’ll be redirected to the MeetRecord Integrations page, where Dynamics 365 CRM will now appear as "Connected."
Note: Ensure that the lead's contact details are present in Dynamics 365 CRM before the meeting. If MeetRecord cannot find a matching email for participants in Dynamics 365 CRM, meeting-to-deal mapping will not occur.
FAQs
- What is MeetRecord for Dynamics 365 CRM?
MeetRecord for Dynamics 365 CRM is a managed integration that allows you to access and utilize conversation data created by MeetRecord directly within Dynamics 365 CRM, providing a seamless integration experience.
- Why should I set up a Dynamics 365 CRM integration?
Integrating Dynamics 365 CRM with MeetRecord allows your team to search and analyze conversations based on Dynamics 365 CRM properties and enrich your Dynamics 365 CRM records by pushing conversation data from MeetRecord. This integration significantly enhances the quality and depth of your Dynamics 365 CRM data, making it more actionable and valuable for your sales processes.
- What permissions are required to connect Dynamics 365 CRM to MeetRecord?
To successfully connect Dynamics 365 CRM to MeetRecord, you must have Admin permissions in both platforms.
- Why should I set up an integration user?
We recommend using a dedicated integration user to maintain the stability of your connection. If the user who initially set up the integration is deactivated, the connection will be lost. By using a dedicated user, you ensure that the integration remains active and uninterrupted, preventing potential disruptions.
- Can I control what Dynamics 365 CRM data is imported into MeetRecord?
Yes, you have control over which Dynamics 365 CRM properties (both built-in and custom) are imported into MeetRecord. You can use the AI Docs feature to connect and manage custom CRM fields according to your specific needs.
- How does MeetRecord use Dynamics 365 CRM data?
MeetRecord leverages Dynamics 365 CRM data to analyze conversations, providing insights and enabling you to filter data across various MeetRecord pages, including the Search and Deals pages. This integration enhances your ability to make data-driven decisions by combining sales activity data with your CRM insights.
- Can I control which MeetRecord calls are exported to Dynamics 365 CRM?
Yes, once MeetRecord is integrated with Dynamics 365 CRM, calls will automatically be associated with the relevant deals and contacts. You can manage and delete these records directly from your Dynamics 365 CRM Dashboard as needed, giving you full control over what data is stored.
- What should I set up in Dynamics 365 CRM to enable MeetRecord to push call data?
To allow Meetrecord to push call data into Dynamics 365 CRM, follow the steps to authorize the connection in Dynamics 365 CRM and ensure that the API connection is established in MeetRecord's Integrations settings.
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