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Microsoft Dynamics 365

This native integration between Praiz and Microsoft Dynamics 365 will save you time, you won't have to manually log calls or meeting notes anymore!

This integration is compatible with these versions of MS Dynamics 365:

Dynamics 365 Sales Professional
Dynamics 365 Sales Enterprise
Dynamics 365 Sales Premium
Microsoft Relationship Sales


What you can do with this integration:

log your Praiz recordings under the right Dynamics Contact

log the recording notes and AI-powered summary into a note

add a replay URL link into so you can replay your calls directly from MS Dynamics





1️⃣ Browse our CRM integrations

From the Settings tab, click on the tab CRM to configure our CRM integrations



2️⃣ Select the Microsoft Dynamics CRM integration

Click on See All Integrations
then select Microsoft Dynamics CRM



3️⃣ Dynamics Organisation URL

Paste your MS Organisation URL, it should look like https://orgxxxxxx.crm12.dynamics.com
Click on Save



4️⃣ Authorize Dynamics

Click on Authorize Dynamics


That's it 🎉

Updated on: 08/01/2024

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