Connect Microsoft Dynamics 365 with Praiz
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 🎉
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: 17/07/2024