How to Connect Dynamics 365 to AI Meeting Coaching

Steps

1. 1

   Connect your Dynamics 365 instance

   Navigate to Settings > Integrations > Microsoft Dynamics in Demodesk. Authenticate with your Dynamics 365 admin credentials via OAuth. The connection supports both Dynamics 365 Online and on-premise environments.

2. 2

   Configure entity mapping

   Map Demodesk data to Dynamics 365 entities — Contacts, Accounts, Opportunities, and Activities. Standard fields are pre-mapped, and you can add custom entity mappings for your unique Dynamics configuration.

3. 3

   Enable automatic activity logging

   Turn on activity logging so every meeting, call, and email is recorded in Dynamics 365. AI-generated summaries are attached as notes to the correct contact and opportunity records.

4. 4

   Set up deal stage automation

   Configure rules that automatically update opportunity stages in Dynamics based on meeting outcomes. When discovery reveals strong qualification, the deal advances automatically.

5. 5

   Test the sync

   Run a test meeting and verify that the activity appears in Dynamics 365 with the correct contact association, AI summary, and deal stage update.

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