Dynamics 365 Integration

Dynamics 365 Connection

We use OAuth 2.0 via Microsoft Azure AD to securely connect with your Dynamics 365 environment. No API keys or credentials are needed — just authorize access through your Microsoft work account.

1. Navigate to Settings → Integrations
2. Find "Dynamics 365" in the integrations list
3. Click Connect
4. Enter your Dynamics 365 organization URL (e.g., https://yourorg.crm.dynamics.com)
5. Click Continue — you will be redirected to Microsoft to sign in
6. Log in with your Microsoft work account and grant access
7. You will be redirected back to EffiClose automatically
8. A setup wizard will open — walk through the steps to configure sync settings and meeting filters
9. The integration status will show as "Connected"

Setup Wizard

After authorizing the connection, a guided setup wizard walks you through six steps:

1. Authentication — Confirms your OAuth connection is active and your Dynamics 365 instance is reachable
2. Test Record — EffiClose creates a temporary test Contact in your Dynamics 365 environment to verify that permissions are configured correctly. This test record is cleaned up automatically.
3. Sync Settings — Choose which objects to sync and how fields are mapped
4. Meeting Filters — Configure which meetings should trigger CRM updates
5. Visibility — Control who on your team can see the integration and its synced data
6. Review & Activate — Review your configuration and activate the integration

Data Synchronization

Data syncs between the platform and Dynamics 365 automatically every 2 hours. Only records modified since the last sync are fetched, keeping the process fast and efficient.

Imported Objects:

We import the following Dynamics 365 objects, automatically resolving relationships between them:

• Contact: Syncs contacts matched by meeting participant email addresses, including first name, last name, email, phone number, job title, and company name
• Account: Imports accounts associated with your synced contacts, including name, email, phone, and website
• Opportunity: Imports open opportunities linked to your synced contacts, including name, estimated value, close probability, estimated close date, and sales stage
• Task: Imports open tasks associated with your synced contacts, including subject, description, due date, and priority level

What You Can Do After Setup

Once connected, EffiClose automatically enriches your Dynamics 365 CRM with meeting intelligence:

• Contact matching: Meeting participants are automatically matched to existing Dynamics 365 contacts by email. If no match is found, a new contact can be created with first name, last name, and email address.
• Meeting notes: After each meeting, a summary note is created as an Annotation and attached to the relevant contact. If the contact has an open opportunity, the note is attached to the opportunity as well. Note content includes the meeting summary, action items, and a link to the recording when available.
• Action items as tasks: Action items identified during meetings are created as Dynamics 365 tasks with priority levels (High, Normal, Low) and due dates, linked to the relevant contact.
• AI-powered suggestions: EffiClose uses AI to extract contacts, accounts, opportunities, tasks, and notes from your meeting content. Suggestions are presented for your review before being written to Dynamics 365.
• Re-sync past meetings: You can re-sync previously processed meetings to update Dynamics 365 with the latest data.

Troubleshooting

Connection issues:

• Try disconnecting and reconnecting the integration
• Make sure the Dynamics 365 organization URL you entered is correct and accessible (e.g., https://yourorg.crm.dynamics.com)
• Ensure the Microsoft account you used to authorize has a valid Dynamics 365 license and security role
• Check that your Azure AD tenant allows third-party OAuth connections
• A refresh token keeps the connection active — you should not need to re-authorize periodically

Sync errors:

• Disconnect and reconnect the integration
• Verify the authorized account has proper permissions for the synced objects (Contact, Account, Opportunity, Task)
• Review error messages in the integration status page

Permission issues:

• Ensure the authorized account has a Dynamics 365 security role with read and write access to Contacts, Accounts, Opportunities, Tasks, and Annotations
• Check security role assignments in Settings → Security → Users in your Dynamics 365 admin center
• If the setup wizard test record step fails, the account may be missing create permissions for Contacts
• Contact your Dynamics 365 administrator to verify role assignments if you are unsure about your permissions