MS Dynamics

Overview

Dynamics365 is a robust CRM and marketing automation platform designed to enhance your sales processes. By integrating Dynamics365 with Outdoo AI, you can easily capture and analyze customer conversations, ensuring that your team has access to critical insights that can drive better engagement and conversion. This integration brings together the power of Dynamics365’s lead management with Outdoo AI's advanced conversational intelligence.

🚧 Admin Assistance Required

For this integration, get your tech admin on the call.
Certain configuration steps may involve backend systems, API keys, or permission changes that need admin access.

What Can This Integration Do?

Real-Time Call Sync

Automatically capture and sync all your Dynamics365 call recordings into Outdoo AI for a unified view of customer interactions.

Deep Dive into Conversations

Access call transcripts and analyze key moments such as objections, follow-ups, and customer queries.

Enhanced Team Coaching

Use AI-driven coaching insights to assess sales performance and provide targeted feedback for continuous improvement.

Deal Health Monitoring

Track the progress of your deals by analyzing conversations and syncing key summaries back to Dynamics365 for better decision-making.

How to Integrate Dynamics365 with Outdoo AI

1. Access the Integrations Page: Log into your Outdoo AI account and navigate to the Integrations section.
2. Select Dynamics365: Scroll to the Dialers section and choose Dynamics365.
3. Connect Your Account: Click Connect and authorize the integration by logging into your Dynamics365 account.
4. Sync and Start Analyzing: Once connected, Outdoo AI will automatically start syncing your call recordings, allowing you to begin analyzing your conversations.

Pre-requisites

• Ensure that you have a Dynamics365 account with the necessary permissions to enable API integrations.
• Your Dynamics365 account must have access to call recording and management features

Permissions

The requested permissions asked by the Outdoo AI app for MS Dynamics365 CRM are as follows -

Access Common Data services - This is limited to the access the requested user has in the DynamicsCRM app.

Maintain Access to Data - This is to fetch the refresh_token to maintain access to the data in the CRM. This also providers the Read and Write access to the data within the CRM to update custom fields and notes (For Playbook feature use)

View your Basic Profile - This is required to fetch user details and used to map the deals of users to MR -- Dynamics CRM

Please note that all the read/write operations are limited to Dynamics CRM, and no other application/data is accessed via this permission.

Below images contain the permission scopes already approved by Microsoft for Dynamics CRM.

Image of permissions required by Outdoo AI below

Why Integrate?

The Outdoo AI and Dynamics365 integration empowers your team with data-driven insights that go beyond traditional CRM data. By merging conversational data with your sales pipeline, you’ll be able to enhance lead nurturing, improve sales coaching, and optimize your overall customer engagement strategy.

Need Help?

If you need assistance or have any questions, feel free to reach out to our support team at [email protected]