It’s great to hear that you’ve explored Dynamics 365 Sales integration with Teams Calls and Conversation Intelligence! You’re right—it’s a powerful tool for sales teams. Here’s what you need to know about syncing calls and meetings from Teams into Dynamics 365.
Syncing Calls Made from the Teams App (Not the Dynamics 365 Dialer)
Currently, only calls made from the Dynamics 365 Sales dialer in Teams are automatically recorded, transcribed, and analyzed with Conversation Intelligence. However, for calls made directly from the Teams app, here are your options:
Automatic Capture with Microsoft Graph API (Advanced Setup)
- You can use Microsoft Graph API to capture and sync Teams call recordings and transcriptions into Dynamics 365.
- Requires custom development using Power Automate or an Azure Function.
Manual Logging via Teams Integration
- If you make a call in Teams (not via the D365 dialer), you can still manually log the call in Dynamics 365.
- You can do this via the Teams Sales app sidebar or Log Call feature in Dynamics 365.
Power Automate Workflow (Semi-Automatic)
- A Power Automate flow can capture call details from Teams and create a corresponding activity in Dynamics 365.
- However, transcriptions won’t sync automatically without additional custom development.
2. Syncing Teams Meetings (Transcriptions, Summaries, and Notes) into Dynamics 365
Microsoft recently enhanced Teams Meetings integration with Dynamics 365, but there are some limitations.
Teams Meetings Can Be Started from Dynamics 365
- You can schedule and start Teams meetings directly from Dynamics 365 Sales (within an Opportunity, Lead, or Contact).
Meeting Transcriptions & AI Summaries Are Possible
- If Conversation Intelligence is enabled, transcriptions and AI-generated summaries can be automatically attached to the meeting record in Dynamics 365.
- This works best when the meeting is scheduled via Dynamics 365.
Microsoft Copilot for Teams + Dynamics 365
- If you have Microsoft Copilot for Sales, AI-generated meeting summaries and insights can be automatically saved to Dynamics 365 after a Teams meeting.
Meetings Started Directly in Teams (Outside Dynamics 365) Won’t Auto-Sync
- If you start a random Teams meeting (not linked to a Dynamics 365 record), it won’t automatically sync with Dynamics 365 unless manually logged or captured via a custom Power Automate flow.
If you’re looking for full automation, the best option is to use Microsoft Copilot for Sales with Conversation Intelligence, as it enables automatic syncing of both calls and meetings with summaries.
For custom integrations, Microsoft Graph API + Power Automate can be used to capture calls/meetings made outside Dynamics 365 and log them into the system.
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