An exact verified attendee email leads, strengthened by company, name, title and meeting context where available.
Teams to Dynamics 365
Turn Teams meeting notes into trusted Dynamics 365 updates.
WireSync ranks existing Dynamics 365 records before preparing follow-up. A verified external attendee email leads the match, supported by company domain, names and meeting context. WireSync shows the strongest match, explains why and follows your approval choice for the meeting note.
Confirm one strong existing record match and the approved note can be added to Dynamics; other close matches stay visible for Review.
Solo task capture and internal meetings stay with your team, while client notes move to the suitable business record you select.
A CRM note you can trust
Prepare the note once, then show why it belongs there.
The saved result shows the suggested Dynamics account, contact, opportunity, lead or case, a plain-English reason and other close matches. When you confirm a match, WireSync records that decision. With a live connection and your rules satisfied, WireSync adds the Note to that existing record once.
An exact verified attendee email leads. The meeting title, company domain and confirmed transcript context can strengthen the suggestion.
The strongest existing record and any credible alternatives stay visible, including the difference between an account and a live opportunity.
Use Review for every match or let one verified match move automatically. WireSync adds the Note once and keeps a clear record of the update.
Bring uncertain matches into Review.
Shared addresses, similar names and missing matches come to Review with the evidence visible. New account, contact, lead, case and opportunity creation stays within your established CRM process.
A confirmed update means the Note is in Dynamics.
Your verified Dynamics environment confirms that the Note was added once, then WireSync marks the CRM update complete. Your administrator connects the selected Dynamics environment and confirms it is ready.
Connect Dynamics 365 and put one meeting to work.
Choose a discovered Dynamics environment during signup, or connect one later through the same guided setup in Integrations.
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