AGenerate a URL from Microsoft Dynamics
To integrate Dynamics with Meetric, you need to generate a unique URL that links specific records (deals, accounts, or contacts).
How to Generate a URL for a Deal, Contact, or Account
Log in to Microsoft Dynamics.
Navigate to the record you want to integrate.
Go to Sales → Opportunities for deals.
Go to Contacts or Accounts for customer information.
Copy the URL from the address bar.
The URL will look something like this:
https://yourcompany.crm.dynamics.com/main.aspx?etc=2&id=xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx
Use this URL in Meetric:
When setting up the integration, paste the copied Dynamics URL in the relevant field.
This ensures that Meetric correctly links conversations to the corresponding Dynamics records.
Automatically generates concise summaries of key points from customer interactions as Video & Live, which saves time and ensures important details are captured
Comprehensive Data Integration
Adds notes, data, and recording links to the correct:
Contacts
Companies
Deals
Tickets
Ensures all relevant information is easily accessible within Dynamics
Deal Data Analysis
Fetches deal data from Dynamics for in-depth analysis Enables custom dashboard creation within Meetric
Meetric Dashboards
Provides actionable insights based on integrated Dynamics data Supports informed decision-making and strategy development
Technical Implementation
Utilizes Dynamics API with OAuth 2.0 authentication Secure access token management for API requests No storage of user passwords, enhancing security
Benefits
Improved data accuracy and completeness in Dynamics Time savings through automated note-taking and data entry Enhanced visibility into customer interactions and deal progress Data-driven insights to optimize sales and customer service strategies
By leveraging this integration, teams can focus more on building relationships and closing deals, while ensuring all critical information is captured and accessible within their Dynamics CRM.