With the Meetric integration, you can automatically send AI-generated meeting summaries from Meetric to Microsoft Dynamics 365. Each summary is added as a Note (Annotation) on the matching Contact and, when possible, also on the matching Account (Company) — allowing your team to review insights directly within Dynamics.
Getting Started
Prerequisites
A Dynamics 365 user with authority to authorize apps via OAuth.
Access to Meetric with permissions to manage integrations.
Best Practice: Ensure Contacts in Dynamics have an email (primary) and/or phone number set for accurate matching.
Connect Dynamics 365 and Meetric
Retrieve your Domain: Open Dynamics 365 and navigate to any Contact or Account. Copy the URL from your browser (e.g.,
https://yourcompany.crm.dynamics.com/).You can paste the full URL into Meetric; the system will extract the domain automatically.
Open Meetric: Go to Settings → Integrations → Dynamics 365.
Configure: Paste your Dynamics domain or the full record URL into the required field and click Confirm.
Authorize: You will be redirected to Microsoft to sign in and approve permissions. Once finished, return to Meetric to confirm the status shows as Connected.
Optional: Match AI Summary to the Meeting
On the Dynamics 365 integration card in Meetric, you can enable: "Match AI summary to the meeting if possible."
What this does: Meetric will attempt to attach the AI summary directly to the matching Dynamics Calendar appointment.
How it works: Meetric searches for a Dynamics appointment that matches the meeting join URL (video link) and the start time.
Note: This is a best-effort feature. If no matching appointment is found, Meetric will still attach the notes to the Contact and Account as usual.
How it Works
The Sync Process
Meeting: Conduct your meeting or call in Meetric.
Processing: Meetric generates the AI summary (typically within a few minutes).
Matching & Linking: Meetric identifies the correct records and creates Notes (Annotations) containing:
Meeting name and participant list (presenter + attendees).
A link to the recording and transcript in Meetric.
Manual notes and the full, HTML-formatted AI summary.
Using the Integration
Where to find summaries in Dynamics
On a Contact: Open the Contact → Notes / Timeline → Expand the Meetric note.
On an Account: Open the Account → Notes / Timeline → Expand the Meetric note.
On a Calendar Appointment: (If enabled) Open the Appointment → Look for the attached Note/Annotation.
Data Mapping
Contact & Account Matching
Primary (Email): Matches against the Dynamics field
emailaddress1.Fallback (Phone): Matches against Dynamics fields
mobilephoneortelephone1.Account Lookup: Meetric identifies the Account by looking up the company relationship connected to the matched contact.
Troubleshooting
No note appears: Confirm the summary is finished, verify the contact exists with the correct email/phone, and ensure the connected Dynamics user has permission to create Notes.
Note on Contact but not Account: Ensure the Contact is properly associated with an Account in Dynamics.
Appointment note missing: Confirm the Dynamics appointment contains the correct online meeting join URL and matches the meeting time.
Connection issues: If the sync stops, Disconnect and Reconnect in Meetric to refresh the OAuth token.
What to send to Support
Meetric session link/ID.
Your Dynamics domain (e.g.,
yourcompany.crm.dynamics.com).1–2 participant emails/phones expected to match.
Links to the Dynamics Contact/Account where you expected the note.
Disconnecting
If you wish to stop the synchronization between Meetric and Dynamics 365, follow these steps:
In Meetric: Navigate to Settings →Integrations → Dynamics 365.
Disconnect: Click the Disconnect button to revoke access and stop further syncing.
Historical Data:
Any notes (Annotations) already created in Dynamics 365 will remain as historical records; they are not deleted if you disconnect the integration.
Security & Privacy
We take data protection seriously. The integration is built with the following security measures:
OAuth 2.0 Authentication: Meetric connects to your environment via Microsoft’s official OAuth 2.0 protocol. This ensures that Meetric never sees or stores your Dynamics password.
Secure Token Management: Access tokens are encrypted and stored in a secure environment to prevent unauthorized access.
Encrypted Communication: Every request sent between Meetric and Microsoft Dynamics 365 is protected using HTTPS encryption for data in transit.
Data Sovereignty: * Dynamics 365 stores the text-based AI summary and a direct link to the session.
Meetric remains the sole host for your meeting recordings and transcripts; these are never transferred to or stored within Microsoft Dynamics.
Generate 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.