Microsoft Dynamics 365

Your Dynamics 365 appointments,with the summary attached.

Connect Microsoft Dynamics 365 and Trale adds each meeting's summary to the matching appointment, turns its action items into Dynamics tasks, and keeps the attendees' contacts complete.

Demo with Fjordbygg AS

Fjordbygg AS · Today, 14:00 · 45 min

Summary

Brede wants the offer split into two phases, with the roof first. Phase one has an approved budget; phase two waits for the board in March.

Send the revised offer in two phases

Friday

Dynamics 365Appointment · Fjordbygg AS

Demo with Fjordbygg AS

Today, 14:00

Note from Trale

Brede wants the offer split into two phases, with the roof first. Phase one has an approved budget; phase two waits for the board in March.

Dynamics 365Task

Send the revised offer in two phases

TaskFriday

Regarding Fjordbygg AS

What Trale can keep up to date

Summaries on the appointment.
Added as a note on the Dynamics appointment with the same video link. The appointment itself, which your attendees see, is never changed.
ConnectionsCRM Synchronization
The full transcript, if you want it.
Added once as a note on the Dynamics appointment, right after the summary.
ConnectionsCRM Synchronization
Action items as Dynamics tasks.
Set regarding the attendee's open opportunity or account, or the contact when there is neither, with owner and due date.
ConnectionsCRM Synchronization
Contacts kept complete.
Empty names, phone numbers, job titles, cities and countries are filled in, contacts are linked to their account, and missing contacts are created only if you allow it.
ConnectionsCRM Synchronization
Better pre-meeting briefs.
The brief before your next meeting reads the opportunities, appointments, phone calls, tasks and notes in Dynamics.
SettingsPre-meeting Email
Deal updates and new deals to approve.
After a meeting, the Agent suggests new opportunities and changes to Est. revenue, Est. close date and Probability. Nothing changes until you approve.
Agents

Good to know

Is anything on by default?: No. Summaries, tasks and contacts each have a switch. They apply to every CRM you have connected.
Will it change the appointment?: No. The summary goes into a note on it, never into the invitation, and never twice.
Will it create appointments?: Not automatically. It fills in the appointment Dynamics already has for the video link.
Do changes in Dynamics come back?: No. Tasks go from Trale to Dynamics. Changes made in Dynamics stay there.

Three steps to connect

1
Connect Microsoft Dynamics 365.You
Sign in with your own Microsoft work account and pick your Dynamics environment.
Connections
2
Set it as your active CRM.You
Only needed if you have more than one CRM connected.
ConnectionsSet as active
3
Choose what syncs.You
Meeting summaries, tasks and contacts, each with its own switch.
ConnectionsCRM Synchronization

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