Sembly + Microsoft Dynamics CRM
Boost meeting productivity with
Sembly’s Ai integration for Microsoft Dynamics CRM
Boost meeting productivity with
Sembly’s integration for Microsoft Dynamics
Automate Microsoft Dynamics with AI!
Sembly transforms meetings into actionable Microsoft Dynamics data, automating task updates, lead management, and follow-ups.
Boost sales efficiency, streamline workflows, and close deals faster—AI does the work, you get the results! 🚀
Sembly AI-Powered Microsoft Dynamics CRM Integration: Essential Features
Sembly will automatically send meeting notes to your Microsoft Dynamics CRM
Unlock the collaborative potential of Microsoft Dynamics CRM by integrating Sembly AI. Embed meeting notes directly into your CRM platform.
Streamline communication, centralize customer data, and foster a collaborative environment with ease. Transform your workflow – sync Sembly with Microsoft Dynamics CRM today!
Send AI recognized tasks after every meeting to Microsoft Dynamics
Instantly send meeting insights as enriched tasks. This will enhance communication, centralize critical insights and tasks, and maximize team efficiency.
Transform your collaboration – integrate Sembly with Microsoft Dynamics CRM and keep your team aligned with every meeting outcome.
Send, review, and store meeting transcriptions in Microsoft Dynamics
Take your teamwork to new heights with Sembly integrated into Microsoft Dynamics CRM.
Leverage Sembly’s transcriptions, improve communication, centralize project management, foster transparency, and increase productivity. Transform your collaboration today!
Control your meetings data flow with advanced filters
Streamline your workflow across various platforms with Sembly’s powerful filtering feature. Filter meeting insights by team, meeting type, organizer, and keywords, ensuring you focus on what matters most.
Sembly allows you to customize filters tailored to your team’s unique needs. Revolutionize your workflow – integrate Sembly’s automated meeting filtering and make every meeting count.
Semblian: The Add-On Advantage for Sembly AI + Microsoft Dynamics CRM Integration
Supercharge Microsoft Dynamics with Semblian Automations!
Streamline your CRM with AI-powered automation! Semblian captures key meeting insights, logs follow-ups, and updates Microsoft Dynamics automatically—keeping your sales pipeline organized and actionable.
No more manual data entry or missed opportunities. Semblian ensures every interaction is tracked, every lead is followed up, and your team stays focused on closing deals.
Microsoft Dynamics CRM AI Integration Process with Sembly
Go to ‘My Automations’ or ‘Workspace Automations’ page in the menu.
Setup your custom workflow easily with a simple wizard.
Sembly is ready to automatically send meeting data to your application.
Privacy & Security You Can Trust
Enterprise-grade security
Through rigorous security audits, secure data storage, employee audits, and compliance with all applicable regulatory requirements, we can ensure the security, stability, and reliability of our platform.
Compliance & privacy
Sembly was created with a strong focus on privacy and security that scales to any size organization. Sembly is GDPR compliant and SOC 2 Type II certified. Sembly is officially SOC 2 compliant as of August 11, 2022.
We DO NOT use audio, video, or text data from Enterprise Plan customers for model training. Other plans can manage this with opt-out settings.
Any PII shared with us is used ONLY to provide service features such as account registration and access to service, not for any other purpose.
We NEVER share content outside of our organization other than with specified subprocessors.
Browse all Sembly integrations
Send meeting notes, tasks and transcriptions to apps you use every day.
FAQs About Microsoft Dynamics CRM Automation with Sembly
Does Microsoft Dynamics use AI for automation?
Yes! Microsoft Dynamics AI integration enhances CRM and ERP workflows by automating repetitive tasks, improving task updates, and streamlining sales and customer relationship management. AI-driven automation helps businesses focus on data-driven strategies while reducing manual work.
How do I connect Sembly AI with Microsoft Dynamics?
Setting up Microsoft Dynamics AI implementation with Sembly AI is simple:
1️⃣ Open Microsoft Dynamics and navigate to the Integrations section.
2️⃣ Select Sembly AI and authorize the connection.
3️⃣ Enable Microsoft Dynamics automations to sync customer interactions, sales tasks, and team workflows.
4️⃣ Customize automation settings to enhance efficiency and optimize CRM processes.
What Microsoft Dynamics features work better with Sembly AI?
With Microsoft Dynamics automations, Sembly AI enhances several key CRM and ERP functionalities:
✅ Automated Lead & Sales Tracking → AI helps capture and organize lead interactions.
✅ Task Prioritization & Updates → AI optimizes task progress and ensures follow-ups happen on time.
✅ Sales Meeting Insights → AI-generated summaries keep teams aligned on action points.
✅ Marketing Automation → AI enhances content creation and campaign tracking.
✅ Workflow & Customer Experience Optimization → AI-driven efficiency improves service delivery.
How does Sembly AI ensure security when integrated with Microsoft Dynamics?
Sembly AI prioritizes security by implementing data encryption, role-based access controls, and compliance with global security standards, ensuring that your business data remains protected while benefiting from AI-powered efficiency.
How fast can I integrate Sembly AI with Microsoft Dynamics?
The integration process is quick and seamless. Within minutes, you can connect Sembly AI with Microsoft Dynamics automations, enabling AI-powered task activity tracking and improving business operations.
How do I check if my Microsoft Dynamics account is AI-ready?
To enable Microsoft Dynamics AI, ensure your account has integration permissions activated. Once connected, Sembly AI enhances task automation software, improving team collaboration, workflow automation, and customer data analysis.
Can Sembly AI integrate with other Microsoft Dynamics-connected tools?
Yes! Sembly AI seamlessly works with Microsoft Dynamics automations, allowing users to sync AI-powered updates with marketing tools, ERP systems, and content generation platforms—creating a more efficient business management ecosystem.
Does Sembly AI improve CRM and task management efficiency in Microsoft Dynamics?
Absolutely! Microsoft Dynamics AI implementation eliminates manual data entry, enhances customer interactions, and streamlines team tasks. AI ensures businesses can focus on human creativity and strategy while automating routine processes.
- Multi-meeting chats
- AI Insights
- AI Artifacts
