CRM

Dynamics 360

4,9 bei G2

4,9 bei Trustpilot

4,9 bei Google

Schalten Sie die Integration mit einem Klick ein

Go to Noota's Integration interface and connect to your Dynamics account.

Define your custom summary structure if you haven't already, to keep only the important details of your meeting.

Automatisierte Deal- und Kontakterstellung

Use the Noota bot, extension or recorder to capture your meetings and calls (sales, team...).

Noota automatically identifies and creates a contact and opportunity field in Dynamics based on your meeting participants and selected parameters.

Senden Sie Ihre Notizen auf Dynamics

When the meeting is over, Noota automatically transcribes and summarizes your meeting or call.

It then exports the customized summary as a note in the Dynamics contact and/or deal field.

FAQ