CRM
Dynamics 360
4.9 on G2
4.9 on Trustpilot
4.9 on Google
Turn on the integration in one click
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.
Automated deal and contact creation
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.
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FAQ
What are Dynamics 360 notes with Noota?
To connect Noota to Dynamics 360, go to Noota’s integration interface and connect your Dynamics account. You can also define a custom summary structure so Noota keeps only the most important meeting details before sending the notes to Dynamics.
How do I connect Noota to Dynamics 360 for meeting notes?
To connect Noota to Dynamics 360, go to Noota’s integration interface and connect your Dynamics account. You can also define a custom summary structure so Noota keeps only the most important meeting details before sending the notes to Dynamics.
Can Noota automatically create Dynamics contacts and opportunities?
Yes. When you capture meetings or calls with the Noota bot, browser extension, or recorder, Noota can identify meeting participants and automatically create contact and opportunity fields in Dynamics based on your selected parameters.
Can Noota send meeting notes directly to Dynamics 360?
Yes. Once the meeting or call is over, Noota automatically transcribes and summarizes the conversation. It then exports the customized summary as a note in the relevant Dynamics contact and/or deal field.
Why use Noota for Dynamics 360 notes?
Noota helps sales and customer-facing teams save time by turning calls and meetings into ready-to-use Dynamics notes. Instead of manually writing CRM updates after every conversation, your team can keep contacts, deals, objections, next steps, and follow-up details organized automatically in Dynamics.