Noota Integrations
Noota connects to Dynamics 365
After every sales call, Noota creates the contacts, accounts and opportunities and logs the meeting report in Dynamics 365. From Business, it fills the fields for you to review.
One-click connect
From the Pro plan
Hosted in Europe
How it works
Dynamics 365 and Noota, in three steps
Open Integrations in Noota, pick Dynamics 365 and sign in with your account. No IT ticket, no API key to paste. Disconnect from the same place whenever you want.
After a sales call, Noota matches the participants to your Dynamics 365 records and creates the contacts, accounts and opportunities that do not exist yet.
The AI report lands as a note in Dynamics 365. From the Business plan, Noota also fills the fields from the conversation, like the stage or the next step, for you to review before saving.
Call Transcriptions and Notes in
What reaches Dynamics 365
You decide what goes where. Nothing to retype.
New contacts, accounts and opportunities
AI report as a note
Fields filled (Business)
Next steps and tasks
How do I connect Dynamics 365 to Noota?
In Noota, open Integrations, pick Dynamics 365 and sign in with your account. The connection is made in one click, with no configuration and no IT support. You can disconnect at any time from the same place.
What exactly is sent to Dynamics 365?
You choose: the AI report, the transcript, the tasks. Noota attaches the note to the right contact or deal, and on Business and Enterprise fills the record's fields from the conversation, for you to review before saving.
When does the sync happen?
As soon as the meeting report is ready, a few minutes after the call ends. If you prefer to review the report first, that is a setting per integration.
Which plan includes Dynamics 365?
From the Pro plan. See the pricing page for what each plan includes.
What does the connected tool receive, and what stays in Noota?
Only what you configured leaves Noota, to the tool you chose, over its official API. The recording, the transcript and the report stay hosted in Europe, and nothing is used to train AI models. Disconnecting stops the flow immediately.
