Dynamics 365 integration

Connect Sally AI with Dynamics 365 to turn meeting insights into real work – directly in your organization’s environment. With the Sally Dynamics 365 integration you can send action items, notes, and appointments to Dynamics 365 with one click, avoid double entry, and keep your CRM up to date.

Quick Navigation

1. How to connect Dynamics 365 with Sally AI
2. How to send insights to Dynamics 365
   • Create a task in Dynamics 365
   • Create a note in Dynamics 365
   • Create an appointment in Dynamics 365
3. Required OAuth Scopes

1. How to connect Dynamics 365 with Sally AI

Follow these steps to enable the Sally Dynamics 365 integration.

1. Open Settings in the left sidebar.

   

   Figure 1: Go to Settings

2. Go to Integrations and click "+ Add integration" under "Your personal integrations".

   

   Figure 2: Add integration

3. Select Dynamics 365 and hit Connect.

   

   Figure 3: Choose Dynamics 365 → Connect

4. Enter your Dynamics 365 Environment URL (e.g., https://yourorg.crm4.dynamics.com) and complete the authorization flow.

info

The Environment URL is the base web address of your Dynamics 365 organization (sometimes called instance URL). You can copy it from your browser when Dynamics 365 is open. Region suffixes like crm, crm4, etc. are fine.

5. After a successful connection, Dynamics 365 appears under "Your personal integrations".

   

   Figure 4: Dynamics 365 is connected

info

Personal integrations apply to your user account. Admins can also set up org-wide integrations under "Integrations (Organization)" if needed.

---

2. How to send insights to Dynamics 365

Once Dynamics 365 is connected, you can send meeting insights from Sally to Dynamics 365 with a single click - so they land in the right place.

You can:

• Create a task in Dynamics 365
• Create a note in Dynamics 365
• Create an appointment in Dynamics 365

2.1. Create task in Dynamics 365

Turn a Sally insight into a Dynamics 365 task.

1. Open the desired meeting in Sally.

2. Hover an insight/decision/next step and click the Dynamics 365 icon, then choose "Create task in Dynamics 365".

   

   Figure 5: Choose the Dynamics 365 action

3. Fill in the creation form (required fields are marked with *). Typically:

   • Responsible user / Owner*
   • Status*
   • Due date
   • Priority
   • Regarding (link exactly one record such as Lead, Account/Company, Contact, Opportunity, or Case)
     The subject and description are prefilled from Sally and can be edited.

4. Click Create to send it to Dynamics 365.

   

   Figure 6: Fill the Dynamics 365 task fields and Create

Best practice

Always set Owner, Due date, and a Regarding record. This keeps tasks actionable and easy to find in Dynamics 365.

2.2. Create note in Dynamics 365

Attach meeting context as a note on a Dynamics 365 record.

1. Open the desired meeting in Sally.

2. Hover the relevant item, click the Dynamics 365 icon, and choose "Create note in Dynamics 365".

   

   Figure 5: Choose the Dynamics 365 action

3. Fill in the creation form (required fields are marked with *). Typically:

   • Responsible user / Owner*
   • Status*
   • Due date
   • Priority
   • Regarding (link exactly one record such as Lead, Account/Company, Contact, Opportunity, or Case)
     The subject and description are prefilled from Sally and can be edited.

4. Click Create to send it to Dynamics 365.

   

   Figure 6: Fill the Dynamics 365 task fields and Create

2.3. Create appointment in Dynamics 365

Schedule a Dynamics 365 appointment right from the summary.

1. Open the desired meeting in Sally.

2. Hover the relevant item, click the Dynamics 365 icon, and choose "Create appointment in Dynamics 365".

   

   Figure 5: Choose the Dynamics 365 action

3. Fill in the creation form (required fields are marked with *). Typically:

   • Responsible user / Owner*
   • Status*
   • Due date
   • Priority
   • Regarding (link exactly one record such as Lead, Account/Company, Contact, Opportunity, or Case)
     The subject and description are prefilled from Sally and can be edited.

4. Click Create to send it to Dynamics 365.

   

   Figure 6: Fill the Dynamics 365 task fields and Create

---

3. Required OAuth Scopes

For the integration with Dynamics 365, Sally uses OAuth 2.0 for authorization. The following scopes define which areas Sally can access on behalf of the authenticated user.

Disclaimer

1. Sally accesses this information solely to technically establish and maintain the connection to the user account.

2. Sally does not make any autonomous changes. Actions are performed exclusively upon the explicit initiative of the user.

3. API endpoints are only called within the scope of an active action initiated by the user within the platform.

Technical Overview of Required Scopes

Scope	Type	What Microsoft technically allows with this scope	How Sally uses this scope
Directory.AccessAsUser.All	Delegated	Access the organization’s directory as the signed-in user	Technically defined within Microsoft’s identity and directory framework. Sally uses this scope solely to authenticate and validate access within the user’s existing permissions. No directory data is modified.
User.Read	Delegated	Read basic user information	Part of Microsoft Identity authentication. Sally reads basic information of the authenticated user for authentication purposes. No user account data is modified.
user_impersonation	Delegated	API access to Dynamics 365 in the context of the authenticated user	Technically required for Dynamics 365 API access. Sally operates strictly within the permissions of the authenticated user and does not independently create, modify, or delete records outside explicitly user-initiated actions.