How to connect Dynamics 365 with Sally AI

Connect Sally AI with Dynamics 365 to turn what came out of a meeting into real work, right in your organization's environment. With the Sally Dynamics 365 integration you send action items, notes and appointments to Dynamics 365 in one click, so nothing gets typed twice and your CRM stays current.

Quick navigation

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

1. How to connect Dynamics 365 with Sally AI

Here is how to set up the Sally Dynamics 365 integration.

1. Open Settings at the bottom of the left sidebar.

Figure 1: Open Settings

2. Under Configuration, select Integrations and click Discover integrations.

Figure 2: Discover integrations

3. Open the CRM & ERP category on the left and select Dynamics 365. You can also just type the name into the search bar at the top.

Figure 3: Select Dynamics 365 from the list

4. The panel on the right explains what the integration does. Click Connect at the bottom right.

5. In the Connect Dynamics 365 dialog, enter the URL of your Dynamics environment, for example https://sally.crm4.dynamics.com/, and click Connect. Sally then sends you on to the Microsoft sign-in.

Figure 4: Enter the URL of your environment

Info

The environment URL is the base web address of your Dynamics 365 organization, sometimes called the instance URL. Copy it straight from your browser's address bar while Dynamics 365 is open. Regional suffixes like crm or crm4 are normal.

Grant admin consent for the whole organization

If you are a Microsoft 365 administrator, you can approve the required OAuth permissions for your entire organization once. After that, individual users no longer have to confirm the consent screen when connecting this integration.

Grant admin consentYou need to be signed in as a Microsoft 365 Global Administrator. The consent is granted tenant-wide and can be revoked at any time via Entra ID (Azure AD). Admin consent does not give Sally any automatic access to user data: each user still has to connect the integration individually, and an access token is only issued after that user signs in.

6. Once you have signed in, Dynamics 365 is connected. The Actions tab lists everything Sally can do through this integration, and you can switch off whatever it should not use for your company account. Helper functions stay locked while an active action still needs them, which is why some toggles will not move. Disconnect in the top right corner removes the integration again.

Figure 5: Control the actions of the integration

Whether an integration may be connected at all is up to owners and admins, see managing integrations for your users.

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2. How to send insights to Dynamics 365

With Dynamics 365 connected, content from a recording lands in your CRM in a few clicks, right where it belongs.

It works the same way every time: open a recording and click the Integrations icon. It sits at the top of every section and on every single line, so on one task or one topic as well. The three Dynamics 365 actions show up underneath.

You can:

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

For each of these actions, the subject and the description come prefilled from the content and can be edited. Further down the form you pick the record it should hang on in Dynamics 365: a lead, company, contact, opportunity, or case.

2.1. Create task in Dynamics 365

Turn a point from the summary into a Dynamics 365 task.

1. On the line you want to create as a task, click the Integrations icon and pick Create task in Dynamics 365.

Figure 6: Pick an action on a task

2. Pick who owns the task under Responsible. It is the only required field.
3. Status starts out as Not started. A due date and a priority are optional, so add them where they help.
4. Pick the record the task belongs to and click Create task.

Figure 7: Fill in the task and create it

Best practice

Give every task an owner, a due date, and a record. That is what makes it actionable and easy to find again in Dynamics 365.

2.2. Create note in Dynamics 365

Keep what was discussed on the record itself, as a note in Dynamics 365.

1. On the section you want to save as a note, for example the summary, click the Integrations icon and pick Create note in Dynamics 365.

Figure 8: Pick an action on the summary

2. Read over the subject and the description. The editor lets you format the text, for example bold, italic, or as a heading.
3. Pick the record it belongs to and click Create note.

Figure 9: Fill in the note and create it

2.3. Create appointment in Dynamics 365

Get the follow-up meeting into Dynamics 365 without leaving the summary.

1. On the line you want to create as an appointment, click the Integrations icon and pick Create appointment in Dynamics 365.

Figure 10: Pick an action on a topic

2. Add the participants, plus optional participants if there are any.
3. Start and end are required and come prefilled with the current date and time. Location is optional.
4. Pick the record it belongs to and click Create appointment.

Figure 11: Fill in the appointment and create it

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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
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.