Microsoft Dynamics 365 Sales

Overview of the Leexi + Microsoft Dynamics integration

The integration allows you to import call notes directly into the CRM, into a contact, organization, or deal record. Taking call notes, summarizing them, and then entering them into your CRM? That's a thing of the past! Your assistant takes care of everything: it transcribes your calls, summarizes them, and more! You save valuable time by automating the tedious task of completing your CRM.

How to integrate Microsoft Dynamics and Leexi?

Prerequisites :

Admin rights for your Leexi and Microsoft user accounts.

Step 1:

Go to Microsoft Power Platform

Click on the environment you want to integrate with Leexi

Copy the environment URL

Step 2:

Go to https://app.leexi.ai/en/settings/integrations, find the Microsoft Dynamics 365 Sales integration and click on Add

Step 3:

Paste the previously copied URL, and click Save

Step 4:

Log in to your Microsoft admin account and accept the requested permissions.

The benefits of the integration

By integrating Microsoft Dynamics with Leexi, you:

• Save time by letting Leexi complete your CRM automatically.
• Boost your efficiency by consolidating your information in one place.
• Free up time to offer a better customer experience.
• Reduce sales cycle times.

Try Leexi for free