Microsoft Dynamics 365 CRM + Speak AI Integration

Integrate Microsoft Dynamics 365 CRM to Speak AI in one click, or tell Integrately AI how you want each lead handled. Extract insights, create text notes, upload media, and update your records automatically.

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1.
  • Microsoft Dynamics 365 CRM
    Sales order is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Quote is updated in Microsoft Dynamics 365 CRM
  • Speak AI
    Automated transcription is created in Speak AI
  • Speak AI
    Caption is created in SRT or VTT in Speak AI
  • Speak AI
    Sentimental analysis is created in Speak AI
Arrow Right
2.
  • Microsoft Dynamics 365 CRM
    Search marketing list by name in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Get contact by Id in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Get marketing list members in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search Currency in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Get account by ID in Microsoft Dynamics 365 CRM
  • Speak AI
    Upload media in Speak AI
  • Speak AI
    Search text in Speak AI
  • Speak AI
    Search media in Speak AI
  • Speak AI
    Create text note in Speak AI
  • Speak AI
    Reanalyze Text in Speak AI
  • Speak AI
    Update text note in Speak AI
  • Speak AI
    Delete text note in Speak AI

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Ready WorkflowsReady Workflows   for Microsoft Dynamics 365 CRM + Speak AI Integration

Capture leads, create text notes, upload media, keep records updated, and trigger follow-ups, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Microsoft Dynamics 365 CRM + Speak AI flow

Send follow-up emails, alert your team on messaging apps, and log data across your entire software stack. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Speak AI
+
Microsoft OutlookMicrosoft Outlook (4)
+
SlackSlack (4)
+
ZoomZoom (4)
+
HubSpotHubSpot (4)
+
Microsoft TeamsMicrosoft Teams (4)
+
Google DriveGoogle Drive (4)
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Create a Speak AI text note for every new Microsoft Dynamics 365 CRM lead, and send a confirmation email in Microsoft Outlook
New Microsoft Dynamics 365 CRM leads automatically generate a Speak AI text note and trigger an email in Microsoft Outlook, eliminating manual data entry.
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Upload media in Speak AI when a Microsoft Dynamics 365 CRM contact is created, and send a notification in Microsoft Outlook
New Microsoft Dynamics 365 CRM contacts trigger media uploads in Speak AI and alert your team via Microsoft Outlook instantly.
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When a Microsoft Dynamics 365 CRM case is created, reanalyze text in Speak AI and email the summary in Microsoft Outlook
New Microsoft Dynamics 365 CRM cases automatically trigger text reanalysis in Speak AI and send a report via Microsoft Outlook.
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Use ChatGPT to summarize Microsoft Dynamics 365 CRM lead notes from Speak AI, and email the brief in Microsoft Outlook
ChatGPT summarizes Speak AI notes from Microsoft Dynamics 365 CRM leads and emails the brief through Microsoft Outlook.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Speak AI

Mix and match to build the exact automation you need

Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM Triggers & Actions
Sales order is created in Microsoft Dynamics 365 CRM
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Contact is updated in Microsoft Dynamics 365 CRM
Triggers the automation when a contact is updated
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Contact is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new contact is created
Try it →
Account is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new account is created
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Account is updated in Microsoft Dynamics 365 CRM
Triggers the automation when an account is updated
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Opportunity is created in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
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Opportunity is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
Try it →
Case is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new case is created
Try it →
Case is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any case is updated
Try it →
Lead is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new lead is created
Try it →
Lead is updated in Microsoft Dynamics 365 CRM
Triggers the automation when the lead information is updated
Try it →
Quote is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any quote is updated
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Search marketing list by name in Microsoft Dynamics 365 CRM
Try it →
Get contact by Id in Microsoft Dynamics 365 CRM
Try it →
Get marketing list members in Microsoft Dynamics 365 CRM
Try it →
Create lead in Microsoft Dynamics 365 CRM
Generates new leads for potential customers
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Update lead in Microsoft Dynamics 365 CRM
Updates the lead information
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Search lead in Microsoft Dynamics 365 CRM
Retrieves information for a particular lead
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Create contact in Microsoft Dynamics 365 CRM
Adds a new contact to the database
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Update contact in Microsoft Dynamics 365 CRM
Updates contact information with new details
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Create account in Microsoft Dynamics 365 CRM
Generates a new account
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Search account in Microsoft Dynamics 365 CRM
Searches for account information
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Update account in Microsoft Dynamics 365 CRM
Updates account information
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Search contact in Microsoft Dynamics 365 CRM
Finds and retrieves contact information
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Search Currency in Microsoft Dynamics 365 CRM
Searches for a currency
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Create case in Microsoft Dynamics 365 CRM
Generates a new case entry
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Update case in Microsoft Dynamics 365 CRM
Updates case details based on new information received
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Search case in Microsoft Dynamics 365 CRM
Searches for a case record
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Get account by ID in Microsoft Dynamics 365 CRM
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Speak AI
Speak AI Triggers & Actions
Automated transcription is created in Speak AI
Triggers the automation when audio or video files is transcribed into text
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Caption is created in SRT or VTT in Speak AI
Triggers the automation when a caption file in SRT or VTT format is created
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Sentimental analysis is created in Speak AI
Triggers the automation when a sentimental analysis is created
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Upload media in Speak AI
Uploads media file to the designated location
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Search text in Speak AI
Searches for text
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Search media in Speak AI
Searches for media
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Create text note in Speak AI
Generates a text note
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Reanalyze Text in Speak AI
Analyze text data again for updated insights
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Update text note in Speak AI
Updates the content of a text note
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Delete text note in Speak AI
Removes a text note from the system
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What can you automate with Microsoft Dynamics 365 CRM + Speak AI?

Streamline your customer data pipelines by automating transcription handling, text note creation, and record synchronization.

What you can automate?
🔄
Sync Microsoft Dynamics 365 CRM records with Speak AI automatically
Trigger automated text notes and media processing in Speak AI the moment a new lead, contact, or case is created in Microsoft Dynamics 365 CRM. Eliminate manual file transfers and data entry delays entirely.
📝
Capture every submitted text field and media file
Map all available customer details, transcripts, and metadata from Microsoft Dynamics 365 CRM into Speak AI without losing crucial context. Ensure your natural language processing models have complete information.
🔔
Alert your team as soon as processing finishes
Notify designated staff members instantly via messaging tools or email the moment transcription and sentiment analysis reports are generated. Keep your teams informed without manual follow-up.
🔀
Route records conditionally based on submitted fields
Apply different automation rules depending on lead tiers, case priorities, or account regions. Direct specific customer files to specialized analysis pipelines automatically.
📊
Keep your CRM and analysis destination up to date
Automatically update existing records in Microsoft Dynamics 365 CRM whenever transcription statuses change or new sentiment scores are calculated in Speak AI. Prevent outdated records from lingering.
🔍
Search and update instead of creating duplicate entries
Check for existing contacts and accounts before running automation sequences. Update matching profiles rather than generating redundant records in your databases.
⚙️
Handle later status changes and lifecycle updates
Trigger follow-up workflows when opportunities close, cases resolve, or orders complete. Ensure your transcription archiving adapts to changing customer lifecycle stages.
🌐
Extend your automation flow to external team apps
Push processed transcripts and customer insights directly into Slack, Microsoft Teams, or Google Drive once your core Microsoft Dynamics 365 CRM and Speak AI steps complete.
And much more...

Who is Microsoft Dynamics 365 CRM + Speak AI integration for?

Operations teams, sales leaders, and support managers use this integration to eliminate manual transcription handling and keep customer intelligence synchronized.

Business analysts and data teams
Business analysts and data teams
Sales and account executives
Sales and account executives
Client success managers
Client success managers
High-volume support operations
High-volume support operations
Implementation coordinators
Implementation coordinators
CRM administrators and auditors
CRM administrators and auditors
📈
Business analysts and data teams
You're pulling performance metrics from Microsoft Dynamics 365 CRM but your transcription reports only update when someone manually exports media files, so the customer sentiment counts you're reviewing are always a few hours behind — this integration means every new record feeds your transcription workflow instantly and your analytics stay current.
Sales and account executives
You manage client pipelines in Microsoft Dynamics 365 CRM but need quick access to audio and text insights from customer calls, so you waste time searching across platforms while prospects wait — automating both apps means every lead automatically generates text notes and your conversation data is always ready.
📋
Client success managers
You report on customer health using Microsoft Dynamics 365 CRM data, but manual record updates mean client status reviews are frequently missing recent interaction transcripts — connecting these apps means all media processing happens in the background and your reporting remains flawlessly accurate.
🚀
High-volume support operations
You handle hundreds of support cases daily in Microsoft Dynamics 365 CRM and struggle to process attached customer media files before deadlines approach — with this integration, every new case triggers automated text analysis instantly and your response times improve across the board.
🤝
Implementation coordinators
You depend on upstream lead handoffs in Microsoft Dynamics 365 CRM to initiate customer onboarding and transcription setups, leading to frustrating delays when records aren't copied over in time — integrating these apps means new accounts immediately trigger required processing workflows without human intervention.
🛡️
CRM administrators and auditors
You maintain strict compliance logs in Microsoft Dynamics 365 CRM but keep finding missing transcription notes and unanalyzed customer media files scattered across local drives — this integration means every interaction is systematically processed and your system audit trail stays complete.
Our team

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Speak AI

Build and manage your Microsoft Dynamics 365 CRM + Speak AI automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Microsoft Dynamics 365 CRM + Speak AI with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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How Integrately Works?

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Frequently Asked Questions

How do I connect Microsoft Dynamics 365 CRM to Speak AI?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 CRM to Speak AI in 1-click using Integrately, along with Microsoft Outlook, Slack, and other popular tools. Use ready templates or ask Integrately AI to build the automation for you.
Can I automatically create text notes in Speak AI when a new Microsoft Dynamics 365 CRM lead is created?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 CRM, Speak AI, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Speak AI?
Frequently Asked Questions
How does Microsoft Dynamics 365 CRM handle lead and contact triggers in this integration?
Frequently Asked Questions
How does Speak AI process transcription and media data from Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Dynamics 365 CRM and Speak AI?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and Speak AI integration free?
Frequently Asked Questions
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