Dynamics 365

Connect Jamie to Dynamics 365 Sales to save your meeting notes as notes (annotations) linked to Leads, Contacts, Opportunities, and Accounts, or add them to an existing Dynamics 365 meeting.

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Admin Setup (One-Time)

A Dynamics 365 admin should complete this setup before users connect:

1. Ensure the Jamie app registration has the necessary API permissions in your Azure AD / Entra ID tenant
2. Go to Settings → Integrations → Dynamics 365 and click Connect Dynamics 365
3. Enter your environment subdomain and log in with your admin account
4. Grant the required permissions on the OAuth consent screen

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Connecting Dynamics 365

After admin setup, each user can connect:

1. Go to Settings → Integrations → Dynamics 365
2. Click Connect Dynamics 365
3. Enter your environment subdomain (e.g. org123.crm) — you can find this in your Dynamics 365 URL, which looks like https://<subdomain>.dynamics.com
4. Log in with your Microsoft account and grant access
5. Once verified, the integration shows as Active

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Sending Meetings to Dynamics 365

1. Open a meeting in Jamie
2. Click the Share button and navigate to Integrations
3. Select Send to Dynamics 365
4. Choose how you want to send the meeting:

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Create a note & link to records

1. Search for and select one or more Leads, Contacts, Opportunities, or Accounts
2. Click Send

Jamie creates a note in Dynamics 365 with your meeting content and links it to each selected record.

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Update an existing meeting

1. Search for and select an existing Dynamics 365 meeting (appointment)
2. Click Send

Your meeting notes are added to the selected meeting’s description.

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Updating a note

If you’ve already sent this meeting to Dynamics 365, the Create note option becomes Update note & linked records. Sending again updates the existing note content and adjusts the linked records instead of creating a duplicate.

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Settings

Once connected, each member can configure what content to include when sending: Use the Sync all toggle to include everything at once.