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Go to Noota's Integration interface and connect to your Dynamics account.
Define your custom summary structure if you haven't already, to keep only the important details of your meeting.
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Use the Noota bot, extension or recorder to capture your meetings and calls (sales, team...).
Noota automatically identifies and creates a contact and opportunity field in Dynamics based on your meeting participants and selected parameters.
When the meeting is over, Noota automatically transcribes and summarizes your meeting or call.
It then exports the customized summary as a note in the Dynamics contact and/or deal field.
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