Summaries and tasks in Dynamics
Dynamics stays your system. After a meeting or a call, summaries and tasks can be written to the matching account, contact and opportunity.
Nordvik confirmed the pilot. Sara Lind owns the budget: 240 000 SEK for phase 1, excluding options. A three-week pilot with the site managers starts after signing on 14 November.
Site review with Nordvik Bygg · Microsoft Teams
Written to Dynamics afterwards
Flowmeets joins Teams, Meet or Zoom as a visible participant. It covers conversations: meetings, calls and email. When the conversation is over, summaries and tasks can be written to the account, the contact and the opportunity, with no review step in between. Flowmeets matches by domain.
Nordvik confirmed the pilot for phase 1. Sara Lind owns the budget and confirmed 240 000 SEK, excluding options. Mikael Holm leads the pilot on site.
- A three-week pilot with the site managers
- The pilot starts after signing on 14 November
- Who signs for the second site
- Whether the pilot covers calls from the field
- Send the revised proposal and the site plan on Thursday
- Book the pilot start with Mikael Holm
Nordvik confirmed the pilot. Sara Lind owns the budget: 240 000 SEK for phase 1, excluding options.
Tasks, then only fields you allow
This connection can write summaries and tasks to the account, the contact and the opportunity. In Flowmeets you choose which other fields may be updated. Private, internal and sensitive meetings are not synced.
The summary on the account
The summary can be written to the matching account, contact and opportunity. The next person reads it in Dynamics.
Nordvik confirmed the pilot. Sara Lind owns the budget: 240 000 SEK for phase 1, excluding options.
- Send the revised proposal and the site plan on Thursday
- Book the pilot start with Mikael Holm
A contact the account was missing
If the conversation includes someone who is not already a contact, Flowmeets can create the contact.
Seen in the meeting, written after
Flowmeets is a visible participant in Teams, Meet and Zoom. In the room, you record in Flowmeets on the computer or phone you have with you. Dynamics can be updated once the conversation is over.
You opened the opt-out link from your email. Confirm below only if you want this meeting not to be recorded by Flowmeets.
Hi Sara,
Anna Lund has invited Flowmeets to take the notes at tomorrow's site review at 14:00. If you would rather it was not recorded, use the link below and the notetaker stays out.
Both sites use the notes every week. Nordvik wants the new site managers trained in December.
Start date, the two sites and who signs off each week are agreed.
Sara Lind confirmed 240 000 SEK for phase 1.
One account, several teams
Sales, customer success and project teams can meet the same customer. Each conversation can leave its summary on the account, the contact and the opportunity.
