Get started with Mili + Dynamics 365
How it works
Webinar
Frequently Asked Questions
Meeting summaries capture key discussions, decisions, and next steps. Tasks sync with complete details including title, description, due date, and assigned owner. You choose which Dynamics 365 object to attach each note or task to.
You can push to Contacts, Companies, Households, Notes, and Tasks. When you sync, Mili shows exactly which destinations are available so you can select the right object for each note or task.
Every sync requires your explicit approval. You review all notes and tasks before they enter Dynamics 365. That means your CRM stays accurate and up to date.
No. The Dynamics 365 integration is push-only - Mili sends notes and action items but does not pull meeting prep or client profile data. Mili only accesses Dynamics 365 to identify sync destinations when you initiate a sync.
The integration matches your exact Dynamics 365 user permissions. Mili connects directly via the Dynamics 365 API, so your existing security model stays intact.
Yes, your dedicated CSM will help configure which data types push to which objects, custom object mappings, and naming conventions for tasks. Email support@getmili.ai to discuss your specific Dynamics 365 workflow requirements.
