Who should connect to Dynamics 365?
Lite users
Full users
Why connect Dynamics 365 to Jump?
Use Jump's Dynamics 365 integration to streamline pre- and post-meeting workflows and reduce manual data entry.
Before a meeting, Jump prepares pre-meeting prep notes using customer data from Dynamics 365. After a meeting, you can sync meeting notes and follow-up tasks back to Dynamics 365 in just a few clicks.
Note: Before connecting, make sure you are an active Dynamics 365 user and your environment includes the Contact, Task, and Note tables. Jump uses your own Dynamics 365 permissions, so it can only access records you can access.
Key capabilities
Generate pre-meeting prep from Dynamics 365 records before a client meeting.
Sync AI-captured notes to Accounts, Contacts, and Appointments in Dynamics 365 after a meeting.
Create Dynamics 365 tasks from action items discussed in a captured meeting.
Access Dynamics 365 contacts in Jump for on-demand pre-meeting prep and meeting history.
Give AI Associate context from Dynamics 365 and let it read and update your records, including Contacts, Accounts, Leads, Opportunities, Campaigns, Quotes, Tasks, Notes, Emails, Appointments, and Phone Calls with your approval.
Note: Need a custom configuration? Reach out to [email protected] for help getting Jump to work with your specific Dynamics 365 setup.
How to connect Jump to Dynamics 365
In Jump, navigate to Profile & settings > User settings > Integrations > + Add an integration.
Select the Dynamics 365 tile in the CRM section, then click Add integration.
When prompted, sign in with your Microsoft account and approve access.
After you connect, Jump automatically starts importing your Dynamics 365 contacts so they're available for meeting prep.
Using the Dynamics 365 integration
Before a meeting
In Jump, go to Meetings > Upcoming and select a scheduled meeting.
Open the Meeting prep tab to view the information Jump compiled using contact and record data from Dynamics 365.
After a meeting
In Jump, go to Meetings > AI-Processed and select the meeting you want to sync notes from.
Open the meeting notes in the After the meeting panel.
In the Follow-up tasks section, click Add note to Contact to sync your notes.
Note: Jump can pull from these Dynamics 365 objects: Account, Appointment, Campaign, Contact, Email, Lead, Note, Opportunity, Phone Call, Quote, and Task.
Need more help?
Chat: In your Jump account, click Help > Chat with support.
Email: [email protected]