After setup — what happens automatically

When you start a meeting recording:

1. MimicScribe checks your Mac calendar for a meeting happening right now
2. It looks up each attendee's email address in your company's Dynamics 365
3. For every match, it pulls in their CRM profile — name, title, company, any open deals, recent emails or meetings, and outstanding tasks
4. All of this context is available to the meeting assistant immediately

During the meeting (Shift+Alt+Space)

The assistant's briefing is now CRM-aware. Instead of just summarizing the conversation so far, it can tell you things like:

"Jane mentioned timeline concerns — note that the Platform Migration opportunity ($120K) is set to close 2026-04-30. There's still an open task to send her the updated SOW, due 2026-03-13."

After the meeting ends

MimicScribe automatically logs the meeting back to Dynamics 365:

• Creates a meeting record (Appointment) linked to the attendees' contact profiles
• Attaches the AI-generated summary as a note
• Creates individual tasks for each action item the assistant identified (with owner and due date)

Your CRM stays up to date without any manual data entry.

One-time setup

1. Open MimicScribe settings → Integrations
2. Click Connect to Dynamics 365
3. Your browser opens — sign in with your Microsoft work account and approve access
4. MimicScribe will ask for calendar access (so it can look up meeting attendees)
5. That's it — the connection persists until you disconnect

Note for IT admins: Your organization needs to register MimicScribe as an approved app in Azure Active Directory. We provide a step-by-step guide. The app only accesses Contacts, Accounts, Opportunities, Activities, and Tasks — no email content, no file access.

If something goes wrong

• No internet at meeting start? The meeting records normally, just without CRM context. No error, no interruption.
• Attendees not in your CRM? They're simply skipped. The assistant works.