Your Dynamics 365 pipeline, kept current by itself
Every call lands in Dynamics 365 automatically
Sally joins your calls, transcribes every word and writes the summary, next steps and sales coaching straight to the matching lead or contact in Dynamics. Your whole revenue team finally works from a system of record that is complete, without anyone touching the CRM.
30 days free, cancel anytime
50,000+
professionals use Sally
1,000+
companies onboard
98.8%
transcription accuracy
A pipeline built on half-filled records forecasts nothing
In a busy sales org, CRM hygiene is the first thing to slip and every gap in Dynamics 365 quietly distorts your forecast and your follow-up.
Without Sally
- Half the detail never lands, because reps sell all day and only backfill Dynamics 365 at night
- Managers forecast on records nobody trusts, because the notes are thin or missing
- When an employee leaves, the entire relationship history walks out with them
With Sally in Dynamics 365
- Every call is documented in Dynamics 365 automatically
- Follow-ups and tasks are created on the right opportunity, so the forecast stays honest
- The whole team inherits a complete history, even from calls they never joined
30 days free, cancel anytime
Every sales call, documented in Dynamics in real time
Talk to the customer, Sally takes care of Dynamics 365
Sally records and transcribes every meeting, turns it into a clear AI summary you can tailor to your own workflow and pushes it straight onto the matching account and opportunity. No copy paste, no forgotten notes, no gap in the record.
Every next step lands on the right opportunity
Sally detects action items and decisions the moment they are spoken and files them in Dynamics 365 as tasks and activities, so managers see what was agreed and reps always know what happens next.
Customer voice
No account without a full history
Jörg-Uwe LiebischCEO, Dispomed GmbH
Customer voice“Sally turned scattered notes into a clear customer history. Every conversation is now fully documented and instantly traceable.”
Connect Sally to your AI agents and the Microsoft stack
Through the Model Context Protocol (MCP), your own AI agents dock onto Sally and Sally onto Dynamics 365, Teams and the rest of your Microsoft stack. Topics, decisions and tasks from every call flow into the systems your revenue team already runs on, no integration project required.
Ready to let Dynamics 365 fill itself?
Invite Sally to your next Teams call and watch a complete account, summary and task list appear in Dynamics 365 before you say goodbye.
Frequently asked questions
Sally joins your online or in-person meeting, transcribes it and automatically writes the AI summary into the matching Dynamics 365 account and opportunity, no manual work required.
Yes. Sally captures Microsoft Teams, Zoom, Google Meet, Webex and in-person meetings and syncs the transcript, summary and tasks straight into Dynamics 365.
Yes. Sally matches each meeting to the right account and opportunity in Dynamics 365 and links the activities automatically. It can also create new records when needed.
Yes. Sally detects action items and decisions from your conversation and creates tasks and activities on the relevant Dynamics 365 record.
Sally transcribes in over 99 languages with up to 98.8% accuracy.
Yes. Sally is developed and hosted in Germany, all data is transmitted securely, and only the necessary information is stored. Privacy Policy
The integration is included in your Sally plan and our team helps you set it up for free. Book a setup call
Sally connects to Salesforce, HubSpot, Pipedrive, Zoho and 8,000+ other tools, so different teams can sync their own systems at the same time.