Aliru GmbH – Sally Silver Partner
Integrate meeting transcription into Dynamics 365
Sally partner for direct Dynamics 365 integrations. For teams looking to integrate Sally directly into their existing CRM and sales workflows.
Aliru GmbH
Jan Bettinger
Customer Consultant
About Aliru GmbH
For over 10 years, Aliru has been helping companies build structured sales processes and put them into practice — combining hands-on sales expertise with certified Microsoft competence.
As a Microsoft partner, Aliru ensures that these processes are reliably mapped in Dynamics 365, creating the technical and operational foundation for integrating Sally into everyday sales work.
Sally in sales — make sales data actionable
Aliru deploys Sally AI specifically in sales to systematically integrate meeting data into existing CRM structures. Conversation content is mapped to leads, contacts, and opportunities — available exactly where sales work happens daily.
AI transcription in sales: typical use cases
Document sales conversations realistically
- Joint definition of which conversations are relevant
- Determine how and where meeting content should appear in the CRM
- Consistent structure instead of individual notes from each employee
Integrate Sally into existing sales processes
- Embed meeting data directly into deal phases
- Use decision-making data in forecast & pipeline
- No additional tools or parallel structures for the sales team
Automate follow-ups with Power Automate
- Clear rules for which to-dos are automatically taken over
- Handover to sales workflows with Power Automate
- Reduction of manual follow-up work
Services by Aliru
Aliru integrates Sally into existing Dynamics 365 systems so that conversation data from meetings is not left isolated but processed directly in the CRM.
Sales analysis & goal definition
- Analysis of existing sales processes
- Identification of relevant conversation formats
- Making meeting data actionable for sales decisions
Process integration & system mapping
- Transfer meeting content cleanly into CRM processes
- Integration into forecast, reporting and pipeline structures
- Assignment to leads, opportunities and accounts
Sales enablement & adoption
- Training of sales teams for practical use
- Definition of clear usage standards in daily work
- Ensuring high adoption without additional complexity
Results
How the collaboration works
The process is deliberately lean and adapts to existing structures — not the other way around.
Initial meeting & goal setting
Together we clarify how Sally is currently used, what Dynamics 365 structures exist, and where meeting data can create real value.
Analysis & concept
We analyze existing processes, CRM objects and workflows and define how meeting assets can be meaningfully integrated into Dynamics 365.
Integration & setup
The technical integration of Sally into Dynamics 365 is carried out in a structured manner, tailored to your requirements — including data mapping and automations.
Go-live & enablement
After go-live, we train teams on using the integration and support adoption until Sally is firmly established in daily workflows.
Integrate Sally into Dynamics 365 — with Aliru
If you have questions about integrating Sally into Dynamics 365 or want to discuss a specific project, feel free to contact Aliru.