The Siro + Microsoft Dynamics is designed for scale — purpose-built for mid-market and enterprise sales teams that rely on face-to-face selling. Once connected, Siro automatically syncs each sales conversation to its corresponding opportunity in Microsoft Dynamics, tagging it with the appointment name, deal value, and outcome. AI-generated summaries and recording links appear right where your team works — inside Microsoft Dynamics — creating a closed loop between conversations and outcomes.

What can managers and reps expect with this integration?

  1. Microsoft Dynamics-Connected Coaching at Scale: Every recording in Siro is tied directly to the associated opportunity in Microsoft Dynamics, complete with status and value. This allows managers to drill into performance trends and double down on what’s working across large sales teams.
  2. Instant Visibility Inside Microsoft Dynamics: Summaries and links to sales conversations are embedded within your CRM, giving reps and leaders fast access to the context they need — no toggling between tools.
  3. Turn Conversations into Sales Intelligence: With every call linked to a deal, teams can analyze talk tracks, uncover patterns across top reps, and coach more effectively — using real, structured sales data.

FAQ’s