Keep Dynamics 365 updated without the manual work
Connect uman to your Dynamics 365 and never worry about data entry again. After every meeting, AI suggests the perfect updates — you just click to push.
Everything syncs to your Microsoft Dynamics
From deal updates to meeting notes — uman keeps your CRM complete and accurate.
Deals & opportunities
Automatically sync deal stage, close date, deal value, and next steps after every sales meeting.
- Deal stage
- Close date
- Deal value
- Next step
Accounts & contacts
Link prospects and customers to Dynamics 365 accounts to import historical data for smarter opportunity detection.
- Account notes
- Activity history
- Contact details
Meeting notes
Push meeting transcripts and AI-generated summaries directly to your Dynamics 365 as visit reports and activity logs.
- Meeting notes
- Action items
- Key takeaways
Opportunity signals
Use historical Dynamics 365 data to detect buying signals and cross-sell opportunities more accurately.
- Deal history
- Interaction patterns
- Engagement scores
How it works
Connect once, sync forever. No complex setup required.
Connect your Dynamics 365
One-click OAuth connection. No API keys or complex setup required.
- OAuth authentication
- No API keys needed
Link deals & accounts
Easily link your uman meetings to existing Dynamics 365 deals or create new ones. Link prospects and customers to import their Dynamics 365 history.
- Deal linking
- Account linking
- CRM history import
Configure custom fields
Set up custom Dynamics 365 fields that match your sales process. uman will automatically suggest values for these fields based on your meeting conversations.
- Custom field mapping
- AI-suggested values
- Match your Dynamics 365 structure
Configure visit report template
Define how meeting notes and AI-created summaries sync to your Dynamics 365. Choose which sections to include — summaries, action items, deal stage blocks — what you'd consider a professional visit note.
- Custom report structure
- Reusable templates
- Consistent formatting
Automatic sync after meetings
Once configured, uman auto-extracts data from every meeting and enriches the conversation — deal stage, custom fields, timeline, notes. Everything stays in sync with Dynamics 365 automatically.
- AI suggestions
- One-click sync
- Meeting notes
- Custom fields as data
What your team will love
- Never manually update deal stages after meetings again
- Meeting notes automatically added to Dynamics 365 activity timeline
- AI suggests next steps based on the conversation
- Historical Dynamics 365 data used to detect cross-sell opportunities
- Workspace admins control which fields sync automatically
- Works with HubSpot, Salesforce, MS Dynamics 365, and SAP CRM
uman is built for enterprises
uman is purpose-built for enterprise teams selling complex solutions — certified, secure, and built to scale.
Multiple Products & Services
Sales content is scattered across tools and teams. Reps waste hours searching for the right case study, presentation, or pricing sheet for each opportunity.
Complex Sales Processes
Hard to tailor value stories to each customer. Every prospect has unique challenges, but crafting personalized pitches takes too much time.
Large Sales Teams
Inconsistent execution across the team. Top performers have their own playbooks, but scaling best practices to every rep is nearly impossible.
Prep like a machine, sell like a human
Let AI handle the research and prep work — you focus on building relationships and closing deals.
Frequently asked questions
Everything you need to know about uman.
What if I need custom integrations or features?
Enterprise customers can request custom integrations and features. We work closely with large organizations to ensure uman fits seamlessly into their existing tech stack and workflows.
Does uman work for account management, not just new sales?
Yes! uman is designed for the full customer lifecycle. Account managers use features like health monitoring, cross-sell opportunity detection, and customer meeting preparation to grow existing accounts — not just win new ones.
How does pricing work?
uman offers flexible per-seat pricing with volume discounts for larger teams. We have plans for individual sales reps, small teams, and enterprise organizations. Contact us for a custom quote based on your team size and needs.
What makes uman different from other sales tools?
uman is built specifically for complex B2B sales — not just lead generation. We cover the entire sales cycle: prospecting, meeting prep, deal coaching, CRM updates, and account management. Most importantly, our AI understands your specific products and customers.
Is my data secure?
Absolutely. uman is SOC 2 Type II certified and GDPR compliant. We use AES-256 encryption for all data at rest and in transit. We never share your data with third parties, and you can request deletion at any time.
How does uman integrate with my existing CRM?
uman connects with HubSpot, Salesforce, MS Dynamics 365, and SAP CRM through secure OAuth authentication. Once connected, data syncs automatically — meeting notes, deal updates, and activity logs are pushed to your CRM without any manual data entry.