The methodology-scoring notetaker with a Dynamics story.
Most call-scoring tools stop at Salesforce and HubSpot. Speak AI scores every call, meeting, and role play against your own methodology, the words, voice, and visuals, and connects it into Microsoft Dynamics 365 today through Zapier, Composio, and API access, built for the healthcare, financial services, and other regulated teams that actually run on Dynamics.
Zapier, Composio, and the API move the data today.
Speak AI does not ship a packaged, native two-way Dynamics sync out of the box. What is live today is enough to get scored calls into Dynamics without hand entry, and for enterprise deployments, the write-back is scoped and built with your team.
Automation triggers push updates
When a call finishes scoring, a Zapier trigger sends the notes, action items, and field values toward the matching Dynamics record.
Composio and the developer API
Composio and Speak AI’s own API give your team the connective layer to write scored call data into Dynamics entities on your schema.
Claude and agents query both systems
Through Speak AI’s MCP server, Claude or another agent can read a call’s score alongside the linked Dynamics record, before anything is written.
A human reviews the update before it lands in Dynamics.
Regulated and enterprise teams get a review step by default: a rep or manager sees the AI-drafted note, fields, and coaching feedback, and approves or edits it before anything writes to the Dynamics record. Nothing about this integration assumes unsupervised write access.
- Every AI-drafted Dynamics update is queued for review before it is committed.
- A rep, manager, or compliance reviewer approves, edits, or discards the draft.
- Nothing writes to the Dynamics record without that step.
Next: a custom Dynamics write-back, scoped per deployment.
Dynamics environments vary more than Salesforce or HubSpot instances, entity models, security roles, and on-premises versus cloud all differ by customer. Rather than force a one-size integration, the deeper write-back is built with you: we scope the entities, fields, and approval flow to your Dynamics setup as part of the enterprise deployment.
Built for regulated, enterprise buying committees.
The same controls whether a rep is reviewing a single deal or a compliance team is auditing a year of coached calls.
SSO
SAML and SSO for enterprise identity providers, so access follows your existing directory.
SOC 2
SOC 2 controls covering the data your calls and transcripts pass through.
BAAs
Business Associate Agreements available for teams handling protected health information.
Your workspace, your rules
You control what each connected assistant or integration can read and write.
Sales acceleration for regulated Dynamics teams.
The same scoring engine, pointed at the conversations healthcare, financial services, and other regulated Dynamics teams need documented and defensible.
Documented, compliant calls
Patient and client conversations scored against your methodology, with BAAs available for protected health information.
Advisor calls, scored and reviewed
Advisory and sales conversations scored on your compliance and methodology rubric, with a human review step before anything is filed.
Coaching without the manual review
Every call scored on the team rubric, trended per rep, without listening back to recordings.
Scoped to your Dynamics schema
Entities, fields, and security roles mapped to how your organization already runs Dynamics.
Built with your security team
SSO, SOC 2, and BAAs, plus a custom write-back scope agreed before rollout.
Score client calls on your framework
Apply your own methodology to a client’s Dynamics-tracked activity, delivered under your brand.
Teams build on Speak AI.
Real feedback from teams using Speak AI for sales, research, meetings, and client work.
Questions we get
Yes. Speak AI connects to Microsoft Dynamics 365 today through Zapier automation triggers, Composio, and its own developer API, plus an MCP server that lets Claude and other agents query call scores and Dynamics records together.
Not as a packaged, self-serve feature today. What is live today is Zapier, Composio, API, and MCP access. A deeper, custom write-back is built with you and scoped to your specific Dynamics entities and security model as part of an enterprise deployment.
Dynamics deployments vary far more than Salesforce or HubSpot instances, entity models, security roles, and cloud versus on-premises setups differ by customer. Rather than force a generic integration that breaks on your specific schema, we scope and build the write-back with your team.
Yes. Speak AI supports SSO, SOC 2 controls, and BAAs for protected health information, and every AI-drafted update goes through a human review step before it reaches the Dynamics record, which regulated teams typically require.
Gong scores calls on its own models and reports revenue intelligence at enterprise scale, and it is not known for a deep Dynamics story. Speak AI scores against your own methodology, the words, voice, and visuals, and is built to connect into Dynamics environments that other call-scoring vendors do not prioritize.
Zapier, Composio, and API access can be wired in during onboarding. The custom write-back scope is defined with your team during the enterprise deployment, since it depends on your specific Dynamics entities and approval process.
Score the call. Review the update. Fit your Dynamics setup.
Book a free consult, bring a real call, and see it scored on your methodology, then talk through what a Dynamics write-back would look like for your specific deployment.