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Set up WireSync and get your team moving.

Follow the short setup path for your role, then find answers on transcripts, CRM, permissions, data and plans.

Choose your setup path.

Workspace owner

Invite your team and track setup

  1. Open Integrations and complete Microsoft company consent. You must be a Microsoft 365 or Entra administrator. If you are not an administrator, share this step with your IT team.
  2. Open Team, choose an enabled colleague from the verified Microsoft directory and decide whether WireSync should process their Teams transcripts.
  3. Keep Send setup email selected. WireSync queues one branded guide and shows Waiting to send, Email on its way or Needs attention.
  4. Track Joined, To Do and Calendar separately. Each member chooses whether to connect their own business work tools.
Open Team
Team member

Finish in three short steps

  1. Choose Finish my WireSync setup in the email.
  2. Sign in with the business Microsoft account named in the message so Microsoft can confirm your identity and join you to the correct workspace.
  3. In Team, choose Connect Microsoft work tools if you want approved follow-up placed in your own To Do and Outlook Calendar.

Each work-tool connection stays separate. After a member connects their own tools, WireSync follows the workspace owner's Review and automation choices. If the message was unexpected, ask your organisation's WireSync owner to check the Team list before you sign in.

Continue from your latest setup email. Its personal Finish my WireSync setup button provides the secure route back to the right workspace.

Dynamics setup guide

Find your CRM now, or connect it when you are ready.

The same short setup is available during signup and in Integrations. Choose Skip CRM for now and return whenever it suits your team.

Workspace owner

Choose the right environment

  1. Choose Find my Dynamics CRM. If Microsoft company access is not ready, complete that one company step first.
  2. Microsoft returns only the active Dynamics environments available to the signed-in company account. Choose the one your team uses.
  3. WireSync confirms the company and CRM organisation through Microsoft before showing the connection as ready.
Open Integrations
Dynamics administrator

Approve only the access WireSync needs

  1. Add the WireSync application user to the environment selected by the owner.
  2. Create or choose a limited role with organisation-level Read access for Accounts, Contacts, Opportunities, Leads and Cases; Create, Read and Append access for Notes; and Append To access for those supported records.
  3. Keep Accounts, Contacts, Opportunities, Leads and Cases read-only by limiting the role to the permissions above. Return to Integrations so WireSync can check the organisation and access.

Your Dynamics administrator remains in control of this role. WireSync attaches an approved meeting note to one verified existing record under the owner's Review or automatic-match choice, while your team chooses when to create new customer records.

FAQ

Common questions

Who is Cecilia?

Cecilia is WireSync's AI meeting follow-up assistant. She turns Teams transcripts into concise meeting notes, assigned actions, Dynamics 365 notes and polished follow-up across Microsoft 365.

How does an owner invite a team member?

A Microsoft 365 or Entra administrator first grants company consent. If you need help with that step, ask your organisation's IT administrator. Then open Team in WireSync and choose a colleague from the verified Microsoft directory. WireSync saves the membership and queues one setup email for that business account. A new setup email is sent only when you choose that action.

What must a team member do after receiving the setup email?

Sign in with the business Microsoft account named in the email so Microsoft can confirm your identity and join you to the correct workspace. Each member then chooses separately whether to connect Microsoft To Do and Outlook Calendar.

How does WireSync work with Microsoft Teams?

Your team meets normally in Microsoft Teams. When Microsoft publishes a selected transcript, WireSync turns it into a clear meeting record, individual actions and follow-up for the tools your team uses.

Does transcription need to be enabled?

Turn on transcription in Teams for automatic retrieval. You can also paste text or upload a supported transcript or recording after sign-in.

Can I upload my own transcript or recording?

Yes. After sign-in, paste text or upload TXT, MD, VTT or SRT under 2 MB. Eligible plans also accept MP3, MP4, MPEG, MPGA, M4A, WAV and WebM. MP3 files can be up to 60 MB; every other supported format can be up to 24 MB. Only upload content your organisation owns or is allowed to process.

Which colleagues can WireSync follow?

Your owner chooses exactly which colleagues and Teams transcripts WireSync should follow.

How do I connect Dynamics CRM?

Choose Find my Dynamics CRM during signup or later in Integrations. After Microsoft company access is confirmed, choose an environment WireSync found. A Dynamics administrator then adds the WireSync application user and assigns the limited access described above. You can also choose Skip CRM for now and connect later.

Can it update CRM automatically?

Yes. After Dynamics 365 is connected, the owner can choose Update clear CRM matches automatically. WireSync adds the approved note when it finds one exact existing-record match and places every uncertain match in Review with the evidence. Creating new CRM records remains a decision for your team.

What happens when the CRM match is uncertain?

WireSync places the item in Review with the matching evidence so your team can choose the right record before anything changes in Dynamics 365.

Can I create a new result with another output style?

Yes. Choose another output style and Cecilia creates a new version while keeping the earlier result in the meeting history.

Can I use To Do without CRM?

Yes. Connect Microsoft To Do and move approved personal tasks there without adding Dynamics 365.

Can I prepare a SharePoint meeting record without CRM?

Yes. WireSync prepares a structured SharePoint-ready record in Review and marks it saved only after a connected SharePoint service confirms the action.

Where is data stored?

WireSync's core processing and dedicated databases run in Microsoft Azure UK South. Microsoft, OpenAI, CRM and storage services may process the necessary data in their own service locations. Your customer agreement sets out the terms for your setup.

How long is meeting data kept?

Your customer agreement sets the retention schedule for meeting content, backups, audit, security, legal and billing records. You can remove meeting records from the working view in your WireSync workspace. Read the WireSync Trust Centre for more detail.

Can we remove Microsoft permissions?

Yes. Your Microsoft administrator can remove WireSync permissions for your organisation.

Is a credit card required for the trial?

Your trial starts without a credit card and includes 14 days, one verified Microsoft 365 user and 10 meetings.

What happens at the end of the trial?

When 14 days or 10 meetings are used, your meeting allowance pauses until you choose a plan. Paid billing begins only after you confirm it.

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