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AI-native automation

Automate work acrossMicrosoft Dynamics 365 and Fireflieswith Caddi AI Agents.

Automate anything you do across Microsoft Dynamics 365, Fireflies, and the rest of your tools. Sign in, show or tell Caddi what you want, and it runs end to end. No workflow builder.

Free for one user.

How to connect Microsoft Dynamics 365 and Fireflies

  1. Connect Microsoft Dynamics 365 to Caddi

    Allow

    1Sign in to Microsoft Dynamics 365

    One click with your own Microsoft Dynamics 365 login. No API keys.

  2. Connect Fireflies to Caddi

    Allow

    2Sign in to Fireflies

    The same click again. Both tools are connected.

  3. When something new comes in to Microsoft Dynamics 365, update Fireflies.

    Type it

    3Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  4. Running

    14 done1 for review

    4Watch it run

    Caddi does the work and flags anything unsure for review.

  • The Planning Center
  • Beveridge & Diamond
  • Palace
  • Portner & Shure
  • Knight Law Group
  • Ervin Cohen & Jessup
  • Burney Wealth Management
  • JFS Wealth Advisors

What Caddi is and how it works

An AI teammate that runs your back-office loops.

  • Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
  • Taught like a new hire. Walk Caddi through the work once. Tweak it later by chat, with no workflow builder to re-architect.

SOC 2 attested · Human-in-the-loop · Full audit trail · 150+ tools across legal, finance, and operations

Practical ways to use Microsoft Dynamics 365 and Fireflies together

  • 01

    Keep Microsoft Dynamics 365 and Fireflies in lockstep.

    Caddi listens for changes on either side and writes the matching update to the other, so your team stops keeping two systems in sync by hand.

Actions Caddi can take across Microsoft Dynamics 365 and Fireflies

Caddi can still automate Microsoft Dynamics 365 and Fireflies; we just haven't catalogued every action here yet. Ask us about your specific workflow.

Common questions

How does Caddi connect Microsoft Dynamics 365 and Fireflies?

Microsoft Dynamics 365 and Fireflies just run together. You teach Caddi the way you'd teach a new hire: walk it through how you use them today, with no workflow builder to wire up. Caddi turns that walkthrough into a verified loop and runs it against Microsoft Dynamics 365 and Fireflies end-to-end.

Do I need engineering help?

No. Whoever does the work today walks Caddi through it on a call, the same way they'd train a new hire. Caddi builds the loop. No code, no IT ticket.

Is my data safe?

Yes. Caddi is SOC 2 attested. The AI watches and builds the automation, and once the loop ships it runs as deterministic code, repeatable and logged, with any model step scoped and reviewable.

Can Caddi connect Microsoft Dynamics 365 and Fireflies to other tools too?

Yes. Most Caddi loops span 3–6 tools. Once the first Microsoft Dynamics 365 + Fireflies loop is live, Caddi suggests other tools and other workflows to fold in.

How fast can it go live?

Typical first loops ship within a week of that first walkthrough. The Caddi team reviews every loop before it runs in production.

Ready to automate Microsoft Dynamics 365 and Fireflies?

Drop your work email and we'll show you Caddi running end-to-end against Microsoft Dynamics 365, Fireflies, and the rest of your stack.