Automate Dynamics 365 with AI agents
Dynamics 365 from Microsoft combines CRM, ERP, and productivity apps to streamline sales, marketing, customer service, and operations in one integrated platform
CRMOne-click sign-in
What you can ask your agent
- “Add new leads from my inbox to Dynamics 365 with their company and email.”
- “Every week, remind the team on Slack about Dynamics 365 deals with no recent activity.”
- “Send me a morning brief of today's Dynamics 365 follow-ups.”
Your agent connects Dynamics 365 with a one-click sign-in, only for the agent you choose, and asks before sending, posting or deleting anything.
Automate Dynamics 365 free for 7 daysHow it works
- STEP 1Tell your agent what to do with Dynamics 365, in plain words.
- STEP 2Connect Dynamics 365 (and any other app it needs) in a click.
- STEP 3Approve the routine: it runs on schedule, with a history of every run.