AI Agent for Dynamics 365
Automate lead management, customer service, and business operations by connecting an AI agent to your Dynamics 365 environment.
Lead Management
Capture leads from web forms and WhatsApp, create them in Dynamics 365 Sales, and trigger nurture workflows automatically.
Case Routing
Create customer service cases in Dynamics 365 from incoming messages. Route by priority, product, and SLA requirements.
Opportunity Tracking
Update deal stages, log activities, and send pipeline status summaries from Dynamics 365 Sales data.
Sales Reporting
Generate pipeline reports, win/loss analysis, and sales performance dashboards from Dynamics 365 data on demand.
Finance Operations
Process vendor invoices, check budget status, and route approval requests from Dynamics 365 Finance.
Microsoft Ecosystem Sync
Leverage the full Microsoft stack - Teams notifications, Outlook emails, SharePoint documents - alongside Dynamics 365 data.
How to get set up
- Microsoft Dynamics 365 subscription (Sales, Service, or Finance)
- Azure AD admin access for API permissions
- Select Dynamics modules
Choose which Dynamics 365 apps the agent connects to - Sales, Customer Service, Finance, or Business Central.
- Configure Dataverse API access
Set up Azure AD app registration and grant appropriate Dataverse API permissions for the agent.
- Map entity workflows
Define how the agent interacts with leads, opportunities, cases, and other Dynamics entities. Set up automation rules.
- Test and deploy
Verify agent actions against your Dynamics test environment. Confirm data flows, notifications, and workflow triggers.
FAQ
Does it work with Business Central?
Yes. Dynamics 365 Business Central integrates via the same API framework. The agent can handle finance, inventory, and sales workflows for SMBs on Business Central.
Can it trigger Power Automate flows?
Yes. The agent can trigger Power Automate flows from Dynamics events, enabling complex multi-step automations that span the Microsoft ecosystem.
How does it handle custom entities?
The agent connects to custom Dataverse entities. During setup we map your custom fields and relationships so the agent works with your specific data model.
Automate your Dynamics 365
Set up an AI agent for Dynamics 365.