Dynamics 365
Connect Dynamics 365 from Integrations in the Workforce AI dashboard. Your AI employee can use the tools listed on this page when a job calls for them.
What you can do with Dynamics 365
Section titled “What you can do with Dynamics 365”- Update customer and deal records after a conversation.
- Build a pipeline brief with the next step for every open deal.
- Create follow-up tasks for the right owner.
Recipes
Section titled “Recipes”Keep deals current after meetings
Section titled “Keep deals current after meetings”After a customer meeting, use the recap to update the matching Dynamics 365 record, add the agreed next step, and create the follow-up task for the deal owner.
Run a weekly pipeline review
Section titled “Run a weekly pipeline review”Every Monday morning, review open opportunities in Dynamics 365. Show the stage, owner, next action, due date, and any deal with no recent activity.
Use the first result to fine-tune the wording, fields, or format. When it is right, keep the job available in chat or place it on a schedule.
Connect Dynamics 365
Section titled “Connect Dynamics 365”- Open Workforce AI and choose Integrations.
- Find Dynamics 365 and select Connect.
- Complete the sign-in or connection details shown on screen.
- Open your AI employee and give it one clear Dynamics 365 job.
Use Integrations whenever you want to reconnect Dynamics 365 or choose a different account.
Get a better result
Section titled “Get a better result”Name the result, the Dynamics 365 record or area involved, the audience, and the timing. Add the fields or format you want when they matter.
Common questions
Section titled “Common questions”Where will I see the result?
Section titled “Where will I see the result?”Your AI employee returns the result in your Workforce AI conversation. Work that creates or changes information can also appear under Tasks for review.
Can Dynamics 365 be part of a scheduled job?
Section titled “Can Dynamics 365 be part of a scheduled job?”Yes. Once the connection and instructions work the way you want, tell your AI employee when the job should run.
How do I use another Dynamics 365 account?
Section titled “How do I use another Dynamics 365 account?”Open Integrations, reconnect Dynamics 365, and choose the account you want during sign-in.
Dynamics 365 tool reference
Section titled “Dynamics 365 tool reference”View all 16 Dynamics 365 tools
- Dynamicscrm create account
- Dynamicscrm create case
- Dynamicscrm create contact
- Dynamicscrm create invoice
- Dynamicscrm create lead
- Dynamicscrm create opportunity
- Dynamicscrm create sales order
- Dynamicscrm get all leads
- Dynamicscrm get a invoice
- Dynamicscrm get a lead
- Dynamicscrm update case
- Dynamicscrm update invoice
- Dynamicscrm update lead
- Dynamicscrm update opportunity
- Dynamicscrm update sales order
- Get all invoices action