Workforce AI + Dynamics 365
Let your AI employees work in Dynamics 365.
Connect the account once. Then give your employees a real job using the records, messages, files, or activity already in Dynamics 365.
16 Dynamics 365 actions available.
Useful work
Start with a job you already do.
Pick one repeatable piece of work. Check the first result. Keep it when it saves you a step.
Show every open deal with its next step.
Create the follow-up work for the right owner.
Bring recent account activity into a meeting brief.
Try this first
A clear instruction gets a useful result.
In Dynamics 365, find the work that needs my attention. Show me the record and who owns it. Tell me the next action. Prepare the update for me to review.
Available actions
What your employees can use.
The complete guide lists every action. These are a few of the jobs available now.
- 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
Setup
Connect it in the dashboard.
- 1
Open Integrations in Workforce AI.
- 2
Choose Dynamics 365 and select Connect.
- 3
Complete the sign-in or account details on screen.
- 4
Open Chat and give an employee one Dynamics 365 job.
Questions
Before you connect Dynamics 365.
What can Workforce AI do with Dynamics 365?
Dynamics 365 has 16 available actions in Workforce AI. Your AI employees can use the actions that fit the job you give them.
How do I connect Dynamics 365?
Open Integrations in the Workforce AI dashboard, choose Dynamics 365, and complete the sign-in or account details shown on screen.
Can Dynamics 365 be used in a scheduled task?
Yes. Test the instruction in chat first. When the result is right, save the same job as a scheduled task.
Dynamics 365 + Workforce AI
Put Dynamics 365 to work.
Connect your account, give your AI employees one job, and check the result.
Start free with the email drafter. No card required. Add a card to try all of Pro, cancel anytime, no surprise charge.
