AI-Agents for Account Managers working with Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Follow up on client opportunities without repeating an earlier message.
Keep your sales follow-up process moving with relevant emails at key deal stages and a clear record of every send or hold.
31 toolsDraft client replies about an open deal's scope and price.
Your sales email reply draws on the conversation and current deal, with uncertain promises marked for your review before sending.
9 toolsSee revised quote differences in the deal notes for each account.
See quote changes beside the deal amount your team signed off, with the difference recorded on the deal.
18 toolsSee new ad inquiries from existing contacts on their accounts.
Your sales rep gets a clear inquiry and a CRM link. Existing customers keep their account context, and the ad campaign stays visible.
12 toolsOpen a support case for each flagged customer problem and log its number.
Customer problems reach your support queue, and the case number appears on the account for easy follow-up.
9 toolsDraft client proposals when opportunity requirements change.
Get a business proposal draft in your company’s format, with costs and open questions ready for your review.
