AI-Agents for Sales Development Representatives working with Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

Fill Company Account Gaps

Identify prospects' employers and flag uncertain account matches.

Get fuller company accounts before outreach, with a clear review task for your rep when the employer or facts need a decision.

Works with19 tools
Build Sales Lead List

Prioritize new companies to approach from a ranked prospect list.

Get a ranked sales lead list on your target profile, with a reason each company fits and accounts your team already works left out.

Works with21 tools
Enter Prospecting Leads

Get a follow-up list of new prospects without duplicate contacts.

Clear the data entry from your lead generation handoff. Your sales team gets new contacts for follow-up and a clear review list.

Works with34 tools
Add Qualified Leads

Put qualified prospects in the CRM with a reason for outreach.

Your sales team gets qualified leads with usable contact details and a clear reason to follow up, while possible duplicates go to review.

Works with23 tools
Build Prospecting Lists

Build a fresh list of reachable buyers for weekly outreach.

Your team gets CRM contacts with validated work emails and mobile numbers every Monday. See how many candidates were excluded.

Works with30 tools
Route Lead Ad Inquiries

Receive matched ad inquiries with the buyer's need and CRM link.

Your sales rep gets a clear inquiry and a CRM link. Existing customers keep their account context, and the ad campaign stays visible.

Works with12 tools
Update Lead Status

Turn delivered prospect emails into a current follow-up list.

Your CRM follow-up list shows who received a first email and whose address bounced, so the next move is clear after each batch.

Works with10 tools
Follow Up Sales Leads

Follow up after an initial prospect exchange to secure the next meeting.

Keep early sales conversations moving with relevant follow-ups, and see a task when a prospect replies.

Works with6 tools
Find Inside Sales Leads

Find callable prospects at assigned accounts with reasons to reach out.

Your reps start each shift with a short call list. Every prospect has a phone number and a reason to reach out.

Works with13 tools
Prepare Ad Leads

Prepare assigned ad leads for first contact.

Your sales team gets ad leads with clear owners and follow-up tasks, while leads with missing details go to your chosen review owner.

Works with12 tools
13–22 of 22