AI-Agents for Policy Exceptions working with Microsoft Dynamics 365 CRM
Flag out-of-policy purchases, check promotion pay, route approvals. Every one is ready to run, and you can adjust it in plain language.
Your reviewer sees what changed in a forwarded quote before deciding whether to approve it, without digging through the deal.
20 toolsSee where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.
27 toolsSee how a quote differs from the deal your team approved, right in the file comments your reviewer can read.
18 toolsSee quote changes beside the deal amount your team signed off, with the difference recorded on the deal.
18 toolsKnow whether a buyer order matches your sales quote before the quote goes out for signature.
13 toolsGive your team a customer service reply draft in the chat, with relevant account context ready for review before anyone sends it.
8 tools
