AI-Agents for Request Intake working with Microsoft Dynamics 365 CRM
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Your sales lead list catches up with yesterday's ad inquiries, while your team gets a short chat list of matches and missing details to review.
36 toolsYour draft quote carries the scope version your team signed off, so approvers can review the right file.
15 toolsYour draft quote shows the revised deal scope after sales updates the file on the deal, so reviewers see the right attachment.
6 toolsYour signers get the agreement to sign, and your seller sees the invitation details on the deal.
12 toolsClear the data entry from your lead generation handoff. Your sales team gets new contacts for follow-up and a clear review list.
34 toolsYour sales team gets qualified leads with usable contact details and a clear reason to follow up, while possible duplicates go to review.
23 toolsYour team gets CRM contacts with validated work emails and mobile numbers every Monday. See how many candidates were excluded.
30 toolsYour sales rep gets a clear inquiry and a CRM link. Existing customers keep their account context, and the ad campaign stays visible.
12 toolsCustomer problems reach your support queue, and the case number appears on the account for easy follow-up.
9 toolsGet a business proposal draft in your company’s format, with costs and open questions ready for your review.
