AI-Agents working with Microsoft Dynamics 365 CRM
Choose a ready-to-run Agent that connects to Microsoft Dynamics 365 CRM and handles recurring work for you.
Your sales lead gets a Monday view of open deal counts and values by stage, with the reporting period and any missing amounts clear.
47 toolsYour follow-ups to sales leads go into the original email thread, and replies reach your chat so you can take over.
16 toolsYour inbound leads get a meeting invitation at the first open time on their rep's calendar, or a follow-up email when no time is open.
33 toolsYour deal owners get rejection emails when someone else created the proposal, so they know which offer needs revision.
29 toolsYour introduction replies are ready to review in the original thread, and a private chat message points you to the draft.
24 toolsKeep your sales follow-up process moving with relevant emails at key deal stages and a clear record of every send or hold.
31 toolsGet a sales pipeline report in the same email thread, with the deal count or value and the filters behind it.
33 toolsGet a lead list from your existing sales records, with duplicates handled and a CSV that links back to the records behind every row.
25 toolsYour reviewer sees what changed in a forwarded quote before deciding whether to approve it, without digging through the deal.
20 toolsGet a relevant reply when the next step is open, plus a task that tells your rep what the prospect said and what comes next.
23 toolsYour Zoho CRM leads show whether someone sent a first reply, and owners get a clear task when outreach is still due.
15 toolsSee which imported leads got a first email and which still need your personal follow-up, with uncertain matches ready for your review.
11 tools
