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 email reply draws on the conversation and current deal, with uncertain promises marked for your review before sending.
9 toolsYour quiet deals get personal follow-ups based on recent conversations, with a clear report on what was sent and what needs your review.
23 toolsGive your reps a morning queue for outbound sales lead generation. They get fresh companies, buying signals, and roles to research.
16 toolsInterested prospects get a personal invitation to talk, and you see exactly what went out or why it was held.
12 toolsYour CRM shows when a rep first emailed a lead and whether follow-up is owed, with uncertain matches sent to the rep for review.
11 toolsYour sales call follow-up email reflects your notes and recent replies, with the send result right on the call.
8 toolsKeep prospect conversations moving with relevant follow-up emails, and see what went out or needs your attention.
19 toolsYour 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 lead status reflects confirmed first-email delivery. Your sales team sees the sends that still need attention.
34 toolsGet answers from your data analysis chatbot when teammates ask about the sales pipeline, with the deal filters behind each figure.
34 toolsYour draft quote carries the scope version your team signed off, so approvers can review the right file.
15 toolsSee where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.
27 tools
