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.
See 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 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 toolsGet fuller company accounts before outreach, with a clear review task for your rep when the employer or facts need a decision.
19 toolsGet a thoughtful sales email reply in your private chat, with the prospect's reason and offer context close at hand before you send it.
25 toolsGet a ranked sales lead list on your target profile, with a reason each company fits and accounts your team already works left out.
21 toolsKnow whether a buyer order matches your sales quote before the quote goes out for signature.
13 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 tools
