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 CRM follow-up list shows who received a first email and whose address bounced, so the next move is clear after each batch.
10 toolsGive your team a customer service reply draft in the chat, with relevant account context ready for review before anyone sends it.
8 toolsGet a sales pipeline report for the slice you request. Open the matching deals to check the count or value.
8 toolsKeep early sales conversations moving with relevant follow-ups, and see a task when a prospect replies.
6 toolsCustomer problems reach your support queue, and the case number appears on the account for easy follow-up.
9 toolsYour job offer letter draft appears on the offer request, ready for recruiter review before anyone sends it to the candidate.
9 toolsYour reps start each shift with a short call list. Every prospect has a phone number and a reason to reach out.
13 toolsYour sales team gets ad leads with clear owners and follow-up tasks, while leads with missing details go to your chosen review owner.
12 toolsGet a business proposal draft in your company’s format, with costs and open questions ready for your review.
