SHEET 01CRM & Revenue IntegrationD3

Dynamics 365 Integration

Connect Microsoft Dynamics 365 for CRM, ERP, sales, and customer service data sync.

Get a demo All integrations
  • CRM & Revenue
  • < 10 min setup
  • Bidirectional, Real-time
  • SOC 2
  • GDPR
  • HIPAA
Dynamics 3…SOURCEDataSYNCAgentGOVERNEDActionsOUT
5Event triggers
5Agent actions
4Data types synced
< 10 minTime to connect
SHEET 02Triggers & ActionsI/O

What you can automate with Dynamics 365

Connect Dynamics 365 events to AI agent workflows with pre-built triggers and actions.

IN → Triggers5 events
  • TRG-01

    Lead Created

    Fires when a new lead is added in Dynamics 365.

  • TRG-02

    Opportunity Won

    Triggers when an opportunity is marked as won.

  • TRG-03

    Case Created

    Fires when a new customer service case is opened.

  • TRG-04

    Order Placed

    Triggers when a new sales order is submitted.

  • TRG-05

    Entity Record Updated

    Fires when any tracked entity record is modified.

Actions → OUT5 actions
  • ACT-01

    Create Lead

    Adds a new lead record in Dynamics 365.

  • ACT-02

    Update Opportunity

    Modifies an existing opportunity record.

  • ACT-03

    Create Case

    Opens a new customer service case.

  • ACT-04

    Assign Record

    Changes ownership of a Dynamics 365 record.

  • ACT-05

    Run Workflow

    Triggers a Dynamics 365 workflow or Power Automate flow.

SHEET 03Data SyncedBIDIRECTIONAL

Data types available through this integration

Dynamics 365 sync schemaBidirectional, Real-time
DS-01Leads & Contacts
DS-02Opportunities
DS-03Cases
DS-04Orders
SHEET 04Use CasesFIELD

How enterprises use Dynamics 365 with assistents

UC-01Live

Unified Customer View

Agents combine CRM and ERP data from Dynamics 365 for complete customer context.

UC-02Live

Sales Process Automation

Automate lead scoring, qualification, and pipeline management across Dynamics.

UC-03Live

Service Case Intelligence

AI routes and prioritizes service cases based on customer value and urgency.

SHEET 05Specification NotesFAQ

Questions about the Dynamics 365 integration

Which Dynamics 365 modules are supported?

The connector supports Sales, Customer Service, Finance, Supply Chain, and custom Dataverse tables.

Does it work with Power Platform?

Yes. The integration can trigger and respond to Power Automate flows and Power Apps actions.

How is Dynamics 365 security enforced?

The connector respects Dynamics 365 security roles and business unit hierarchy for all operations.

SHEET 06Related IntegrationsLINKED

Explore more integrations

INT-01

Salesforce

Bidirectional sync with Salesforce CRM for leads, opportunities, accounts, and custom objects.

CRM & Revenue
INT-02

HubSpot

Connect HubSpot CRM to sync contacts, deals, tickets, and marketing data with AI agents.

CRM & Revenue
INT-03

ServiceNow

Connect ServiceNow ITSM for incident management, change requests, and CMDB data sync.

Support & Service
INT-04

SAP

Enterprise integration with SAP ERP for finance, procurement, supply chain, and HR modules.

ERP & Enterprise
SHEET 07ProductsPRD-01..03

Power your Dynamics 365 integration with AI agents

PRD-01

Agent Builder

Create AI agents that connect to Dynamics 365 with natural language — no code required.

Learn more
PRD-02

Workflow Builder

Build multi-step workflows that automate actions across Dynamics 365 and other systems.

Learn more
PRD-03

Agent Governance

Enforce permissions, audit trails, and compliance on every agent action in Dynamics 365.

Learn more
SHEET 08Sign-offREADY

Ready to connect Dynamics 365?

Schedule a personalized demo to see how assistents’s AI agents integrate with Dynamics 365 for your organization.

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Connector
Dynamics 365
Category
CRM & Revenue
Sync
Bidirectional, Real-time
Setup
< 10 min
Compliance
SOC 2 · GDPR · HIPAA