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Dynamics 365 Integration

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

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CRM & Revenue< 10 min setupBidirectional, Real-timeSOC 2GDPRHIPAA
.// Triggers & Actions

What you can automate with Dynamics 365.

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

Triggers
Lead Created
Fires when a new lead is added in Dynamics 365.
Opportunity Won
Triggers when an opportunity is marked as won.
Case Created
Fires when a new customer service case is opened.
Order Placed
Triggers when a new sales order is submitted.
Entity Record Updated
Fires when any tracked entity record is modified.
Actions
Create Lead
Adds a new lead record in Dynamics 365.
Update Opportunity
Modifies an existing opportunity record.
Create Case
Opens a new customer service case.
Assign Record
Changes ownership of a Dynamics 365 record.
Run Workflow
Triggers a Dynamics 365 workflow or Power Automate flow.
.// Data Synced

Data types available through this integration.

Leads & Contacts
Opportunities
Cases
Orders
.// Use Cases

How enterprises use Dynamics 365 with assistents.

Unified Customer View

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

Sales Process Automation

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

Service Case Intelligence

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

.// FAQ

Frequently asked questions.

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.

.// Related Integrations

Explore more integrations.

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SAP

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

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.// Products

Power your Dynamics 365 integration with AI agents.

Agent Builder

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

Workflow Builder

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

Agent Governance

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

.// Get Started

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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