UC-01Live
Unified Customer View
Agents combine CRM and ERP data from Dynamics 365 for complete customer context.
Connect Microsoft Dynamics 365 for CRM, ERP, sales, and customer service data sync.
Connect Dynamics 365 events to AI agent workflows with pre-built triggers and actions.
Fires when a new lead is added in Dynamics 365.
Triggers when an opportunity is marked as won.
Fires when a new customer service case is opened.
Triggers when a new sales order is submitted.
Fires when any tracked entity record is modified.
Adds a new lead record in Dynamics 365.
Modifies an existing opportunity record.
Opens a new customer service case.
Changes ownership of a Dynamics 365 record.
Triggers a Dynamics 365 workflow or Power Automate flow.
Agents combine CRM and ERP data from Dynamics 365 for complete customer context.
Automate lead scoring, qualification, and pipeline management across Dynamics.
AI routes and prioritizes service cases based on customer value and urgency.
The connector supports Sales, Customer Service, Finance, Supply Chain, and custom Dataverse tables.
Yes. The integration can trigger and respond to Power Automate flows and Power Apps actions.
The connector respects Dynamics 365 security roles and business unit hierarchy for all operations.
Create AI agents that connect to Dynamics 365 with natural language — no code required.
Learn moreBuild multi-step workflows that automate actions across Dynamics 365 and other systems.
Learn moreEnforce permissions, audit trails, and compliance on every agent action in Dynamics 365.
Learn moreSchedule a personalized demo to see how assistents’s AI agents integrate with Dynamics 365 for your organization.