AI agents for Microsoft Dynamics 365 that keep sales and service records current.
Your agents work inside Microsoft Dynamics 365 in real time. Rent a ready-made one and go live within hours, or get a custom agent live in 5 business days.
INSIDE MICROSOFT DYNAMICS 365
What agents can do
- Create and update records
- Qualify leads
- Log activity
- Trigger on events
HOW IT CONNECTS
Connected securely in three steps
- Connect with access scoped to what the agent needs and nothing more.
- Map fields and set what the agent can read and write.
- Go live, with every action logged for review.
Teams using Microsoft Dynamics 365 say
★★★★★
“I didn't want one more login for the team. The agent lives in Microsoft Dynamics 365, does its part and logs every change. We're saving about $6,000 a month against the hire we'd budgeted for.”
★★★★★
“Connecting Microsoft Dynamics 365 took one short call and an admin login. The agent was working on our live data that week, and our team got back roughly 20 hours a week.”
★★★★★
“We have ten years of history in Microsoft Dynamics 365, odd custom fields and all. They learned how we use it before building anything, and response times went from hours to seconds.”