What can an AI agent do with Dynamics 365?

A Dynamics 365 AI agent can read and summarize contacts, accounts, leads, and opportunities, monitor pipeline health, flag stale deals, draft outreach based on CRM data, update opportunity stages, and generate sales reports - all automatically on a schedule or on demand. Write actions like creating or updating records always require your approval.

Which Dynamics 365 modules does the AI agent support?

The agent works with the core Sales and CRM modules - contacts, accounts, leads, opportunities, and activities. ERP modules like Finance and Supply Chain are not currently supported.

Will my agent make changes to CRM records without my approval?

No. Any write action - creating a contact, updating an opportunity, or logging an activity - requires your explicit approval before it executes. Some read-only actions run without asking; the list on this page is the exact set. Everything else waits for your approval.

Can I use this alongside my existing Dynamics 365 workflows and automations?

Yes. The AI agent operates through the Dynamics 365 API and does not interfere with existing Power Automate flows or native workflows. You can run both in parallel - using the agent for ad-hoc queries and scheduled summaries alongside your existing automations.

CRM & sales

Dynamics 365, run by an agent.

An AI agent that reads, updates, and automates your Dynamics 365 CRM.

Connect Dynamics 365 Book a demo

What it does without asking

4 tools

dynamicscrm get a invoice
dynamicscrm get a lead
dynamicscrm get all leads
get all invoices action

These run without asking so your agent can gather what it needs. Anything that changes Dynamics 365 goes through approval: your agent shows you the plan first, and you can approve a recurring task once so it runs unattended after that.

A real run

An example of how a run works, including the approval step. Not a Dynamics 365 run.

Google Ads

Paid search

Working

review last week's google ads and cut wasted spend.

Queried Google Ads · last 7 days · 4 campaigns

Analyzed search terms · 312 terms · 18 with zero conversions

Drafted changes · 12 negative keywords · 2 budget shifts

Found $1,840/mo going to search terms that never convert. I'd add 12 negatives and move that budget to your two best campaigns. This changes the account, so it's your call before I touch anything.

Plan approval

Add 12 negative keywords stops $1,840/mo on terms with 0 conversions · reversible
Shift budget move the freed spend to your 2 best campaigns · roas 4.2×

Waiting for your approval. Nothing runs until a human decides.

example

Connecting Dynamics 365

About 10 minutes

Auth: OAuth, managed
Setup: About 10 minutes

Example tasks

Real work people hand to an agent that uses Dynamics 365.

summarize stale opportunities that haven't been updated in 30 days and send a digest to the sales team
pull new inbound leads each morning and draft personalised outreach emails for review
update opportunity stages in bulk after a sales review meeting based on your notes
generate a weekly pipeline report with total value by stage and email it to stakeholders