CRM & sales

AI teammates for Dynamics 365

Keep opportunity records current between sales reviews.

Connect Dynamics 365 Book a demo

Example task

Dynamics 365

Your Mate

Your result

The request

Find opportunities that need an account owner update

Result and follow-up

Review the work with your Mate.

More work to hand off

Draft outreach to new leads for your review
Update deal stages from your sales review notes

Give your agents a job.

Your Mate
Sets up the task and cadence.
Specialist Mate
Does the recurring work.
You
Set the goals. Review the results.

Available actions

4 actions

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

These run without asking in Safe mode. Other changes in connected apps can also run in Safe mode. Payments, refunds, and other financial actions still need your approval.

Connecting Dynamics 365

Connection: Sign in with your account
Setup: About 10 minutes

Connect Dynamics 365 to your Mate

Choose a task and review the first result.

Create account