What can an AI teammate do with Dynamics 365?

A Dynamics 365 AI teammate 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 teammate support?

The teammate 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 teammate 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. Read-only actions like listing contacts or fetching pipeline data run automatically.

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

Yes. The AI teammate 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 teammate for ad-hoc queries and scheduled summaries alongside your existing automations.

CRM & sales

AI Teammate for Dynamics 365

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

Your AI teammate for Dynamics 365 reads and updates contacts, accounts, leads, and opportunities across your CRM and ERP. An ideal AI assistant for sales pipeline automation, contact management, and opportunity tracking. Write actions always require your approval.

Dynamics 365 holds your entire sales and customer relationship history, but surfacing the right data at the right time is slow without automation. An AI teammate turns your CRM into an active system - monitoring pipeline changes, flagging stale deals, and keeping records accurate without manual effort.

Connect Dynamics 365 Visit Dynamics 365

What your AI teammate can do with Dynamics 365

Read-only actions run automatically. Write actions require your approval.

Read-only actions

list contacts

Retrieve and filter contacts from your Dynamics 365 CRM

get account

Look up a specific account and its associated details

list opportunities

Browse open and closed opportunities across your sales pipeline

get leads

Retrieve and filter inbound leads by status, source, or owner

list activities

View tasks, calls, emails, and appointments linked to records

Write actions (require approval)

create contact

Add a new contact record to your Dynamics 365 CRM

update opportunity

Update opportunity stage, value, or close date in your pipeline

Example workflows with Dynamics 365

Real tasks you can run on a schedule or on demand.

task

summarize stale opportunities that haven't been updated in 30 days and send a digest to the sales team

task

pull new inbound leads each morning and draft personalised outreach emails for review

task

update opportunity stages in bulk after a sales review meeting based on your notes

task

generate a weekly pipeline report with total value by stage and email it to stakeholders

How to connect Dynamics 365

Create a free m8tes account.

Connect Dynamics 365

Click Connect and complete the OAuth flow or enter your API key.

Create a task

Give your AI teammate a task that uses Dynamics 365. It handles the rest.

Dynamics 365 AI teammate: FAQ

Common questions about using an AI teammate with Dynamics 365.

Build an AI teammate for Dynamics 365

Connect Dynamics 365 to an autonomous AI teammate that reads data, runs tasks on schedule, and delivers structured output.

AI teammates — all integrations
Build a teammate that uses Dynamics 365 alongside your other tools.

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