Dynamics365 for your voice agent

Dynamics 365 is Microsoft's platform combining CRM, ERP, and productivity apps. It streamlines sales, marketing, service, and operations in one place.

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The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Available
Plan
Growth and Scale, from A$199 a month. CRM connectors start on Growth.
How it connects
One click. You sign in to Dynamics365 from Connected apps and approve access. There's no API key to paste.
What it reads
48 actions, such as dynamicscrm get a invoice, dynamicscrm get a lead and dynamicscrm get all leads.
What it changes
71 actions, such as add Contact to Account, assign User Security Role and associate Contact Account.
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 119. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

Dynamics365 actions

Reads 48

  • Dynamicscrm get a invoice
  • Dynamicscrm get a lead
  • Dynamicscrm get all leads
  • Get account
  • Get all invoices action
  • Get appointment
  • Get Attribute Metadata
  • Get case
  • Get contact
  • Get email activity
  • Get invoice line item
  • Get note
  • Get opportunity
  • Get opportunity line item
  • Get price list
  • Get product
  • Get quote
  • Get quote line item
  • Get sales order
  • Get sales order line item
  • Get system user
  • Get task
  • Get transaction currency
  • List appointments
24 more
  • List Entity Definitions
  • List entity sets
  • List invoice line items
  • List notes
  • List opportunity line items
  • List price lists
  • List products
  • List quote line items
  • List quotes
  • List sales orders
  • List system users
  • List transaction currencies
  • Query accounts
  • Query campaigns
  • Query cases
  • Query contacts
  • Query email activities
  • Query Entity Data
  • Query opportunities
  • Query phone calls
  • Query social activities
  • Query tasks
  • Resolve Case
  • Get Caller Identity

Changes 49

  • Add Contact to Account
  • Assign User Security Role
  • Associate Contact Account
  • Create Annotation
  • Create appointment
  • Create Email Activity
  • Create invoice line item
  • Create opportunity line item
  • Create Phone Call
  • Create price list
  • Create Product
  • Create Product Price List Item
  • Create quote
  • Create quote line item
  • Create sales order line item
  • Create Social Activity
  • Create system user
  • Create Task
  • Create transaction currency
  • Disassociate Contact Account
  • Create Account
  • Create Case
  • Create Contact
  • Create Invoice
25 more
  • Create Lead
  • Create Opportunity
  • Create Sales Order
  • Update Case
  • Update Invoice
  • Update Lead
  • Update Opportunity
  • Update Sales Order
  • Execute Batch
  • Update account
  • Update Account Name
  • Update appointment
  • Update contact
  • Update email activity
  • Update invoice line item
  • Update note
  • Update opportunity line item
  • Update price list
  • Update product
  • Update quote
  • Update quote line item
  • Update sales order line item
  • Update system user
  • Update task
  • Update transaction currency

Deletes 22

  • Clear Account Description
  • Delete account
  • Delete appointment
  • Delete case
  • Delete contact
  • Delete email activity
  • Delete invoice
  • Delete invoice line item
  • Delete lead
  • Delete note
  • Delete opportunity
  • Delete opportunity line item
  • Delete price list
  • Delete product
  • Delete quote
  • Delete quote line item
  • Delete sales order
  • Delete sales order line item
  • Delete system user
  • Delete task
  • Delete transaction currency
  • Remove Contact from Account

Dynamics365 setup

  1. Signing in to Dynamics365

    Choose Dynamics365 in Connected apps and approve its consent screen. Your tokens stay with our connection broker and never reach the agent.

  2. Choosing the actions

    Choose which of the 119 actions the agent may use. Start with lookups and add the ones that change Dynamics365 when you're ready.

  3. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

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