Microsoft Dynamics 365 Sales integration
Close more deals and increase seller efficiency with an AI-powered CRM solution.
What your agents can do with Microsoft Dynamics 365 Sales
2 pre-built Microsoft Dynamics 365 Sales tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Actions (2)
Find Contact
Search for a contact by id, name, or using a custom filter.
Create Custom Entity
Create a custom entity.
Set up Microsoft Dynamics 365 Sales in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
Connect your Microsoft Dynamics 365 Sales account
In Relevance AI, open Integrations and add Microsoft Dynamics 365 Sales. You will be sent to Microsoft Dynamics 365 Sales to sign in and approve access, and the connection is stored against your workspace.
Use Microsoft Dynamics 365 Sales in an agent
Create a tool, add a Microsoft Dynamics 365 Sales tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put Microsoft Dynamics 365 Sales to work in your agents
Connect Microsoft Dynamics 365 Sales alongside 1,800+ other integrations and let your agents run the busywork.