Integration
Connect WebuildYourAI. to
Dynamics
Introduction
Microsoft Dynamics 365 unifies CRM and ERP into a single, cloud-based suite for sales, service, finance, operations, and HR teams. It centralises data, standardises processes, and surfaces insights across the organisation. Our company designs AI agents that operate within and around Dynamics, extending these capabilities with autonomous, policy-aligned workflows that reduce manual effort while preserving governance across the wider Microsoft ecosystem.
Core Workflows
Sales and CRM agents monitor leads, opportunities, and activities across Dynamics 365 and connected channels. They qualify web and event leads, enrich accounts with external firmographics, highlight at-risk deals based on pipeline signals, and draft tailored follow-up emails or call plans directly in existing sales workspaces.
Service and field operations agents track cases, work orders, and knowledge articles. They triage new tickets from omnichannel sources, propose classifications and SLAs, suggest resolutions from the knowledge base, and coordinate technician scheduling by matching skills, location, and parts availability already held in Dynamics.
Finance and order-to-cash agents observe transactions from quote to invoice. They validate pricing and tax rules, check credit exposure using integrated data, trigger approval workflows for exceptions, and summarise daily variances or overdue items, so finance teams focus on exceptions while routine updates proceed autonomously.
Supply chain and inventory agents follow demand, stock, and logistics data across Dynamics 365. They flag low inventory and unusual demand patterns, propose purchase or transfer orders, reconcile shipment statuses with external carriers, and compile concise supply risk briefings for planners based on current orders and forecast shifts.
Extended Capabilities
Agentic workflows use Dynamics 365’s APIs and events to sense changes, decide on the next best action, and execute tasks across CRM, ERP, and connected tools. Our agents continuously monitor records, orchestrate approvals, and summarise activity, giving teams timely, contextual support without adding new systems or interfaces.
Conclusion
Agentic workflows built on Dynamics 365 reinforce its role as a single operational backbone, reducing fragmentation and manual intervention. By observing Dataverse events, applying business rules, and working across Microsoft 365 and Power Platform, our agents keep information consistent, highlight priorities, and guide teams through complex processes, with expert configuration available when deeper tailoring is required.