Lead Generation
AI Sales Agent for Microsoft Dynamics 365
Leads in Dynamics 365 qualified and nurtured in conversation, then turned into opportunities on the right account for an owner.
Leads in Microsoft Dynamics 365 often wait days for a first contact, and opportunities end up on the wrong account. This sales agent starts the conversation for you. It qualifies and nurtures each lead in your tone, checks existing accounts and contacts first, and turns sales-ready leads into opportunities linked to the right account and owner. Access runs through your own Azure app registration, managed by your IT team.
- Every Dynamics 365 lead gets a first conversation without waiting for a rep
- Opportunities are created under the right account and contact
- Access stays inside your Azure app registration and permissions
$7,400
20–30 working days
Optional maintenance $370/mo
What it is
AI Sales Agent for Microsoft Dynamics 365 qualifies and nurtures leads through conversation and turns sales-ready ones into opportunities linked to the right account and contact. It connects through an Azure app registration with Dynamics permissions and reads leads, contacts, accounts and opportunities before acting. Every conversation is logged so reps start with full context.
Why businesses buy it
In larger sales teams on Dynamics 365, the first conversation is often the slowest step, and data tidy-ups after the fact cost hours every week. This agent removes both problems. Leads are qualified in conversation as they arrive, and ready ones become opportunities that already sit under the right account. Reps start with context, and managers trust the pipeline. Access is controlled by your IT team through Azure, and the full scope is written down before you order, so security and sales leaders can sign off with confidence.
Problems this solves
Sales-ready leads are not linked to the right account and contact
The agent reads leads, contacts, accounts and opportunities in Dynamics 365 before acting. Sales-ready leads then become opportunities linked to the correct account and contact, instead of loose records.
Reps open opportunities with no record of earlier conversations
Every conversation is logged in Dynamics 365 under the documented mapping. Reps start with full context, rather than asking the prospect to repeat what they already explained.
IT teams need tight control over Dynamics access
The agent connects through an Azure app registration with Dynamics permissions. Access runs through invites or keys you control, and testing uses sandbox or test records.
A good fit if
Your sales team runs on Microsoft Dynamics 365, and leads wait there for someone to make first contact.
Opportunities should sit under the right account and contact from the start, not be tidied up later.
Your IT team manages access through Azure and can register an app with Dynamics permissions.
Reps work in Outlook, and you want it as the one extra system for meetings or email.
Not the right fit if
You want reps' own emails and calls written into Dynamics 365, not a sales conversation. See AI CRM Assistant for Microsoft Dynamics 365.
Your CRM is Salesforce. See AI Sales Agent for Salesforce.
You only need inbound leads scored and routed, without nurture. See AI Lead Qualification Agent.
Every message must be stored as a Dynamics 365 activity record. That sits outside the standard mapping, so add a note at checkout for a Change Quote.
How it works
- Your IT or Dynamics admin registers an app in Azure with the Dynamics permissions the mapping needs, and a 30-minute call settles which lead, contact, account and opportunity fields are used.
- Each new enquiry is checked against existing leads, contacts and accounts, so a known account is recognized before the first reply.
- Your playbook's questions are asked in conversation on the chosen channel, and each answer is stored on the lead in the fields you mapped.
- Leads that are not ready stay open in nurture, with a running summary kept in a mapped field so a rep can read the story so far.
- Sales-ready leads become opportunities linked to the right account and contact, assigned to the owner your rules name.
- Anything outside your approval rules, such as a discount or a non-standard term, is held for a person.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- An Azure app registration with Dynamics permissions, and an admin for a 30-minute setup call.
- Your qualification criteria, ideal customer profile and the point where a lead should become an opportunity.
- Owner assignment rules and the opportunity fields to fill at hand-off.
- Access to the one extra system, such as Outlook, if you want it connected.
- Your playbook, ten real conversations or emails, and the approver for exceptions.
- Your business information and one decision-maker.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake verified; Azure app tested and qualification rules agreed.
Weeks 1–2
Conversation, nurture and opportunity hand-off logic built.
Week 3
Leads, contacts, accounts and opportunities mapped two-way.
Weeks 3–4
Documented scenarios run in a sandbox environment or on test records.
Week 4
Two rounds of changes after your review.
Go-live
Live, recorded 60-minute handoff, support begins.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $7,400 |
| Express | 15–25 working days | $8,500 |
| Rush | 10–20 working days | $9,600 |
What you receive at handover
- The AI Sales Agent configured on one channel and connected to Microsoft Dynamics 365, plus up to one more system
- A documented Dynamics 365 field mapping
- Access set up through your Azure app registration, with keys you control
- A test report on sandbox or test records
- Admin guide, recorded 60-minute handoff session and 30 days of support
Expected benefits and how to measure them
- Can keep Dynamics 365 opportunities linked correctly from the start.
- Helps reps open each opportunity with the conversation history in front of them.
- Opportunities created from qualified leads
- Use a Dynamics 365 view to compare opportunities created from leads before and after launch.
- Opportunities missing account or contact links
- Build an advanced find query for unlinked opportunities, comparing counts for matching months.
- Time from lead to opportunity
- Compare lead created and qualified dates in Dynamics 365, averaged before and after launch.
Before you start: Run a Dynamics 365 view of last month's leads, opportunities created, and opportunities missing account or contact links.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build is paid once. Running it costs roughly $50 to $250 a month in AI model usage and hosting in your own accounts, alongside your Dynamics 365 licenses. Higher lead volumes and longer nurture push usage up.
Microsoft Dynamics 365 licenses and plan upgrades are outside the build, and AI usage during testing is billed to you.
Ask about running costsCustom requirements
Activity records for every message, custom Dynamics 365 objects beyond the mapping, or a second channel need a Change Quote. Add a note at checkout and receive the written quote; work starts only once you accept it.
Request a custom versionKeep it running
After launch, monthly maintenance keeps the agent aligned with your Dynamics 365 setup: monitoring, fixes and monthly change hours for new qualification fields, revised owner rules or updated objection responses. It starts after the 30 days of support and can be cancelled any month.
$370/mo (5% of the build price a month, includes 3 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | A CRM copilot license is added per user | A CRM partner quotes after workshops | Ours is one fixed price, shown before you buy |
| First contact | Leads wait for a rep | Depends on the project | Ours opens the conversation and qualifies on your channel |
| Opportunities | Created by reps after calls | Agreed per project | Ours creates them under the right account and contact |
| Access | Licensed per seat in your tenant | Set up by the partner | Ours runs on an Azure app registration you control |
| Delivery | Rollout per team, then tuning | Often several months | Ours has a fixed delivery time shown before you buy, with faster options |
Questions about this product
Which Dynamics 365 records does the sales agent use?
Leads, contacts, accounts and opportunities, under a field mapping agreed with your admin and documented. It reads them before acting, stores qualification answers on the lead, and creates opportunities linked to the right account and contact. Custom objects outside the mapping are excluded unless a Change Quote adds them.
Is each conversation stored as a Dynamics 365 activity?
Not in the standard mapping, which covers leads, contacts, accounts and opportunities. Instead, a running summary of the conversation is kept in a mapped field on the lead or opportunity. If you need every message stored as an activity record, add a note at checkout and we quote it.
What does the Azure app registration for Dynamics 365 need?
Dynamics permissions that cover the records in the mapping, granted by your admin on a 30-minute setup call, with details shared securely and never by email. Because the registration sits in your own Azure tenant, you can review or revoke its access whenever you choose.
Can the Dynamics 365 sales agent book meetings in Outlook?
Yes, if Outlook is the one extra system you connect. A sales-ready lead can then be offered a slot with the opportunity owner. Without that connection, the owner receives the opportunity and arranges the meeting. Connecting Outlook and another system as well would need a Change Quote.
Why does the Dynamics 365 edition cost more than the HubSpot edition?
Connecting Microsoft Dynamics 365 through an Azure app registration and mapping its leads, contacts, accounts and opportunities takes more setup and testing than lighter CRMs, much like the Salesforce edition. The agent, its playbook logic and its delivery schedule are identical across editions. Each edition's fixed price is shown on its own page before you buy, so you can compare them side by side.
How long does AI Sales Agent for Microsoft Dynamics 365 take?
The Dynamics 365 build follows a fixed schedule that begins once your intake is verified. The exact date is shown on this page before you buy, along with express and rush options if you need it sooner. Azure access, qualification rules, your playbook and sample conversations are due within 72 hours of ordering, and each day late moves delivery by 3 working days.
What will the Dynamics 365 sales agent cost to run each month?
Roughly $50 to $250 a month in AI model usage and hosting, billed to your own accounts, on top of your Dynamics 365 licenses. Busy lead flows and long nurture sit higher in that range. Monthly maintenance is optional. Its change hours cover new qualification fields, revised owner rules or updated objection responses.
Give every Dynamics 365 lead a first conversation.
Order AI Sales Agent for Microsoft Dynamics 365 and leads are qualified and nurtured in conversation, with ready ones becoming opportunities on the right account for their owner, on a delivery date shown before you pay.
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