AI products that work with Microsoft Dynamics 365
Teams that sell through Microsoft Dynamics 365 can add AI without a second CRM. Two editions connect natively to it. One keeps records, notes and next steps current from emails and calls. The other engages, qualifies and nurtures leads, then hands sales-ready deals to your reps. Both read and update leads, contacts, accounts and opportunities.
- Data exchanged
- leads, contacts, accounts and opportunities
- Access you provide
- Azure app registration with Dynamics permissions
- Added to the core price
- $1,500 for the Microsoft Dynamics 365 edition of a product
- Not included
- Microsoft Dynamics 365 license or subscription costs, and any customization beyond the field mapping agreed during setup.
| Product | What it does in Microsoft Dynamics 365 | Price | Add to cart |
|---|---|---|---|
| AI CRM Assistant for Microsoft Dynamics 365 | Updates CRM records, notes and next steps from emails and calls, connected natively to Microsoft Dynamics 365 so it reads and updates leads, contacts, accounts and opportunities. | Price range: $5,400 through $7,000 | Add to cart |
| AI Sales Agent for Microsoft Dynamics 365 | Engages, qualifies and nurtures leads through conversation and hands sales-ready deals to reps, connected natively to Microsoft Dynamics 365 so it reads and updates leads, contacts, accounts and opportunities. | Price range: $7,400 through $9,600 | Add to cart |
What does each Dynamics 365 edition handle?
AI CRM Assistant for Microsoft Dynamics 365 updates CRM records, notes and next steps from emails and calls. It tackles the record-keeping that reps tend to put off, so the CRM reflects what actually happened with each lead and account rather than what someone remembered to type in.
AI Sales Agent for Microsoft Dynamics 365 engages leads through conversation, qualifies and nurtures them, and passes sales-ready deals to your reps. It suits teams with more leads than reps have time to work properly, where good prospects can go cold while waiting for a reply.
Which Dynamics 365 edition should we start with?
If your Dynamics 365 data is patchy and reporting suffers for it, start with the CRM Assistant, because clean records help everything else. If the records are fine but leads wait too long for a reply, start with the Sales Agent. The two work well together, since one moves conversations forward and the other keeps the record of them current.
Questions buyers ask
Which Dynamics 365 records do these use?
Both editions connect natively to Microsoft Dynamics 365 and read and update leads, contacts, accounts and opportunities. The Scope Card on each product page spells out the details for that edition, so your CRM admin can review it before you order.
Will reps still own their deals?
Yes. AI Sales Agent for Microsoft Dynamics 365 hands sales-ready deals to your reps. It handles early conversations and nurturing, and your people take over when a lead is ready for a real sales conversation. The relationship stays with your team.
Where does the Dynamics 365 setup run?
In your own accounts. The editions connect to your Microsoft Dynamics 365 environment and your data stays there. Each product page shows the fixed scope and a written Scope Card, and you can order online once it fits how your sales team works.
How the connection is set up
The general pattern we follow for every integration.
- 1You create the necessary access in your Microsoft Dynamics 365 account: a private app, an API key, or an OAuth approval, depending on what Microsoft Dynamics 365 supports.
- 2We agree a secure way to share access during intake. Please never send passwords or API keys by email.
- 3We agree the field mapping with you and test it on sample records before anything goes live.
- 4You can revoke access from Microsoft Dynamics 365 or the portal at any time.
Frequently asked questions
Which Microsoft Dynamics 365 plan do I need?
It depends on the product. Each product page lists the Microsoft Dynamics 365 features it relies on; plan upgrades are not included.
Will it change my existing data?
Only the fields in the mapping agreed with you, and that mapping is tested on sample records before anything goes live.
Can I use a different platform instead?
Many products also have editions for other platforms. See the full integrations list for what is currently published.