Pipeline & Deals
AI Sales Forecasting
Produces weekly forecasts from pipeline data with the reasoning behind each number.
Pipeline & Deals
AI CRM Assistant for Microsoft Dynamics 365
Leads and opportunities in Dynamics 365 stay current from your team's Outlook email or calling tool, without manual updates.
Your sales team lives in Outlook and Teams, and Dynamics 365 opportunities only get updated before the forecast call. This assistant reads the sales emails and calls tied to your pipeline and keeps leads, contacts, accounts and opportunities current. Summaries, next steps and qualification details go into the fields you agree, and sensitive changes wait for the owner to confirm.
- Dynamics 365 records updated from Outlook email and sales calls
- Summaries and next steps written to agreed fields
- Sensitive changes held for the owner to confirm
$5,400
20–30 working days
Optional maintenance $270/mo
What it is
AI CRM Assistant for Microsoft Dynamics 365 reads the sales emails and calls tied to your pipeline and keeps leads, contacts, accounts and opportunities current. Summaries, next steps and qualification details are written to the fields agreed in your mapping, after checking stage, owner and history. Access runs through your own Azure app registration.
Why businesses buy it
When Dynamics 365 is updated only before forecast meetings, managers make decisions on stale data and reps lose hours to catch-up admin. Handover between reps loses context, and customers repeat themselves. This assistant keeps records current as conversations happen, using the email and calling tools your team already uses. Leads carry their qualification story and opportunities show the latest next step. Access runs through your own Azure app registration, and the scope is written down before you order, so IT and sales leadership can approve it with confidence.
Problems this solves
Dynamics records lag behind what was said in emails and calls
The assistant reads the sales emails and calls tied to your pipeline. It keeps leads, contacts, accounts and opportunities current with summaries and next steps.
Qualification details stay in reps' heads instead of fields
Qualification details from each conversation are written to the fields agreed in your mapping. Managers can then filter, sort and report on those details in Dynamics 365 like any other field.
Security teams need access through their own Azure app
Access runs through your own Azure app registration, with keys you control. The assistant checks stage, owner and history before it writes anything to a record.
A good fit if
Your sales team lives in Outlook and Teams, and Dynamics 365 opportunities only get updated before the forecast call.
Leads arrive with little recorded about how they were qualified, so handover between reps loses context.
Next steps and latest updates on opportunities are blank or weeks old, and managers chase reps for them.
Your admin can create an Azure app registration with Dynamics permissions and join a thirty-minute setup call.
Not the right fit if
You want an agent that engages and qualifies leads in conversation, not just records what happened. See AI Sales Agent for Microsoft Dynamics 365.
You need weekly forecasts with the reasoning behind each number. See AI Sales Forecasting.
What you really need is stage discipline and funnel reporting, which AI Revenue Operations Assistant covers.
Your CRM is not one of the five with an edition. The core AI CRM Assistant connects to your chosen CRM after a fit check.
How it works
- A thirty-minute call with your Dynamics 365 admin settles the field mapping: which lead, contact, account and opportunity fields hold summaries, next steps and qualification details.
- Access runs through an Azure app registration with Dynamics permissions limited to the tables in that mapping.
- The second system is usually Microsoft 365, so emails and Teams messages within approved scopes, or your calling tool, provide the conversations.
- Each conversation is matched to a lead or contact, then to the related account and open opportunity, after reading stage, owner and history.
- Summaries, next steps and qualification details against your criteria are written to the mapped fields. Estimated revenue, close date and stage are proposed to the owner if marked sensitive.
- Fifty test scenarios run in a sandbox environment or on test records before any live opportunity changes.
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, created by your admin.
- Your Dynamics 365 admin for the thirty-minute mapping call.
- Access to the second system, usually Microsoft 365 with the mailboxes in scope, or your calling tool.
- Your lead qualification criteria and ideal customer profile, plus a sales playbook or sample emails.
- Ten real sales conversations, and who approves sensitive opportunity changes.
- Admin credentials for both connected systems, provided securely, not by email.
- A single decision-maker to approve the mapping and rules.
- 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; Dynamics 365 admin call booked.
Weeks 1–2
Mapping documented; matching, summaries and qualification rules built.
Week 3
Dynamics 365 and Microsoft 365 or calling tool connected.
Weeks 3–4
Fifty scenarios tested in a sandbox environment or on test records.
Week 4
Review with sales leads; two rounds of changes.
Go-live
Live on your pipeline; recorded 60-minute handoff; support starts.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $5,400 |
| Express | 15–25 working days | $6,200 |
| Rush | 10–20 working days | $7,000 |
What you receive at handover
- The AI CRM Assistant configured and connected to Microsoft Dynamics 365, plus up to one more system
- A documented Dynamics 365 field mapping for summaries, next steps and qualification details
- Access set up through your Azure app registration and keys you control
- A test report on sandbox or test records
- Admin guide, recorded handoff session and 30 days of support
Expected benefits and how to measure them
- Can keep Dynamics 365 opportunities up to date between pipeline reviews.
- Makes qualification data available for reporting.
- Opportunities updated in the last week
- Use a Dynamics 365 view filtered on modified date, comparing before launch and a month after.
- Qualification fields completed
- Build a view on the mapped qualification fields and compare completeness for matching months.
- Opportunities with a next step
- Compare open opportunities with a next step recorded, before and after launch.
Before you start: Export a Dynamics 365 view of open opportunities with last-modified date and qualification fields. Note how many are blank.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build is a one-time payment. Running it is roughly $50 to $250 a month for AI model usage and hosting in your own accounts, scaling with the volume of email and calls read. Dynamics 365 and Microsoft 365 licenses stay separate and unchanged.
Any usage while we test is also billed to your own accounts.
Ask about running costsCustom requirements
Custom tables, activity records, fields beyond the mapping or a third system need a written Change Quote. Leave a note at checkout and you receive the quote.
Request a custom versionKeep it running
After launch, monthly maintenance keeps the assistant aligned with your Dynamics 365 environment: monitoring, fixes, model and platform updates, a monthly health report and enough monthly hours for new fields, revised qualification rules or mailbox scope updates. It starts after the 30 days of support and can be cancelled any month.
$270/mo (5% of the build price a month, includes 2 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 | Dynamics add-ons bill per user per month | A Microsoft partner quotes per engagement | Ours is one fixed price, shown before you buy |
| Outlook and Teams | Often needs reps to track each email | Depends on the brief | Ours reads approved Microsoft 365 scopes for you |
| Sensitive fields | Writes what its role allows | Agreed during the project | Ours proposes revenue, date and stage changes |
| Delivery | Install is quick; mapping is your admin's job | Set per project | Ours has a fixed delivery time shown before you buy, with faster options |
Questions about this product
Which Dynamics 365 records does the CRM assistant update?
Leads, contacts, accounts and opportunities. Summaries, next steps and qualification details go into the fields agreed in the mapping. Activity records, custom tables and fields outside the mapping are not part of this Scope Card, though they can be added through a Change Quote if your team needs them.
Can AI CRM Assistant for Microsoft Dynamics 365 read our Outlook email?
Yes, when Microsoft 365 is the second connected system. Access runs through an Azure app registration with Microsoft Graph permissions limited to the mailboxes and Teams channels you approve. Reps keep emailing as normal, and the assistant reads only the conversations that match a Dynamics 365 lead or contact.
What permissions does the Azure app registration need for Dynamics 365?
Dynamics permissions covering the lead, contact, account and opportunity tables in your mapping, set up by your admin. If Microsoft 365 is also connected, a separate registration or set of Graph permissions covers the agreed mailboxes. Credentials are never sent by email, and either can be revoked by your admin at any time.
Does the Dynamics edition record how a lead was qualified?
Yes, if the fields are in the mapping. The qualification criteria you provide at intake are checked against what was said, and the result is written to the lead's agreed fields, such as budget or timing notes. Marking a lead qualified or disqualified can be left as a proposal for the owner.
Can the Dynamics 365 CRM assistant be delivered faster?
Yes. Express and rush delivery are available, and each option's date and price are shown on this page before you buy. All three include the documented field mapping, fifty test scenarios, two rounds of changes and a recorded 60-minute handoff for your admin and sales leads. Only the schedule changes, never the scope.
Can we test the Dynamics 365 assistant in a sandbox environment first?
Yes. If you have a sandbox environment, the fifty test scenarios run there against copies of real conversations. Without one, testing uses clearly marked test records in production. Either way, you review the results and approve them before the assistant is allowed to update a live lead or opportunity.
Let Dynamics 365 reflect what your team actually said.
Order AI CRM Assistant for Microsoft Dynamics 365 and Outlook email or your calling tool keeps leads and opportunities current, with sensitive changes left for the owner to confirm, on a delivery date shown before you pay.
Works well with
Pipeline & Deals
AI Pipeline Intelligence
Analyses pipeline health and flags stalled, at-risk and slipping deals.
Revenue Operations
AI Revenue Operations Assistant
Enforces CRM stage rules and reports funnel conversion stage by stage, with ongoing data checks.