Use Dynamics 365 with AI
Connect nowKeep customer records up to date.
CRM & pipeline
Using Dynamics 365 in an agency
Dynamics 365 is the CRM in some larger groups. The safe writes are notes and tasks on a record you have identified. A group with many companies in one tenant should say which company a contact belongs to. The assistant must not guess.
What your bots can do
You can connect it now. Bots don’t do work in it yet: these are the actions listed, and each one is switched on after it passes our tests.
- ReadFind leads and contacts
- Update recordsAdd notes, tasks and updates
Before you connect
- Account you’ll need
- A Dynamics 365 organisation
- Who connects it
- Connected once by an admin, for the organisation.
- Approval
- Anything that sends, publishes or changes a record waits for your approval unless you set a policy. Spending needs its own limit.
- Other charges
- Your own subscription, and any charges from the provider, are billed by them.
Connect with browser login
Use browser login for compatible tasks in your CRM. We’ll check what your assistant can do after you connect.
Questions
What account does Dynamics 365 need?
A Dynamics 365 organisation
Will a bot change Dynamics 365 without asking?
No. Anything that sends, publishes or changes a record waits for your approval, and you see the account and the text. Connecting an app is not the same as a bot already doing tested work in it. The status on this page is the one to trust.
Is KeyAccess an official Dynamics 365 partner?
No. You connect an account you or your agency already have, through Dynamics 365’s own sign-in, where that connection is in the catalogue.