Manage customers, sales pipelines, and support cases in Dynamics 365 CRM
Microsoft Dynamics 365 CRM is a AACFlow integration in the Sales category. AACFlow is the AI workspace where teams build and deploy AI agents. AACFlow's Microsoft Dynamics 365 CRM integration provides 10 tools and 1 trigger that AI agents can use inside AACFlow's visual workflow builder. Microsoft Dynamics 365 CRM connects with one-click OAuth. Get started at aacflow.io.
Zuletzt aktualisiert
Manage standard Microsoft Dynamics 365 CRM records through the Dataverse Web API. List, search, create, retrieve, and update accounts, contacts, leads, opportunities, and cases; assign records to users or teams; qualify leads; close opportunities; and resolve cases. Connect a separate Microsoft credential for each environment from this Dynamics integration page or from its workflow block; existing generic Dataverse credentials remain unchanged and are not automatically rebound. This version supports public-cloud Dynamics environments; national clouds require separate OAuth authorities. Dataverse Search must be enabled for search, and lifecycle actions require the corresponding Dynamics 365 app, security role, and record privileges.
Registrieren Sie sich in Sekunden auf aacflow.io. Ihr Workspace ist sofort einsatzbereit.
Öffnen Sie Ihren Workspace, ziehen Sie einen Microsoft Dynamics 365 CRM-Block in den Workflow-Builder und verbinden Sie Ihr Konto mit einem Klick per OAuth.
Wählen Sie das benötigte Tool, binden Sie einen KI-Agenten für Reasoning oder Datentransformation ein und starten Sie. Ihre Microsoft Dynamics 365 CRM-Automatisierung ist live.
Fügen Sie einem AACFlow-Agenten einen Microsoft Dynamics 365 CRM-Trigger hinzu, und er startet eine Ausführung, sobald eines dieser Microsoft Dynamics 365 CRM-Ereignisse eintritt.
Triggers when Microsoft Dynamics 365 entity events occur via service endpoints or Power Automate
Einsatzbereite Vorlagen mit Microsoft Dynamics 365 CRM. Klicken Sie auf eine, um sie sofort zu erstellen.
10 Microsoft Dynamics 365 CRM-Tools für AACFlow-Agenten verfügbar.
Query supported standard Microsoft Dynamics 365 CRM records. Supports OData filtering, column selection, ordering, and one bounded page at a time.
Retrieve one supported standard Microsoft Dynamics 365 CRM record by its ID. Supports $select and $expand OData query options.
Create a new supported standard Microsoft Dynamics 365 CRM record using Dataverse logical column names.
Update an existing supported standard Microsoft Dynamics 365 CRM record. Only send the columns you want to change.
Perform a full-text relevance search across Microsoft Dataverse tables. Requires Dataverse Search to be enabled on the environment. Supports simple and Lucene query syntax.
Query supported standard Microsoft Dynamics 365 CRM records. Supports OData filtering, column selection, ordering, and one bounded page at a time.
Update an existing supported standard Microsoft Dynamics 365 CRM record. Only send the columns you want to change.
Qualify a Dynamics 365 Sales lead and optionally create linked account, contact, and opportunity records.
Close a Dynamics 365 Sales opportunity as won or lost.
Resolve and close a Dynamics 365 Customer Service case.
AACFlow's Microsoft Dynamics 365 CRM integration adds 10 tools and 1 trigger to the AI agents you build in AACFlow's visual workflow builder. Manage customers, sales pipelines, and support cases in Dynamics 365 CRM.
