Use Dynamics 365 with NimbleBrain.

Connect Dynamics 365 and just ask — no workflow to build. Dynamics 365 from Microsoft combines CRM, ERP, and productivity apps to streamline sales…. The agent gets 16 actions, running under your own credentials.

Start with discovery See all integrations
Actions

Everything the agent can do in Dynamics 365

16 actions

  • Dynamics365 get all invoices action
  • Dynamicscrm create account
  • Dynamicscrm create case
  • Dynamicscrm create contact
  • Dynamicscrm create invoice
  • Dynamicscrm create lead
  • Dynamicscrm create opportunity
  • Dynamicscrm create sales order
  • Dynamicscrm get a invoice
  • Dynamicscrm get a lead
  • Dynamicscrm get all leads
  • Dynamicscrm update case
Getting connected

Three steps, and Dynamics 365 is reachable.

  1. Install it

    Find Dynamics 365 in the directory inside your workspace and install it. No adapter for us to build first, no queue to join.

  2. Connect the account

    Sign in at the vendor, or hand an admin credential over once. Tokens stay with the workspace or the person who owns them — never pooled, never copied to us.

  3. Ask for the work

    The tools show up in front of the agent, under the same access wall as everything else. Describe the job in plain language, or put it on a schedule.

More in the directory

HubSpot CRM contacts, companies, and deals. Zoho CRM Records, modules, and lead conversion. Bassethound Five-layer domain intelligence on any company. Slack Messages, threads, channels, and search.

Put Dynamics 365 to work on a real process.

Start with discovery

Read the docs