Plugin · crm

Groxbot + Dynamics 365

Dynamics 365 from Microsoft combines CRM, ERP, and productivity apps to streamline sales, marketing, customer service, and operations in one integrated platform

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How a Bot uses Dynamics 365

16 Dynamics 365 tools. Connect under Plugins. The Bot still asks before anything leaves the thread.

Look up the accounts you name in Dynamics 365. Return a short health read.
Draft a follow-up. Do not create or close records until you approve.
Cite the CRM fields. If a number is missing, it says so.

Never without you

Create or delete records
Email the customer from the CRM

First message

Look up these accounts in Dynamics 365. Health, last touch, risk. Do not email anyone.

Tools a Bot can call

A sample from the Dynamics 365 toolkit. The Bot calls these after you connect. Writes that would go live still wait for approval.

Create Account
Create Case
Create Contact
Create Invoice
Create Lead
Create Opportunity

Jobs that use Dynamics 365

Sales outbound — Draft follow-ups from the account list. Do not send. Ask before anything leaves the thread.
Account health — Watch the accounts you name. Flag churn risk with evidence. Do not message the customer until you say so.