Pricing

Streamline your CRM with the Microsoft Dynamics 365 Sales AI connector

Transform your sales pipeline management with Swiftask. Our solution directly links your Microsoft Dynamics 365 Sales instance to AI agents, automating lead qualification, data entry, and customer follow-ups without complex coding.

🔌 Triggers
How to access the agent

Incoming email

agent-slug@swiftask.ai

Webhook

Trigger via API

Swiftask chat

Conversational interface

Widget / Chatbot

Embedded on your website

Attached LLMs

Gemini

Claude

Mistral

OpenAI

AI Agents

Connector Microsoft Dynamics 365 Sales · Secure OAuth 2.0

⚡ Actions
What the agent can do

Automatic Lead Qualification

The AI analyzes new incoming leads in Dynamics 365 and qualifies them against your criteria. Reduce qualification time by 60%.

Personalized Email Follow-ups

Automatic generation and sending of follow-ups tailored to the context of each opportunity. Increase response rate by 25%.

Meeting Scheduling

The AI agent proposes slots directly in your Dynamics 365 calendar. Reduce scheduling back-and-forth.

Sales Call Summarization

Transcription and automatic summary of call notes directly into the CRM. Improved CRM data accuracy.

Predictive Opportunity Analysis

AI-calculated closing probability scores for every open opportunity. Optimized sales prioritization.

Disengagement Risk Alerts

Automatic detection of inactive accounts requiring immediate attention. Reduced churn rate.

Data Enrichment

Automatic updates of customer records with relevant public information. CRM data always up-to-date.

Compliance Validation

Automated verification of sales processes against your internal rules. 100% compliance guaranteed.

3,000+ integrations available

Concrete results

500+

Companies using Swiftask

productivity increase

3000+

Integrations available

Fast Setup: Deploy your Microsoft Dynamics 365 Sales agent

Deploy AI across your organization in a few simple steps

Initialize your Swiftask agent

Configure your AI agent's settings in the Swiftask interface to define its specific sales goals.

Authenticate Microsoft Dynamics 365 Sales

Connect Swiftask to your Dynamics 365 instance via secure authentication to access your sales entities.

Activate your automation workflows

Select triggers and actions so your agent can start processing opportunities in real-time.

Now is the right time to start

Propel your sales team to new heights. Start your trial today.

Use Cases: Automate your sales cycles with AI

Unlock the full potential of your CRM with intelligent automations that free your sales team from repetitive, low-value tasks.

Automatic Lead Qualification

The AI analyzes new incoming leads in Dynamics 365 and qualifies them against your criteria. Reduce qualification time by 60%.

Personalized Email Follow-ups

Automatic generation and sending of follow-ups tailored to the context of each opportunity. Increase response rate by 25%.

Meeting Scheduling

The AI agent proposes slots directly in your Dynamics 365 calendar. Reduce scheduling back-and-forth.

Sales Call Summarization

Transcription and automatic summary of call notes directly into the CRM. Improved CRM data accuracy.

Predictive Opportunity Analysis

AI-calculated closing probability scores for every open opportunity. Optimized sales prioritization.

Disengagement Risk Alerts

Automatic detection of inactive accounts requiring immediate attention. Reduced churn rate.

Data Enrichment

Automatic updates of customer records with relevant public information. CRM data always up-to-date.

Compliance Validation

Automated verification of sales processes against your internal rules. 100% compliance guaranteed.

Frequently Asked Questions

Is my data secure?+

Absolutely. Swiftask uses industry-standard encryption protocols and strictly adheres to GDPR requirements.

Does the connector require coding?+

No, our solution is 100% no-code. Connection is established through an intuitive interface in just a few clicks.

How are sync errors handled?+

Swiftask includes a detailed error log and automatic notifications to address any workflow incidents.

Can I scale the automation?+

Yes, our architecture is built to handle large volumes of data and interactions without performance degradation.

Does the connector affect API limits?+

We optimize API calls to stay within Microsoft Dynamics 365 limits while maximizing performance.

What is the cost of this integration?+

We offer plans tailored to your needs. Contact our team for personalized pricing.

Ready to automate your Microsoft Dynamics 365 Sales connector?

Propel your sales team to new heights. Start your trial today.

Swiftask Platform

Web

Accessible from all your browsers

Chrome

Desktop

Native app for Mac & Windows

Windows

macOS

Mobile

Native iOS & Android apps

Play Store

App Store

▶

AI Agents

▶

Your workflows

Automate

No-code automation

Incoming email -> Agent replies

Form -> CRM updated

Schedule

Plan recurring tasks 24/7

Daily report at 9 AM

Weekly watch

Connect

Link your tools in a few clicks

Gmail + Slack + Canvas

+3000 integrations