Enrich your Microsoft Dynamics 365 Sales data with AI
Swiftask connects your AI agents to Microsoft Dynamics 365 Sales to automatically qualify your accounts and contacts. Turn raw data into actionable insights.
Result:
Improve CRM data accuracy and accelerate your sales cycle without manual entry.
AI Agents
microsoft dynamics 365 sales
Connector microsoft dynamics 365 sales · Secure OAuth 2.0
Manual data entry is slowing down your sales team
In Microsoft Dynamics 365 Sales, incomplete or outdated data is the primary hurdle to sales performance. Your sales reps spend too much time researching external information instead of selling, degrading pipeline quality.
Main negative impacts:
Time lost on research
Searching for company information consumes precious hours every week, reducing the time dedicated to active prospecting.
Outdated CRM data
Without constant updates, your account records lose relevance, making marketing campaigns and cold calling less effective.
Missed opportunities
The lack of contextual insights prevents sales reps from tailoring their pitch, lowering conversion rates and pipeline quality.
Swiftask deploys AI agents that automatically analyze and enrich your records in Microsoft Dynamics 365 Sales. The agent detects a new lead and qualifies it in seconds.
BEFORE / AFTER
What changes with Swiftask
Manual record management
A sales rep creates a lead. They must switch between LinkedIn, the company website, and Google to collect info, then manually copy-paste this data into Microsoft Dynamics.
Swiftask intelligent enrichment
As soon as a new contact is created in Microsoft Dynamics, the Swiftask AI agent triggers, finds relevant information, and updates fields automatically.
Setting up AI enrichment in 4 steps
1
STEP 1 : Define data sources
Configure your AI agent in Swiftask to target the external information sources needed for your enrichment.
2
STEP 2 : Connect to Dynamics 365
Authenticate Swiftask with your Microsoft Dynamics 365 Sales instance to enable secure read/write access to your entities.
3
STEP 3 : Map CRM fields
Define which fields (sector, company size, social links, etc.) should be filled by the AI agent automatically.
4
STEP 4 : Enable the automation
Activate the workflow so that every new creation or update in Dynamics is immediately processed by the agent.
Agent enrichment capabilities
The agent analyzes the company name, email domain, and existing data to extract missing information via the web.
- Target connector: The agent performs the right actions in microsoft dynamics 365 sales based on event context.
- Automated actions: Automatic lead record updates. Detection and correction of input errors. Addition of sector data. Enrichment of contact profiles with external sources.
- Native governance: All modifications made by the agent are traceable in the Microsoft Dynamics 365 activity history.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-microsoft-dynamics-365-sales@swiftask.ai ). You keep full visibility on every action and every sent message.
Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.
Benefits for your sales pipeline
Increased sales productivity
Eliminate manual entry and let your sales team focus on client relationships and selling.
Optimal data quality
Ensure your CRM data is always up-to-date and reliable, facilitating marketing segmentation.
Tailored sales pitch
Have contextual insights on every company to customize your sales approaches.
Reduced human error
AI eliminates typos and inconsistent information during the entry process.
Seamless integration
Swiftask integrates natively with your Microsoft Dynamics 365 instance without disrupting your current processes.
Data security and compliance
Swiftask applies enterprise-grade security standards for your microsoft dynamics 365 sales automations.
- Secure API access: The integration complies with Microsoft security protocols for fine-grained and secure rights management.
- Guaranteed privacy: Your data stays in your CRM instance. Swiftask acts as a processing engine, without unauthorized storage.
- Full traceability: Every update made by the AI is recorded in the Microsoft Dynamics 365 audit trail.
- Total control: You maintain control over enrichment rules and can disable the automation at any time.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on your CRM operations
| Metric | Before | After |
|---|---|---|
| Qualification time | 5 to 10 minutes per record | A few seconds |
| Record completion rate | Partial | 100% automated |
| Input errors | Frequent | Near zero |
| Setup time | Complex development | Quick configuration |
Take action with microsoft dynamics 365 sales
Improve CRM data accuracy and accelerate your sales cycle without manual entry.