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.
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In Microsoft Dynamics 365 Sales, incomplete or outdated data is the primary hurdle to sales performance.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:
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
STEP 1 : Define data sources
Configure your AI agent in Swiftask to target the external information sources needed for your enrichment.
STEP 2 : Connect to Dynamics 365
Authenticate Swiftask with your Microsoft Dynamics 365 Sales instance to enable secure read/write access to your entities.
STEP 3 : Map CRM fields
Define which fields (sector, company size, social links, etc.) should be filled by the AI agent automatically.
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.
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
1. Increased sales productivity
Eliminate manual entry and let your sales team focus on client relationships and selling.
2. Optimal data quality
Ensure your CRM data is always up-to-date and reliable, facilitating marketing segmentation.
3. Tailored sales pitch
Have contextual insights on every company to customize your sales approaches.
4. Reduced human error
AI eliminates typos and inconsistent information during the entry process.
5. 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.
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.