Search accounts and contacts
Lets the agent search accounts and contacts within the authorized configuration.
All tools
CRM & operations
Microsoft Dynamics 365 Sales
Connect Dynamics 365 Sales to retrieve commercial information and enable controlled operations on authorized records.
CAPABILITIESRead Read Write
What your agent can do with Microsoft Dynamics 365 Sales
Read
Retrieve leads and opportunities
Lets the agent retrieve leads and opportunities within the authorized configuration.
Prepare an account sales summary
Lets the agent prepare an account sales summary within the authorized configuration.
Create or update records when enabled
Lets the agent create or update records when enabled within the authorized configuration.
See how an agent works with Microsoft Dynamics 365 Sales
A practical example of how your agent can help in everyday work.
Review the Contoso account and tell me which deals need attention.
10:14
There are two open deals. One has had no activity for twelve days and needs follow-up.
10:15Contoso account
Open deals: 2
Priority follow-up: 1
The essentials, before connecting
Review the key details for using Microsoft Dynamics 365 Sales with your agents.
How is Microsoft Dynamics 365 Sales connected?
OAuth connection with Microsoft and selection of the Dynamics 365 environment.
What can an agent do with Microsoft Dynamics 365 Sales?
Search accounts and contacts · Retrieve leads and opportunities · Prepare an account sales summary · Create or update records when enabled
What controls apply?
Internal writes require confirmation · Public channels can only enable controlled lead creation · Data deletion is not supported