Microsoft Dynamics 365

Microsoft Dynamics 365

CRM & Sales

Connect Microsoft Dynamics 365 to JoySuite and give your AI assistants access to your business applications. Query accounts, opportunities, cases, and more using natural language for unified insights.

Access Mode
Read & Write
Setup Time
~5 minutes
Auth Method
OAuth 2.0
Coming Soon

Connect Microsoft Dynamics 365 to JoySuite

Enable your AI assistants to access Dynamics data, surface business insights, and streamline operations.

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What Your Assistants Can Access

JoySuite securely connects to Microsoft Dynamics 365, making these resources available to your AI assistants.

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Accounts

Access account records, hierarchies, and business details.

Account Name Industry Revenue Employees Owner
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Opportunities

View sales opportunities, pipeline, and forecasts.

Opp Name Revenue Stage Close Date Owner
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Contacts

Access contact information and relationship data.

Name Title Email Phone Account
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Cases

View customer service cases and resolution history.

Case Title Status Priority Customer Owner
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Activities

View tasks, appointments, and engagement history.

Subject Type Due Date Status Regarding
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Dashboards

Query business dashboards and KPI data.

Dashboard Metrics Charts Filters

Connector Commands

Use these specialized commands to interact with your Microsoft Dynamics 365 data directly in conversations.

/dynamics account

Get Account

Retrieve account details and related records.

/dynamics opportunity

Get Opportunity

View opportunity details and sales process.

/dynamics case

Get Case

Access case details and resolution timeline.

/dynamics search

Search Records

Search across Dynamics entities with filters.

/dynamics pipeline

View Pipeline

Get opportunity pipeline by stage or owner.

/dynamics create

Create Record

Create new accounts, contacts, or opportunities.

Example Prompts

See how your team can leverage Microsoft Dynamics 365 data with natural language queries.

"

Show me all opportunities in proposal stage. Which ones are over $100K closing this month?

Pipeline Analysis Deal Prioritization Revenue Forecast
"

Find all open cases for Enterprise accounts. What's the average resolution time?

Case Analysis SLA Tracking Customer Health
"

Pull up Contoso Ltd. Show me their full history across sales, service, and projects.

Account 360 Relationship View Cross-module History
"

What's our win rate by industry this year? Which segments are performing best?

Win Analysis Industry Breakdown Performance Metrics

Cross-System Intelligence

Combine Microsoft Dynamics 365 data with other connected systems for deeper insights.

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Dynamics + Teams

Surface Dynamics account and case details in Teams conversations.

Unified Microsoft experience
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+
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Dynamics + Outlook

Connect Dynamics with Outlook for complete email integration.

Native Microsoft integration
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+
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Dynamics + SharePoint

Link Dynamics records with SharePoint documents.

Document management
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+
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Dynamics + Power BI

Connect Dynamics data with Power BI for advanced analytics.

Enhanced business intelligence

Permissions & Access Control

You control exactly what JoySuite can access within Microsoft Dynamics 365.

Default

Read Access

Standard access level for searching and retrieving data.

  • Search and query records
  • View record details and history
  • Access related records and associations
  • View reports and dashboards
Optional

Write Access

Extended permissions for creating and modifying records.

  • Create new records
  • Update existing records
  • Add notes and activities
  • Manage associations

Connect in Minutes

1

Click Connect

Select Microsoft Dynamics 365 from the connector library

2

Authorize

Log in and approve the connection

3

Configure

Choose which data to sync

4

Start Asking

Query your data with natural language

Related Connectors

These connectors work great alongside Microsoft Dynamics 365.

Ready to Connect Microsoft Dynamics 365?

Give your AI assistants access to your Microsoft Dynamics 365 data. Get started in minutes.

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