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.
JoySuite securely connects to Microsoft Dynamics 365, making these resources available to your AI assistants.
Access account records, hierarchies, and business details.
View sales opportunities, pipeline, and forecasts.
Access contact information and relationship data.
View customer service cases and resolution history.
View tasks, appointments, and engagement history.
Query business dashboards and KPI data.
Use these specialized commands to interact with your Microsoft Dynamics 365 data directly in conversations.
Retrieve account details and related records.
View opportunity details and sales process.
Access case details and resolution timeline.
Search across Dynamics entities with filters.
Get opportunity pipeline by stage or owner.
Create new accounts, contacts, or opportunities.
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?
Find all open cases for Enterprise accounts. What's the average resolution time?
Pull up Contoso Ltd. Show me their full history across sales, service, and projects.
What's our win rate by industry this year? Which segments are performing best?
Combine Microsoft Dynamics 365 data with other connected systems for deeper insights.
Surface Dynamics account and case details in Teams conversations.
Connect Dynamics with Outlook for complete email integration.
Link Dynamics records with SharePoint documents.
Connect Dynamics data with Power BI for advanced analytics.
You control exactly what JoySuite can access within Microsoft Dynamics 365.
Select Microsoft Dynamics 365 from the connector library
Log in and approve the connection
Choose which data to sync
Query your data with natural language
These connectors work great alongside Microsoft Dynamics 365.
Give your AI assistants access to your Microsoft Dynamics 365 data. Get started in minutes.
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