Microsoft Dynamics 365

Microsoft Dynamics 365 AI Integration

CRM & Sales

With Dynamics 365 Sales and Customer Service connected, your assistants can answer questions from accounts, opportunities, contacts, cases, and activities. Ask for every opportunity in proposal stage over $100K or your full history with Contoso Ltd.

Access Mode
Read & Write
Setup Time
~5 minutes
Auth Method
OAuth 2.0
Available soon Read-only by default

Connect Microsoft Dynamics 365 to JoySuite

Your assistants look up Dynamics 365 records when someone asks, using only the entities and fields you allow.

Available soon. Setup takes about 5 minutes once it's ready.
Join Waitlist

What you can do

Answering a pipeline question in Dynamics 365 usually means building a view or waiting for a dashboard to load.

Find opportunities by stage and size

"Show me all opportunities in proposal stage over $100K"

Name the stage and deal size you care about and get the matching opportunities.

Prepare for an account call

"What's our full history with Contoso Ltd?"

Pull an account's history across sales, service, and projects before the meeting.

Find stalled opportunities

"Find opportunities with no activity in 30 days"

List the opportunities with no activity in 30 days.

Check win rate by industry

"What's our win rate by industry this year?"

Ask for win rates and other pipeline figures by segment.

Review open cases on key accounts

"Find all open cases for Enterprise accounts"

See every open case for your enterprise accounts while there is still time to act.

Find SharePoint files for an opportunity

"What SharePoint documents are linked to this opportunity?"

See which SharePoint documents are linked to an opportunity.

What Your Assistants Can Access

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

🏢

Accounts

Access account records, hierarchies, and business details.

Account Name Industry Revenue Employees Owner
💰

Opportunities

View sales opportunities, pipeline, and forecasts.

Opp Name Revenue Stage Close Date Owner
👤

Contacts

Access contact information and relationship data.

Name Title Email Phone Account
🎫

Cases

View customer service cases and resolution history.

Case Title Status Priority Customer Owner
📊

Activities

View tasks, appointments, and engagement history.

Subject Type Due Date Status Regarding
📈

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.

Commands respect your permissions and access settings.

Connect Microsoft Dynamics 365 to Your Other Tools

See how Microsoft Dynamics 365 works with your other connected tools.

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🟣

Dynamics 365 + Teams Integration

See what your team said in Teams about an account next to its Dynamics 365 cases and opportunities.

🔷
+
📧

Dynamics 365 + Outlook Integration

Bring Outlook emails and meetings into answers about a Dynamics 365 account.

🔷
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📁

Dynamics 365 + SharePoint Integration

Link Dynamics records with SharePoint documents for proposals, contracts, and project files.

🔷
+
📊

Dynamics 365 + Power BI Integration

Combine Dynamics 365 records with your Power BI dashboards in one answer.

Permissions & Access Control

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

Default

Read Access

Read-only is the default for every connector. Your assistants can search and retrieve data, and they change nothing in Microsoft Dynamics 365 unless your IT team turns on write access.

  • Search and query records
  • View record details and history
  • Access related records and associations
  • View reports and dashboards
Requires IT approval

Write Access

Write access is off by default. It's available only where your IT team explicitly approves and enables it.

  • Create new records
  • Update existing records
  • Add notes and activities
  • Manage associations
For your IT team Security & safety How JoySuite works with your LMS

Frequently asked questions

Does JoySuite store my Dynamics 365 data?

No. JoySuite connects to Dynamics 365 via OAuth and queries data in real-time. Your CRM data stays in Dynamics. JoySuite reads it from Microsoft Dynamics 365 when you ask a question and doesn't keep a copy.

What Dynamics 365 permissions does JoySuite need?

Read access by default for searching and viewing records. Write access is optional and enables features like creating records and logging activities. You control permissions during setup.

Can I limit which Dynamics 365 entities JoySuite can access?

Yes. During configuration, you choose which entities and fields are available to your AI assistants. You can restrict access to specific data types based on your security requirements.

How long does setup take?

About 5 minutes. Click connect, authorize via OAuth, choose your settings, and start asking questions about your CRM data.

Does this work with Dynamics 365 Business Central?

JoySuite currently supports Dynamics 365 Sales and Customer Service. Business Central integration is on our roadmap.

Related Connectors

Other connectors people use with Microsoft Dynamics 365.

Salesforce

Salesforce

CRM & Sales
HubSpot

HubSpot

CRM & Sales
Microsoft Teams

Microsoft Teams

Communication
Microsoft Outlook

Microsoft Outlook

Communication

Connect Microsoft Dynamics 365 when it launches

Join the waitlist and we'll tell you when the Microsoft Dynamics 365 connector is available.

Join Waitlist