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Agent Serve · Sales integration
Manage customers, sales pipelines, and support cases in Dynamics 365 CRM
Microsoft Dynamics 365 CRM is a Sales integration for Agent Serve, the AI workspace where teams build and deploy AI agents. Agent Serve's Microsoft Dynamics 365 CRM integration provides 10 Microsoft Dynamics 365 CRM tools that AI agents can use inside Agent Serve's visual workflow builder. Microsoft Dynamics 365 CRM connects with one-click OAuth. Explore deployment options with the Agent Serve team.
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Manage standard Microsoft Dynamics 365 CRM records through the Dataverse Web API. List, search, create, retrieve, and update accounts, contacts, leads, opportunities, and cases; assign records to users or teams; qualify leads; close opportunities; and resolve cases. Connect a separate Microsoft credential for each environment from this Dynamics integration page or from its workflow block; existing generic Dataverse credentials remain unchanged and are not automatically rebound. This version supports public-cloud Dynamics environments; national clouds require separate OAuth authorities. Dataverse Search must be enabled for search, and lifecycle actions require the corresponding Dynamics 365 app, security role, and record privileges.
Agent Serve accounts are created by invitation. Request access for your team, or accept an invitation from your workspace admin, then sign in.
Open your workspace, drag a Microsoft Dynamics 365 CRM block onto the workflow builder, and connect your account with one-click OAuth.
Pick the tool you need, wire in an AI agent for reasoning or data transformation, and run. Your Microsoft Dynamics 365 CRM automation is live.
10 Microsoft Dynamics 365 CRM tools available in Agent Serve.
Query supported standard Microsoft Dynamics 365 CRM records. Supports OData filtering, column selection, ordering, and one bounded page at a time.
Retrieve one supported standard Microsoft Dynamics 365 CRM record by its ID. Supports $select and $expand OData query options.
Create a new supported standard Microsoft Dynamics 365 CRM record using Dataverse logical column names.
Update an existing supported standard Microsoft Dynamics 365 CRM record. Only send the columns you want to change.
Perform a full-text relevance search across Microsoft Dataverse tables. Requires Dataverse Search to be enabled on the environment. Supports simple and Lucene query syntax.
Query supported standard Microsoft Dynamics 365 CRM records. Supports OData filtering, column selection, ordering, and one bounded page at a time.
Update an existing supported standard Microsoft Dynamics 365 CRM record. Only send the columns you want to change.
Qualify a Dynamics 365 Sales lead and optionally create linked account, contact, and opportunity records.
Close a Dynamics 365 Sales opportunity as won or lost.
Resolve and close a Dynamics 365 Customer Service case.
Ready-to-use templates featuring Microsoft Dynamics 365 CRM. Click any to build it instantly.
Agent Serve's Microsoft Dynamics 365 CRM integration adds 10 Microsoft Dynamics 365 CRM tools to the AI agents you build in Agent Serve's visual workflow builder — you build it all visually. Manage customers, sales pipelines, and support cases in Dynamics 365 CRM. Teams often pair Microsoft Dynamics 365 CRM with Affinity and Rippling in the same agent.
Agent Serve is available to teams by invitation. Request access and the team will map out the Microsoft Dynamics 365 CRM agents, connections, and team access your process needs.