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Use Microsoft Dynamics 365 with AI Agents
microsoft.com
A cloud-based business management platform that connects teams, processes, and data to drive growth and efficiency.
Microsoft Dynamics 365 is a suite of intelligent business applications designed to help organizations manage financials, sales, service, and operations in one integrated system. It enables businesses to connect data across departments, automate workflows, and gain real-time insights for better decision-making. The platform supports collaboration through tools like Microsoft Teams and offers AI-powered features such as Copilot to boost productivity and creativity. Users can customize and extend the system with industry-specific apps and integrations, making it adaptable to unique business needs. With robust analytics, reporting, and compliance features, Dynamics 365 helps businesses streamline operations, improve customer experiences, and scale efficiently.
Agent Actions with Microsoft Dynamics 365
These are the specific actions that AI agents can perform with this tool
Create New Account
Create a new account record in the system by providing necessary account details.
Create New Lead
Create a new lead in the system with the specified details.
Get Aged Accounts Payables
Retrieve the details of aged accounts payable records from Business Central.
Get Aged Accounts Receivable
Retrieve details of a specific aged accounts receivable in Dynamics 365 Business Central.
Get Company Information
Retrieve the company information from Microsoft Dynamics 365 Business Central.
Get Customer Details
Retrieve the details of a customer in Business Central by customer ID
Get Opportunities
Retrieve the properties and relationships of a specific opportunity object for Business Central.
Get Vendor
Retrieve the details of a specific vendor from Business Central.
List Products
Retrieve a list of products from the Dynamics 365 API.
Update Contact
Update a contact's first and last name in Microsoft Dataverse.