Microsoft Dynamics 365
Dataverse Web API (OData v4) for Dynamics 365 Customer Engagement — CRUD, query, associate, actions, functions, batch, and metadata over accounts, contacts, leads, opportunities, cases, and any Dataverse table.
Three ways to use Microsoft Dynamics 365
Chat with Geni
Ask Geni to pull data, take actions, or answer questions using this integration in a conversation.
Build a workflow
Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.
Power an app
Use this integration as a data source or action layer behind a dashboard, form, or internal tool.
Supported tools
Actions your AI agents can perform with Microsoft Dynamics 365.
Add to Queue
Add a record (activity/case) to a queue.
Associate Records
Relate an existing record to another via a collection-valued navigation property ($ref).
Batch Operations
Submit up to 1,000 operations in one multipart request; wrap writes in atomic change sets.
Call Bound Action
Invoke an action bound to a specific record (or entity collection) via POST; full namespace required.
Call Bound Function
Invoke a function bound to a specific record via GET (full namespace required).
Call Unbound Action
Invoke an unbound Web API action (has side effects) via POST with a JSON parameter body.
Get started automating Microsoft Dynamics 365
Ready-to-use workflows
Prompts using Microsoft Dynamics 365
Nudge Dynamics 365 deal owners about stale pipeline in Slack
Every weekday morning, an agent reviews your open Dynamics 365 pipeline and privately DMs each rep only the deals that need attention today.
Update Dynamics 365 deals automatically after every Gong call
After every recorded sales call, an agent updates the right deal in Dynamics 365 and posts a Slack recap of exactly what changed.
File contact sales form leads into Dynamics 365 without duplicates
Every contact sales form submission lands in Dynamics 365 as a clean lead, updating the record you already have instead of creating a second one.
Close won in Dynamics 365 and invoice when a contract is signed
When a contract is fully signed, we close the matching deal as won in Dynamics 365, raise the invoice, and announce the win in Microsoft Teams.
