Beyond-Bot.ai + Dynamics365

Dynamics 365 from Microsoft combines CRM, ERP, and productivity apps to streamline sales, marketing, customer service, and operations in one integrated platform

What You Can Do with this Integration

Automate Data Entry

Automatically sync new contacts or deals from Beyond-Bot.ai to Dynamics365.

Enrich Customer Profiles

Use Beyond-Bot.ai to find and add new information to your records in Dynamics365.

Trigger Workflows

Start automated workflows in Dynamics365 based on conversations with your virtual expert.

Available Actions

Here are the specific actions your virtual expert can perform within Dynamics365.

Get All Invoices Action

Get all invoices action

Create Account

Creates a new account entity record in dynamics crm using the web api.

Create Case

Creates a new case (incident) entity record in dynamics crm using the web api.

Create Contact

Creates a new contact entity record in dynamics crm using the web api.

Create Invoice

Creates a new invoice entity record in dynamics crm using the web api.

Create Lead

Creates a new lead entity record in dynamics crm using the web api.

Create Opportunity

Creates a new opportunity entity record in dynamics crm using the web api.

Create Sales Order

Creates a new sales order entity record in dynamics crm using the web api.

Dynamicscrm Get A Invoice

Dynamicscrm get a invoice

Dynamicscrm Get A Lead

Dynamicscrm get a lead

Dynamicscrm Get All Leads

Dynamicscrm get all leads

Update Case

Updates an existing case (incident) entity record in dynamics crm using the web api.

Update Invoice

Updates an existing invoice entity record in dynamics crm using the web api.

Update Lead

Updates an existing lead entity record in dynamics crm using the web api.

Update Opportunity

Updates an existing opportunity entity record in dynamics crm using the web api.

Update Sales Order

Updates an existing sales order entity record in dynamics crm using the web api.