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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.
Dynamics365 Dynamicscrm Create Account
Creates a new account entity record in dynamics crm using the web api.
Dynamics365 Dynamicscrm Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Dynamics365 Dynamicscrm Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Dynamics365 Dynamicscrm Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Dynamics365 Dynamicscrm Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Dynamics365 Dynamicscrm Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Dynamics365 Dynamicscrm Create Sales Order
Creates a new sales order entity record in dynamics crm using the web api.
Dynamics365 Dynamicscrm Get All Leads
Dynamicscrm get all leads
Dynamics365 Dynamicscrm Get A Invoice
Dynamicscrm get a invoice
Dynamics365 Dynamicscrm Get A Lead
Dynamicscrm get a lead
Dynamics365 Dynamicscrm Update Case
Updates an existing case (incident) entity record in dynamics crm using the web api.
Dynamics365 Dynamicscrm Update Invoice
Updates an existing invoice entity record in dynamics crm using the web api.
Dynamics365 Dynamicscrm Update Lead
Updates an existing lead entity record in dynamics crm using the web api.
Dynamics365 Dynamicscrm Update Opportunity
Updates an existing opportunity entity record in dynamics crm using the web api.
Dynamics365 Dynamicscrm Update Sales Order
Updates an existing sales order entity record in dynamics crm using the web api.
Dynamics365 Get All Invoices Action
Get all invoices action