AI Agents linked to Microsoft Dynamics
Connect Conversed.ai to Microsoft Dynamics and let your AI Agents write leads, retrieve customer profiles, and work with real context. Deployable for chat, email, voice, and ticket agents.
BOOK A DEMO NOWCore benefits
- Write new leads directly to Dynamics
- Retrieve customer profile and account details
- Usable across all your agent channels
Control & Safety
- Context from your customer data for better answers
- Secure coupling according to least privilege
- Works within your Microsoft environment
Why you Microsoft Dynamics coupled with Conversed.ai
Microsoft Dynamics is the CRM of choice for many Microsoft-oriented organizations. Conversed.ai connects to it so that AI Agents work with real customer context and leads land in the right place immediately.
Once a conversation uncovers an opportunity, the agent immediately logs the lead in Microsoft Dynamics. No more manual work, no more missed opportunities. Your team can follow up smoothly.
The agent consults profile and account information in Dynamics to get to know the customer before responding. This ensures the conversation aligns with the customer's history and situation. Consequently, the contact feels relevant and to the point.
With the right context from Dynamics, the agent provides more focused and better answers. Questions are answered based on what is actually known about the customer. This makes every conversation more efficient.
The Dynamics integration empowers your chat, email, voice, and ticket agents with the same customer context. Wherever your agents work, they draw from the same CRM. This way, you maintain a consistent customer view across all channels.
The connector respects your Microsoft environment and works according to least privilege, so the agent only sees the necessary fields. This way, data exchange remains controlled and secure. You retain control over what is exposed.