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AI Agents with Microsoft Dynamics 365

Extend Microsoft Dynamics 365 with GoZupees AI voice agents for enterprise customer engagement

Enterprise Microsoft Integration

The GoZupees Microsoft Dynamics 365 integration brings conversational AI to the enterprise CRM platform trusted by organizations worldwide. Deep integration with the Microsoft ecosystem—including Azure, Power Platform, and Microsoft 365—enables sophisticated AI-powered customer engagement at enterprise scale.

Azure AI Enhancement

GoZupees AI agents leverage Azure Cognitive Services alongside native Dynamics AI capabilities. Natural language understanding, sentiment analysis, and predictive insights combine to deliver intelligent conversations that drive business outcomes.

Power Platform Integration

AI agent activities trigger Power Automate workflows, update Power Apps, and feed into Power BI dashboards. The low-code Power Platform extends AI capabilities without custom development, enabling business users to create sophisticated automations.

Common Data Model

Dynamics 365's Common Data Model ensures AI agents access standardized, consistent customer data across all business applications. Whether data originates in Sales, Customer Service, or Marketing, AI agents see unified customer profiles.

Enterprise Security Framework

Built on Azure's enterprise security infrastructure, the integration inherits comprehensive identity management, compliance certifications, and data protection capabilities. Role-based security, field-level security, and audit logging ensure enterprise governance requirements are met.

Industry Accelerators

Dynamics 365 industry accelerators for healthcare, financial services, retail, and manufacturing extend to AI agent interactions. Industry-specific data models and workflows ensure AI conversations align with vertical requirements and compliance needs.

Global Enterprise Scale

Microsoft's global infrastructure ensures Dynamics 365 AI integration performs consistently across geographies. Multi-currency, multi-language, and multi-subsidiary capabilities support complex global organizations.

What This Integration Enables

  • Capture and qualify enterprise leads
  • Update opportunities and accounts
  • Trigger Power Automate workflows
  • Access customer service cases
  • Integrate with Microsoft Teams
  • Generate Power BI analytics
  • Support multi-entity relationships

Use Cases

Enterprise Lead Capture

Capture enterprise leads through intelligent conversations

Opportunity Management

Manage complex enterprise opportunities

Power Automate Triggers

Trigger Power Automate workflows from calls

Azure AI Enhancement

Leverage Azure Cognitive Services in conversations

Teams Collaboration

Integrate with Microsoft Teams workflows

Case Management

Create and update customer service cases

Industry Accelerators

Use industry-specific data models

Power BI Analytics

Feed AI activities into Power BI dashboards

Data Synced with Microsoft Dynamics 365

Object Fields Written
Leads name, email, phone, company, score, status
Contacts name, email, phone, account, owner
Opportunities name, amount, stage, close_date, probability
Cases title, status, priority, owner, resolution

Setup & Configuration

  1. 1 Connect Dynamics 365 environment
  2. 2 Configure Azure AD authentication
  3. 3 Set up API permissions
  4. 4 Map entity relationships
  5. 5 Configure Power Automate triggers
  6. 6 Enable security roles
  7. 7 Test enterprise workflows

Security & Data Handling

  • Azure enterprise security
  • SOC 1/2/3 certified
  • ISO 27001/27018 certified
  • GDPR compliant
  • HIPAA compliant
  • FedRAMP authorized

Get Started with Microsoft Dynamics 365

Ready to automate your Microsoft Dynamics 365 workflows with GoZupees AI voice agents? Book a demo to see how we can help streamline your operations.