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