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AI for Microsoft Dynamics 365

Connect AI agents to Microsoft Dynamics 365 via the Dataverse Web API (OData/REST) and webhooks, with OAuth authentication via Microsoft Entra ID. Automate CRM and ERP processes — leads, accounts, cases and orders — while you decide which actions run automatically and which go through a person first. EU-hosted and GDPR-aware for Dutch organizations.

Dataverse API OData/REST integration on records

Webhooks real-time triggers on changes

EU/GDPR hosting & processor agreements

UnifyAI offers AI integrations with Microsoft Dynamics 365 for SMEs. Our AI Agents connect to Microsoft Dynamics 365 to automate business processes — securely, with EU hosting and human-in-the-loop so you stay in control of sensitive actions. Implementation typically in 2-3 weeks, fully GDPR-compliant.

Capabilities

What our AI does with Microsoft Dynamics 365

Dataverse Web API (OData/REST): agents read and write records like leads, contacts, accounts, cases and opportunities in your Dynamics 365 environment.

Webhooks and Dataverse triggers: a changed or new record (for example an incoming case or a lead changing status) automatically starts your workflow.

Integration with Power Automate and n8n/Make: agents work alongside existing flows and connectors instead of replacing them.

Enrich and classify data: agents summarize long case notes, categorize tickets or fill in fields based on your own rules.

Integration between modules and tools: from Sales and Customer Service to email, calendar and your administration via one agent architecture.

Secure access via Microsoft Entra ID (OAuth) with scoped permissions and auditable logging — plus human-in-the-loop: sensitive actions are prepared as drafts or for approval by default.

In practice

Use cases

Process leads and cases

Incoming leads or customer cases are automatically enriched, categorized and assigned to the right owner in Dynamics 365 — you maintain visibility.

Triggers and follow-up actions

A status change or new record in Dynamics 365 automatically starts a task, notification or approval flow elsewhere in your stack, in real-time via webhooks.

Summaries and reporting

Periodic overviews of pipeline, open cases or exceptions from Dynamics 365, ready for sales or management.

Frequently asked questions

Questions about AI + Microsoft Dynamics 365

Does this work with my Dynamics 365 license?

In most cases yes: we connect via the standard Dataverse Web API and webhooks that come with Dynamics 365 environments. We start with a short technical scan to check your modules, permissions and any custom fields.

How do you connect to Dynamics 365?

Via the official Dataverse Web API (OData/REST) and webhooks, with OAuth authentication via Microsoft Entra ID and scoped permissions. Where helpful, we integrate with existing Power Automate, n8n or Make flows.

Does our data stay GDPR-compliant?

Yes. We minimize personal data, choose EU hosting where appropriate and document the processing in a processor agreement. You remain the data controller.

Can the AI automatically execute actions in Dynamics 365?

By default, the agent works with human-in-the-loop: suggestions are prepared as drafts or offered for approval. You decide per process what can run fully automatically and what must go through a person first.

GDPR-compliantEU hosting, DPIA

2-3 weeks to liveIncluding test period

Official APIDocumented connection

Human-in-the-loopYou stay in control