AI for Microsoft Dynamics 365
Microsoft Dynamics 365 is Microsoft's CRM and ERP environment; we connect AI agents to it via the official APIs of your Dynamics 365 apps and webhooks, with OAuth authentication through Microsoft Entra ID. An agent enriches leads, cases and orders, flags status changes, and prepares follow-up actions in your other systems. You decide which actions run automatically and which go through a person first.
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.
What our AI does with Microsoft Dynamics 365
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 keep visibility and step in where needed.
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. This happens in real time via webhooks.
Summaries and reporting
The agent compiles periodic overviews of pipeline, open cases or exceptions from Dynamics 365. Sales or management can act on them directly.
Connection to Teams and calendars
An agent pushes relevant Dynamics 365 signals — such as a new opportunity or an escalation — to Microsoft Teams or the right colleague's calendar. That way nothing important gets missed.
Faster answers to customer questions
When a customer case comes in, the agent pulls prior interactions and open orders from Dynamics 365. Your support agent can then reply with full context immediately.
Keep data clean and complete
The agent flags duplicate or incomplete records in Dynamics 365 and suggests corrections. Reporting and segmentation stay reliable this way, and you approve every change.
Questions about AI + Microsoft Dynamics 365
What can an AI agent actually do with Dynamics 365?
An agent reads and enriches records like leads, cases and orders, flags status changes in real time, and prepares summaries or follow-up actions in your other systems. Sensitive actions go through you for approval by default.
What does an AI integration with Dynamics 365 cost?
A standard AI agent starts at €2,500, a custom project — often needed with multiple Dynamics 365 modules or custom fields — starts at €5,000. Upfront consultancy starts at €1,000.
How fast is the Dynamics 365 connection live?
A standard connection usually runs within 2-3 weeks. Custom projects, for example with multiple modules or complex permission structures, typically take 4-6 weeks. We start within 5 working days after intake.
Does our data stay GDPR-compliant?
Yes. We minimize personal data, choose EU hosting where appropriate, and document processing in a data processing agreement. You remain the data controller; we support a DPIA on request.
Does this work with my Dynamics 365 license and modules?
In most cases yes: for Sales and Customer Service we connect via the Dataverse Web API and webhooks; other Dynamics 365 apps use their own official API. We start with a technical scan to review your modules, permissions and any custom fields.
Can Dynamics 365 be connected to our other systems?
Yes. Dynamics 365 naturally pairs well with Microsoft Teams for notifications, Power BI for reporting, and a tool like DocuSign for contract handling. We connect to what you already use.
Do we stay in control?
Yes. Suggestions are prepared as drafts or offered for approval by default — human-in-the-loop. You decide per process what can run fully automatically, and we maintain and monitor the connection afterwards.
You work directly with Erwin Berkouwer, founder of UnifyAI — no account managers or junior consultants in between.
Erwin has 8+ years of experience in data and AI (banking, retail, e-commerce) and applies the same AI automation internally that he builds for clients. Per project he brings in the right specialist from his network.
Read more about Erwin and the way we work