AI agents for Microsoft Dynamics 365 Sales
Cogito AI's Dynamics 365 Sales connector brings your CRM into one Enterprise Data Model alongside the documents in SharePoint and the conversations in Microsoft Teams, so agents work across your Microsoft systems and beyond.
Connector
Microsoft Dynamics 365 Sales
- Connects as
- CRM
- Packaged agents
- 12 across 3 teams
What Cogito AI does with your Microsoft Dynamics 365 Sales data
- 01
Built for Microsoft-first sales teams
Opportunities in Dynamics 365 sit beside proposals in SharePoint and call notes from Teams, so win/loss and proposal agents read the whole deal, not just the CRM fields.
- 02
Answers that show their sources
Every answer cites the Microsoft Dynamics 365 Sales records and documents it used, so anyone can check the source behind a recommendation.
- 03
Within your permissions
Agents only surface what each user is entitled to see in Microsoft Dynamics 365 Sales, and every agent action is logged for audit.
- 04
Kept current
Incremental sync keeps the Enterprise Data Model up to date as Microsoft Dynamics 365 Sales changes, so agents work from current information.
Agents that work from Microsoft Dynamics 365 Sales
Packaged agents that draw on your CRM, grouped by team. Each one links to its team's solution.
Sales: Revenue Intelligence
- Customer Relationship IntelligenceSee what's really going on in your customer base, with information from across your company and the web brought together into one picture of relationship health.More about this agent
- Customer 360 DashboardSee customer relationship health in one dashboard. Build your own dashboards, share them with your team and use them to run your sales process.More about this agent
- Upsell/Cross-sell MaximizerFind upsell and cross-sell opportunities your team may have missed, and turn them into new pipeline.More about this agent
- Proposal GeneratorUse in-depth customer intelligence to produce targeted, on-brand proposals quickly.More about this agent
- RFP ResponseAnalyze incoming RFPs and DDQs to improve your odds of winning, generate executive summaries and document sets from approved answers, and automate DDQs.More about this agent
- Win/Loss AnalyzerLearn from past wins and losses to fine-tune your sales approach.More about this agent
Operations: Operational Intelligence
- Customer Sentiment AnalyzerTrack customer sentiment from subtle signals, spot signs of quiet churn and link them to service status, so problems get fixed early.More about this agent
- Customer 360 DashboardSee customer relationship health in one dashboard. Build your own dashboards, share them with your team and use them to run your operations.See it in Operational Intelligence
- Pre-escalation AlertSpot customers who aren't getting the resolution they need, and step in before they escalate.More about this agent
- Renewals OptimizerLink upcoming renewals to service status and satisfaction, so unspoken issues get addressed before they cost you a customer.More about this agent
Marketing: Marketing Intelligence
Ask questions like these
Agents answer across Microsoft Dynamics 365 Sales and your other connected systems, and show the sources.
- What were the main reasons for lost sales deals last quarter?
- Where are the biggest cross-sell opportunities?
- Which renewals coming up this quarter need attention?
How it works
- 1
Connect Microsoft Dynamics 365 Sales
Set up the connector with the setup wizard, and follow each sync in job monitoring.
- 2
Build your Enterprise Data Model
Key terms are extracted as Microsoft Dynamics 365 Sales data comes in and mapped with your other connected systems.
- 3
Deploy agents
Start with the packaged agents below, or build custom agents for your own workflows.
- 4
Check every answer
Citations show where each answer came from, and the audit trail records every agent action.
Put your Microsoft Dynamics 365 Sales data to work
Questions about connecting Microsoft Dynamics 365 Sales or your other systems? Send us a note and we'll get back to you by email.