AI agents that work across Microsoft Dynamics 365 Sales and OneDrive
Sales teams on Microsoft keep the account in Dynamics 365 Sales and the working files, drafts, decks and spreadsheets, in OneDrive. Cogito AI's Dynamics 365 Sales and OneDrive connectors bring both into one Enterprise Data Model, so the RFP Response agent can match each question to your approved answers with the account's CRM history for context, and the Customer 360 Dashboard can show revenue, open cases, key contracts and the latest proposal for any account on one screen. Every answer cites the record or file it came from, agents only surface what each user is entitled to see in either system, and every action is logged for audit.
Connector pair
Built for RFP Response and Customer 360 Dashboard.
Built for these agents
The packaged work that needs Microsoft Dynamics 365 Sales and OneDrive together. Each links to its own page.
- 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
- 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
Questions you can ask
Each of these needs Microsoft Dynamics 365 Sales and OneDrive at once; every answer shows its sources in both.
- Where is the latest version of the Contoso proposal, and what stage is the opportunity at?
- Should we bid on this RFP, given the account's history in Dynamics 365?
- Which requirements in this RFP did we answer in last year's statement of work?
- Show me Fabrikam's open opportunities, open cases and key contracts on one screen.
- Which proposals from last year included the analytics add-on, and which of those deals closed?
- Which opportunities closing this month have no updated proposal file?
How it works
- 1
Connect Microsoft Dynamics 365 Sales and OneDrive to Cogito AI
Set up each integration with the setup wizard, and follow every sync in job monitoring.
- 2
Build one Enterprise Data Model
Key terms are extracted from both systems and mapped together, so one question can draw on Microsoft Dynamics 365 Sales and OneDrive at once.
- 3
Deploy the agents
Start with the packaged agents the pair is built for. Every answer cites its source, and the audit trail records every action.
Put Microsoft Dynamics 365 Sales and OneDrive to work together
Questions about connecting Microsoft Dynamics 365 Sales and OneDrive to Cogito AI, or about the integration with your other systems? Send us a note and we'll get back to you by email.