+Dynamics 365 that updates itself
Coworker agents read call transcripts, update contact notes, flag stale deals, and keep Dynamics 365 clean without a rep touching it. Your pipeline reflects reality, not what someone had time to log.
What gets automated
Post-meeting updates
After every call, agents update Dynamics 365 with notes, next steps, and stage changes automatically.
Stale deal alerts
Agents flag deals with no activity in 7+ days and post to Slack with suggested follow-ups.
Contact enrichment
New contacts get company, title, and ICP fit data added to Dynamics 365 before a rep sees them.
Pipeline hygiene
Weekly audits surface Dynamics 365 records missing close dates, amounts, or owners.
Live in minutes
Connect in under a minute
Authorize Coworker on Dynamics 365 via OAuth or API key. Setup takes under 60 seconds and uses Dynamics 365's official integration path.
Configure what agents should do
Tell agents which data to read, which events to act on, and where to route outputs — Slack, email, CRM, or any other connected tool.
Agents start working immediately
From day one, agents are monitoring Dynamics 365 and taking the actions you configured. Adjust behavior anytime.
Enterprise-grade from day one
Coworker is SOC 2 Type II certified, GDPR compliant, and CASA Tier 2 certified. Your Dynamics 365 data is processed securely and never used to train AI models.
Related CRM & Sales connectors
FAQ
Frequently asked questions
Coworker authenticates via Dynamics 365's official API with read and write permissions scoped to the objects and fields you select during setup.
Yes. During setup you map agents to any standard or custom field in your Dynamics 365 account. Updates happen within minutes of a triggering event.
Only the minimum context needed to complete agent tasks. All data handling is SOC 2 Type II compliant and scoped to the permissions you grant.
Connect Dynamics 365 in minutes
Book a demo and we'll show you agents working on your Dynamics 365 data.