Dynamics 365 integration

CRM and support connector, available on Zeplik

Dynamics 365 is available as an integration on Zeplik, the AI assistant that works across every model in one chat. Connect Dynamics 365 and Zeplik can act on your customer relationships and support for you: Dynamics 365 from Microsoft combines CRM, ERP, and productivity apps to streamline sales, marketing, customer service, and operations in one. You stay in the conversation while the assistant does the work in Dynamics 365 directly.

Zeplik exposes 1 read action and 15 write actions for Dynamics 365. Read actions run automatically; write actions stay off until you enable write access in Settings, so nothing is changed in Dynamics 365 without your consent.

Try Dynamics 365 on Zeplik

Pick a prompt to open it in the Zeplik app. If you are not signed in yet, your prompt is waiting for you the moment you do.

• Show me the deals in Dynamics 365 closing this month.Try on Zeplik
• Update the contact in Dynamics 365 with the notes from this call.Try on Zeplik
• Which Dynamics 365 conversations are still waiting on a reply?Try on Zeplik
• Use Dynamics 365 to get all invoices action and tell me what you find.Try on Zeplik

What Zeplik can do with Dynamics 365

How to connect Dynamics 365

1. 1

   Sign in to Zeplik

   Create a free Zeplik account or sign in. New accounts start with free credits, so you can try Dynamics 365 immediately.

2. 2

   Connect Dynamics 365

   Open Settings and go to Connectors, then press Connect on Dynamics 365. You can also connect from the Dynamics 365 page in the app.

3. 3

   Approve access to Dynamics 365

   Approve access on Dynamics 365's secure consent screen. You are returned to Zeplik and can start giving instructions that use Dynamics 365.

Frequently asked questions

Can I use Dynamics 365 with Zeplik?

Yes. Dynamics 365 is available as an integration on Zeplik. Connect it once and the AI assistant can work with your Dynamics 365 account inside any conversation.

What can Zeplik do with Dynamics 365?

Once connected, Zeplik has 1 read and 15 write actions for Dynamics 365. Dynamics 365 from Microsoft combines CRM, ERP, and productivity apps to streamline sales, marketing, customer service, and operations in one.

How do I connect Dynamics 365 to Zeplik?

You connect Dynamics 365 with a secure one-click sign-in (OAuth): press Connect in Settings under Connectors and approve access on Dynamics 365's consent screen.

Does Zeplik change things in Dynamics 365 without asking?

No. Zeplik reads from Dynamics 365 by default. Any action that changes data in Dynamics 365 requires write access, which stays off until you enable it in Settings under Connectors.

How much does connecting Dynamics 365 cost?

Connecting Dynamics 365 is free. You only spend Zeplik credits when the assistant runs, and new accounts start with free credits.

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