Notion
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Notes · Actions: 57
Connect Dynamics 365 once. Then ask the assistant in OpenEmail to look things up in it, or to do things there for you.
CRM, Project management
Dynamics 365 from Microsoft combines CRM, ERP, and productivity apps to streamline sales, marketing, customer service, and operations in one integrated platform
Actions: 16
A few of the things it can do once Dynamics 365 is connected.
It shows you what it is about to do and waits for your OK.
Create Account
Creates a new account entity record in Dynamics CRM using the Web API
How it works
Sign in to Dynamics 365 from the Connectors page. There is nothing to install.
Ask the assistant in OpenEmail. It finds the right action in Dynamics 365 and runs it.
Lookups run at once. Anything that changes Dynamics 365 waits for your OK.
Price
The Free plan includes 2 connected apps and 10 AI actions a day. You can pause or disconnect Dynamics 365 whenever you like.
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Start free
Create an account, connect an app and ask the assistant about it.