AI agents for Dynamics 365 Sales (app)

Find accounts

Finds accounts (companies) by part of the name, account number or city, or changed since a time; active ones only unless asked.

Find contacts

Finds contacts (people) by part of the full name, by email address, or by the account they belong to; active ones only unless asked.

Find leads

Finds leads by part of the name, company or topic, by email address, or created since a time; open ones only unless asked.

Find opportunities

Finds opportunities (deals) by part of the name, by customer (an account or contact ID), by state (open, won or lost; open by default) or closing on or before a date.

Get a record

Reads one row of any table by its ID: entity_set is the table's plural Web API name.

List activities

Lists the activities (tasks, phone calls, emails, appointments) about one record, like an account, contact, lead or opportunity, newest first; optionally only one type or only open ones.

List notes

Lists the notes on one record (an account, contact, lead, opportunity or other row), newest first.

Run a FetchXML query

Runs a FetchXML query against a table, for joins, aggregates and grouping that OData filters cannot express.

Query any table

Reads rows of any table with OData $filter, $select, $orderby and $expand, like entity set incidents with filter statecode eq 0 and prioritycode eq 1, or contacts with filter contains(fullname,'Lee').

Create an account

Creates an account (a company) with a name and optional account number, phone, email, website, address, description, annual revenue, employee count and parent account.

Create a contact

Creates a contact (a person) with a last name and optional first name, email, phones, job title, city, country and description, optionally linked to their account.

Create a lead

Creates a lead with a topic and a last name, and optional first name, company, email, phones, job title, website, estimated value and description.

Create an opportunity

Creates an opportunity (a deal) with a name and optional customer (an account, or a contact), estimated value, estimated close date, probability (0 to 100) and description.

Create a task

Creates a task (a to-do) with a subject and optional description, due time and priority, optionally about an account, contact, lead or opportunity, so it shows on that record's timeline.

Add a note

Adds a note to an account, contact, lead or opportunity, with a text and an optional title; it shows on the record's timeline.

Update a record

Changes fields of one existing row of any table, like a lead's statuscode, an opportunity's estimatedvalue or stepname, or an account's telephone1.