Does the agent actually execute work or just suggest it?

DoMyWork executes the work. It takes your instruction, performs the multi-step actions across Microsoft Dynamics 365 CRM and your other apps, and completes the task.

How is this different from Copilot in Dynamics?

Copilot is a suggestion engine inside Dynamics. DoMyWork is an execution agent that works across Dynamics and 1,500+ external apps to get work done.

Is this just another automation tool like Zapier?

Zapier requires building logic flows. DoMyWork uses AI to understand your intent and execute the task immediately, without you needing to build or maintain workflows.

Can the agent monitor my Microsoft Dynamics 365 CRM data?

Yes, our autopilot agents watch your Microsoft Dynamics 365 CRM data 24/7 and act the moment conditions you define are met.

Is my Microsoft Dynamics 365 CRM data safe?

We prioritise security. Your data is used only to execute the tasks you request and is never used to train public AI models.

Can the agent connect Microsoft Dynamics 365 CRM to my email?

Yes, DoMyWork connects Microsoft Dynamics 365 CRM to Outlook, Gmail, Slack, and 1,500+ other apps to handle cross-app tasks seamlessly.

AI Agent for Microsoft Dynamics 365 CRM

Qualify, update, and sync your CRM records automatically. DoMyWork AI agents work with Microsoft Dynamics 365 CRM and 1,500+ apps to turn static data into real business progress.

Find leads in my email that aren't in Dynamics yet

Summarise the last 5 interactions for my top accounts

Check for duplicate contacts in the [Sales] pipeline

Draft follow-up emails for deals that haven't moved

Update lead scores based on recent website activity

Create a report of all closed-won deals from last month

Agent for

Microsoft Dynamics 365 CRM

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Move your best deals forward before they go cold

Qualify new leads, enrich contact details, update deal stages, and sync notes across your apps.

12 new contacts added to CRM

Catch up on every lead from last week that nobody followed up on

"Check last week's leads in Dynamics, see who hasn't been contacted, and draft a follow-up email in Outlook for each one. Post the list to Slack when done."

Send Message

Update deal stages for all opportunities in the pipeline

"Review the last 30 days of activity for my open deals in Dynamics and suggest stage updates based on recent meeting notes."

Send Message

Find missing contact info for active leads

"Scan my active leads in Dynamics, find their LinkedIn profiles, and update the contact records with missing phone numbers."

Send Message

Summarise account history before a client call

"Pull the last 10 interactions for [Account Name] from Dynamics and Slack, then create a one-page briefing document."

Send Message

Sync meeting notes from Outlook to Dynamics

"Find all meetings with customers in Outlook from yesterday and attach the notes to the corresponding account record in Dynamics."

Send Message

Got a different task in mind? Describe it

Send Message

Clean up duplicate records across the CRM

"Search for duplicate contacts in Dynamics based on email address and merge them into a single primary record."

Send Message

Audit data completeness for all new accounts

"Check all new accounts created this week in Dynamics and flag those missing industry or revenue data."

Send Message

Standardise naming conventions for account records

"Scan all account names in Dynamics and standardise them to remove suffixes like Inc or LLC."

Send Message

Reconcile CRM data with spreadsheet exports

"Compare my Dynamics export in Google Sheets against the current CRM records and report any discrepancies."

Send Message

Flag accounts with no recent activity

"Identify all accounts in Dynamics that haven't had a logged interaction in over 90 days and list them for review."

Send Message

Got a different task in mind? Describe it

Send Message

Identify accounts at risk of churn

"Look for accounts in Dynamics with declining usage metrics and flag them for immediate check-in."

Send Message

Draft renewal reminders for upcoming expirations

"Find all contracts expiring in the next 30 days in Dynamics and draft a renewal email for each account manager."

Send Message

Summarise customer feedback from support tickets

"Pull all negative feedback from Zendesk for my accounts and add a summary note to their Dynamics record."

Send Message

Update onboarding status for new clients

"Check the project status in Asana and update the corresponding account stage in Dynamics to 'Onboarding'."

Send Message

Share wins with the account team

"Find all closed-won upsells from this week in Dynamics and post a celebratory message to the team Slack channel."

Send Message

Got a different task in mind? Describe it

Send Message

Escalate urgent tickets to account managers

"Identify tickets in Zendesk marked as 'Urgent' and notify the assigned account manager in Dynamics via Slack."

Send Message

Link support tickets to CRM accounts

"Find all recent support tickets in Zendesk and ensure they are linked to the correct account in Dynamics."

Send Message

Summarise technical issues for account reviews

"Gather all open bug reports for [Account Name] and create a summary list for the next business review."

Send Message

Update customer contact preferences

"Check for email bounce-backs in Zendesk and update the contact record in Dynamics to 'Do Not Email'."

Send Message

Create new account records from support requests

"Take the details from this new support request and create a new lead record in Dynamics."

Send Message

Got a different task in mind? Describe it

Send Message

Get a high-level view of this week's revenue

"Summarise all closed-won deals from Dynamics for the current week and email the total to me."

Send Message

Review top-performing lead sources

"Analyse lead data in Dynamics to see which campaigns generated the most revenue this quarter."

Send Message

Identify key accounts for personal outreach

"Find the top 5 largest deals currently in the 'Proposal' stage in Dynamics and draft a personal note for me to send."

Send Message

Flag high-value customer complaints

"Scan support tickets for mentions of key accounts and alert me if any high-value customer is unhappy."

Send Message

Summarise competitor mentions in sales notes

"Search through sales meeting notes in Dynamics for competitor names and list them for my review."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a Microsoft Dynamics 365 CRM AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try Microsoft Dynamics 365 CRM AI Agent

🛸 Autopilot

Act on CRM data the moment it changes — with agents on autopilot

The agents work across your apps 24/7.

They catch new records, validate data, and trigger follow-up actions before you even open the CRM.

Setting up an autopilot is too easy

New lead is created in Microsoft Dynamics 365 CRM

Describe...

1. Route new leads to the right rep instantly

WhenNew lead is created in Microsoft Dynamics 365 CRM

Then

Read the lead's industry and location, compare it to our territory map, and assign the lead to the correct rep in Dynamics.

Put on Autopilot

2. Flag stale deals before they are lost

WhenEvery Monday at 09:00 AM

Then

Find all deals in Dynamics that haven't moved in 14 days and post an alert to the sales channel.

Put on Autopilot

3. Send a welcome email to new contacts

WhenNew contact is created in Microsoft Dynamics 365 CRM

Then

Draft and send a personalised welcome email via Outlook to the new contact.

Put on Autopilot

4. Update lead status after a meeting

WhenNew calendar event is completed in Outlook

Then

Check if the meeting was with a lead, then update the lead status to 'Contacted' in Dynamics.

Put on Autopilot

5. Notify sales of high-intent website visits

WhenNew form submission is received in HubSpot

Then

Check if the lead exists in Dynamics, update their score, and alert the sales rep.

Put on Autopilot

1. Validate new account data automatically

WhenNew account is created in Microsoft Dynamics 365 CRM

Then

Check the website domain, enrich with company size and industry, and update the account record.

Put on Autopilot

2. Detect and merge duplicate contacts

WhenNew contact is created in Microsoft Dynamics 365 CRM

Then

Search for existing contacts with the same email and merge the new record if a match is found.

Put on Autopilot

3. Archive old records to keep CRM clean

WhenEvery month at 01:00 AM

Then

Identify accounts with no activity in 2 years and move them to an archive folder.

Put on Autopilot

4. Standardise phone numbers on entry

WhenNew contact is created in Microsoft Dynamics 365 CRM

Then

Format the phone number into international standard and update the field.

Put on Autopilot

5. Monitor data quality across teams

WhenEvery Friday at 04:00 PM

Then

Generate a report of all records missing mandatory fields and email it to the team leads.

Put on Autopilot

1. Alert team of contract expiration

WhenEvery day at 08:00 AM

Then

Find contracts expiring in 60 days and create a task for the account manager in Dynamics.

Put on Autopilot

2. Flag unhappy customers from survey results

WhenNew entry is received in Typeform

Then

Check if the score is low, find the account in Dynamics, and create a high-priority task.

Put on Autopilot

3. Update onboarding progress

WhenNew task is completed in Asana

Then

Check if the task is an onboarding step, then update the account stage in Dynamics.

Put on Autopilot

4. Notify on account upgrade

WhenRecord is updated in Microsoft Dynamics 365 CRM

Then

If the deal stage changed to 'Closed-Won', post a congratulations message to Slack.

Put on Autopilot

5. Summarise support volume for accounts

WhenEvery Monday at 09:00 AM

Then

Count support tickets for each account from last week and add a summary note to Dynamics.

Put on Autopilot

1. Prioritise tickets for key accounts

WhenNew ticket is created in Zendesk

Then

Check if the requester is a key account in Dynamics, then escalate the ticket priority.

Put on Autopilot

2. Sync ticket status to CRM

WhenTicket is updated in Zendesk

Then

If the ticket is closed, update the account record in Dynamics with the resolution note.

Put on Autopilot

3. Detect recurring technical issues

WhenNew ticket is created in Zendesk

Then

Check if similar tickets exist for this account in Dynamics and link them.

Put on Autopilot

4. Auto-reply to common support queries

WhenNew ticket is created in Zendesk

Then

Analyse the ticket subject, find a matching KB article, and send a draft reply.

Put on Autopilot

5. Notify manager of escalated tickets

WhenTicket is updated in Zendesk

Then

If the ticket is marked 'Escalated', find the manager in Dynamics and notify them.

Put on Autopilot

1. Alert on large deal wins

WhenRecord is updated in Microsoft Dynamics 365 CRM

Then

If the deal value is over $50k, send a push notification to my phone.

Put on Autopilot

2. Weekly revenue summary

WhenEvery Friday at 05:00 PM

Then

Summarise total revenue from Dynamics and send a summary email.

Put on Autopilot

3. Alert on key account churn risk

WhenRecord is updated in Microsoft Dynamics 365 CRM

Then

If an account health score drops, send me an email with the account details.

Put on Autopilot

4. Monitor new lead volume

WhenEvery day at 06:00 PM

Then

Count new leads in Dynamics and post the total to the leadership Slack channel.

Put on Autopilot

5. Track competitor mentions

WhenRecord is updated in Microsoft Dynamics 365 CRM

Then

If the meeting notes mention a competitor, add the competitor name to a tracking list.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

Microsoft Dynamics 365 CRM

When

Select

2. Describe the task to agent

Put on Autopilot

Playbooks

Turn any repetitive process into a
click-to-complete workflow.

Collect inputs through forms, run AI agents on the spot — all on one page.

Lead Qualification Playbook

FormCollect data with form

1. Enter Lead Details

Enter Lead Details

Fill fields below 👇

Lead Name *

Work Email *

Company *

AI AgentExecute agent from playbook

2. Enrich and Score Lead

Agent

Enrich {{Lead Name}} at {{Company}} with size, industry, LinkedIn. Score against ICP and write a one-line reason.

Complete in a clickSend data to 1500+ apps

3. Add to Dynamics

Create LeadinMicrosoft Dynamics 365 CRM

4. Notify Owner in Slack

Send MessageinSlack

Lead Qualification Playbook

Run for every new lead. Scores, enriches, and routes in one click.

Clone This Playbook

Account Briefing Playbook

Prepare for a meeting by gathering all recent account activity.

Clone This Playbook

Deal Stage Update Playbook

Update deal stages and log reasons for change.

Clone This Playbook

Competitor Analysis Playbook

Research competitor mentions in sales notes.

Clone This Playbook

Meeting Follow-up Playbook

Send follow-up emails after sales meetings.

Clone This Playbook

Data Quality Playbook

Clean and standardise account records.

Clone This Playbook

Duplicate Merge Playbook

Identify and merge duplicate contacts.

Clone This Playbook

Revenue Reconciliation Playbook

Reconcile CRM deals with financial data.

Clone This Playbook

Territory Alignment Playbook

Realign territories based on lead volume.

Clone This Playbook

CRM Health Audit Playbook

Audit CRM health and usage.

Clone This Playbook

Renewal Playbook

Manage renewal process for at-risk accounts.

Clone This Playbook

Onboarding Playbook

Track and update onboarding progress.

Clone This Playbook

Feedback Loop Playbook

Process customer feedback and escalate.

Clone This Playbook

Upsell Playbook

Identify upsell opportunities.

Clone This Playbook

Health Check Playbook

Run monthly health check for accounts.

Clone This Playbook

Escalation Playbook

Escalate urgent support issues.

Clone This Playbook

Ticket Resolution Playbook

Log ticket resolution in CRM.

Clone This Playbook

Bug Reporting Playbook

Report bugs to engineering.

Clone This Playbook

Customer Feedback Playbook

Log customer feedback.

Clone This Playbook

Support Training Playbook

Update training based on ticket trends.

Clone This Playbook

Revenue Review Playbook

Review revenue performance.

Clone This Playbook

Competitor Strategy Playbook

Review competitor strategy.

Clone This Playbook

Market Expansion Playbook

Analyse expansion opportunities.

Clone This Playbook

Customer Sentiment Playbook

Review customer sentiment.

Clone This Playbook

Operational Efficiency Playbook

Review operational efficiency.

Clone This Playbook

1500+ App Integrations

Connect Microsoft Dynamics 365 CRM + Your Favourite Apps With AI Agents

Google Sheets

Webhook / API Integration

SafetyCulture (iAuditor)

Swipe Pages

Manychat

Freshworks CRM (Freshsales Suite)

TikTok Lead Generation

Salesforce Marketing Cloud

RSS

Builderall Mailingboss

Facebook Custom Audiences

FastField Mobile Forms

Thrive Themes (Thrive Automator)

Instagram for business

Google Search Console

QuickEmailVerification

CalendarHero (Zoom.ai)

CompanyCam (In Review)

Raisely

Elastic Email

LeadDyno

Adobe Commerce (Magento)

Microsoft Dynamics 365 Business Central

Alchemer (SurveyGizmo)

Katana Cloud Manufacturing

Brilliant Directories

Wix

You Need A Budget (YNAB)

Accredible Credential

Cisco Webex (Meetings)

Box

GREEN-API (In Review)

BrowserAct

Facebook Ads Management And Insights

Agolix (Assessment Generator)

The Conversion Engine

WhatsApp V3 by OnlineLiveSupport

PDF Export by PDFCrowd

Lob

Forminit (Getform.io)

Vooplayer - ( Spotlightr )

Instabot: Chatbot Platform

The Course Creator's Kit

Really Simple Systems CRM

SMS Online Live Support

SolarWinds Service Desk

Eko

Manifestly Checklists

Tango Card (Under Review)

Unsplash (Under Review)

Sempico Solutions SMS

WhatsApp Blast, APIs & CRM by WAToolsonline

Planyo Online Booking

PagePixels Screenshots

NioLeads

Xoal

PostGrid Print and Mail

Crypto Valley Journal

Projekly – Project Management, CRM, HR & Invo

Google Photos(Under Review)

8x8

Email List Validation

BPC

LinkupAPI for LinkedIn

Moz

WhatsApp Notifications and Alerts by SyncMate

E2B

ReachStream Email Verifier

Automate any manual work with AI Agents

One-off tasks in one message

Chat

When

New lead is created in Microsoft Dynamics 365 CRM

Then

Recurring Work on autopilot

Autopilot

Lead Qualification

Enter lead data

Research company

Add to Dynamics

Repetitive Processes in 1 click

Playbooks

Why DoMyWork

Most Tools Call Themselves Agents.
Few Actually Are.

Capability	DoMyWork AI agent + execution	Claude Code Agentic dev CLI	Anthropic Cowork Desktop file agent	Zapier / Make / n8n Rule-based automation	ChatGPT + Copilot General AI assistants
	Getting Started
Instant To Start, No Setup			App Install Needed	Flows Must Be Built First
No Pre-Mapping Needed				Every Field Must Be Mapped
No Technical Skills Needed		Terminal, Scripts, Infra		Gets Complex Fast
	Reach & Execution
Built-In App Connections	1500+ Apps	Manual Config	Via Connectors Only	Each Needs Its Own Flow	Own Ecosystem Only
Web Research & Scraping	Built-In, No Extra Setup				Not Automation-Grade
	Intelligence
Reasons Through Edge Cases					Reasons, Rarely Acts
Scheduled Tasks					Limited Support
Single Prompt, Multi-App				Each App Pair Needs Own Flow	Conversation-Scoped Only

Agent for

Microsoft Dynamics 365 CRM

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About Microsoft Dynamics 365 CRM AI Agent

It is an autonomous agent that connects to your Microsoft Dynamics 365 CRM and other apps to execute tasks like lead qualification, data updates, and report generation in plain English.

Give It a Task.
Watch It Get Done.

Type in your task. The agent accesses your apps, reasons through the data, executes across your stack, and comes back with results.

👇 Tell the AI agent what to do

Run My Agent Free

AI Agent for Microsoft Dynamics 365 CRM

Move your best deals forward before they go cold

Catch up on every lead from last week that nobody followed up on

Update deal stages for all opportunities in the pipeline

Find missing contact info for active leads

Summarise account history before a client call

Sync meeting notes from Outlook to Dynamics

Got a different task in mind? Describe it

Clean up duplicate records across the CRM

Audit data completeness for all new accounts

Standardise naming conventions for account records

Reconcile CRM data with spreadsheet exports

Flag accounts with no recent activity

Got a different task in mind? Describe it

Identify accounts at risk of churn

Draft renewal reminders for upcoming expirations

Summarise customer feedback from support tickets

Update onboarding status for new clients

Share wins with the account team

Got a different task in mind? Describe it

Escalate urgent tickets to account managers

Link support tickets to CRM accounts

Summarise technical issues for account reviews

Update customer contact preferences

Create new account records from support requests

Got a different task in mind? Describe it

Get a high-level view of this week's revenue

Review top-performing lead sources

Identify key accounts for personal outreach

Flag high-value customer complaints

Summarise competitor mentions in sales notes

Got a different task in mind? Describe it

How Does a Microsoft Dynamics 365 CRM AI Agent Work

Act on CRM data the moment it changes — with agents on autopilot

1. Route new leads to the right rep instantly

2. Flag stale deals before they are lost

3. Send a welcome email to new contacts

4. Update lead status after a meeting

5. Notify sales of high-intent website visits

1. Validate new account data automatically

2. Detect and merge duplicate contacts

3. Archive old records to keep CRM clean

4. Standardise phone numbers on entry

5. Monitor data quality across teams

1. Alert team of contract expiration

2. Flag unhappy customers from survey results

3. Update onboarding progress

4. Notify on account upgrade

5. Summarise support volume for accounts

1. Prioritise tickets for key accounts

2. Sync ticket status to CRM

3. Detect recurring technical issues

4. Auto-reply to common support queries

5. Notify manager of escalated tickets

1. Alert on large deal wins

2. Weekly revenue summary

3. Alert on key account churn risk

4. Monitor new lead volume

5. Track competitor mentions

Playbooks

Turn any repetitive process into a click-to-complete workflow.

What are playbooks?

Lead Qualification Playbook

Account Briefing Playbook

Deal Stage Update Playbook

Competitor Analysis Playbook

Meeting Follow-up Playbook

Data Quality Playbook

Duplicate Merge Playbook

Revenue Reconciliation Playbook

Territory Alignment Playbook

CRM Health Audit Playbook

Renewal Playbook

Onboarding Playbook

Feedback Loop Playbook

Upsell Playbook

Health Check Playbook

Escalation Playbook

Ticket Resolution Playbook

Bug Reporting Playbook

Turn any repetitive process into a
click-to-complete workflow.

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About Microsoft Dynamics 365 CRM AI Agent