Microsoft Dynamics CRM integration

Customer relationship management software package developed by Microsoft. Use Microsoft Dynamics CRM from Zoft voice agents, chat agents, workflows and AI employees.

Sign in with OAuth
5 actions

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Starts withA call, a chat message or a schedule
ZoftAgent or workflow decides what happens next
Then in Microsoft Dynamics CRMCreate Record
AndUpdate Record

Illustrative flow built from Microsoft Dynamics CRM’s real triggers and actions.

Zoft + Microsoft Dynamics CRM

What Zoft can do with Microsoft Dynamics CRM.

01Voice agentsA phone agent can use Microsoft Dynamics CRM actions such as Create Record and Update Record during the call, then hand off to a person when it should.
02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Microsoft Dynamics CRM while it talks to the customer.
03WorkflowsUse Microsoft Dynamics CRM as a step on the workflow canvas, alongside the other apps in your stack.
04AI employeesAn AI employee can find and use Microsoft Dynamics CRM actions on its own, and ask for your approval before it sends or changes anything important.

Actions 5

Things Zoft can do in Microsoft Dynamics CRM.

Custom API CallMake a custom API call to a specific endpoint
Get RecordRetrieves an existing record.
Create RecordCreates a new record.
Delete RecordDeletes an existing record.
Update RecordUpdates an existing record.

Setup

Connect Microsoft Dynamics CRM in three steps.

01ConnectChoose Microsoft Dynamics CRM in Connections and approve access in the Microsoft Dynamics CRM sign-in window. Zoft never sees your password.
02Put it to workAdd Microsoft Dynamics CRM as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.

See all in Sales and CRM

FAQ

Microsoft Dynamics CRM on Zoft, answered.

What can Zoft do with Microsoft Dynamics CRM?

Zoft supports 5 actions for Microsoft Dynamics CRM. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.

How do I connect Microsoft Dynamics CRM to Zoft?

Choose Microsoft Dynamics CRM in Connections and approve access in the Microsoft Dynamics CRM sign-in window. Zoft never sees your password.

Can a voice agent or chat agent use Microsoft Dynamics CRM?

Yes. Once Microsoft Dynamics CRM is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.

Can an AI employee work in Microsoft Dynamics CRM without supervision?

Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.

Put Microsoft Dynamics CRM to work in your operation.