Point & click Agentic Connectivity

Your backend data.
Now actionable
in MS Dynamics 365.

Connect your ERP, accounting and inventory systems to Microsoft Dynamics 365 to make their data actionable with Dynamics 365’s workflow automation and analytics. Back-office data becomes AI-enabled using natural language queries in Microsoft Copilot.

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TRUE CUSTOMER-360 SNAPSHOTS

Break down data silos.
Without leaving Dynamics 365.

Break down silos to aggregate customer data analytics in your CRM. Automate workflows across your tech stack. Leverage AI-driven analysis on all your data in legacy systems. Drive visibility and automation across teams and departments.

Accelerate Sales

Sync real-time product catalogs and pricing from ERPs into MS Dynamics 365 to enable quote configuration using CPQ functionality.

Project Visibility

Consolidate from Project Management and Customer Service highlights in MS Dynamics 365 to gain visibility into post-sales customer interactions and progress.

Extend Dynamics 365 Automation

MS Dynamics 365 workflows can be triggered by backend data changes to notify customers or alert internal teams of status updates to orders, projects, tickets or invoices.

Order Management

See ERP order history and fulfillment status updates in MS Dynamics 365 to empower your teams and customers with real-time visibility.

Data-Driven Marketing Segmentation

Leverage order history data from the ERP to segment audiences for more personalized, higher-impact MS Dynamics 365 campaigns.

Enhanced Customer Service

Empower customer-facing teams with real-time access to orders, invoices and payments in MS Dynamics 365 for faster, more personalized service.

NO-CODE CONNECTIONS

Connect without complexity.
With clicks or conversational prompts.

Connect systems in a few clicks with the power of no-code simplicity. Or simply share conversational prompts and let AI build connections for you.

CONNECT. ANALYZE. ACT

Pilot your data to
AI-enabled insights

Unleash Microsoft Copilot on ERP data in MS Dynamics 365 with conversational natural language prompts to unlock insights and surface analysis. Go from data to actionable insights and recommendations.

Inventory Check

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Revenue Analysis

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Order & Shipment Status

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Agentic Connectivity in Action

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See how AI agents connect with 4 different systems including a CRM (Dynamics 365), a project management app (Asana), an inventory-tracking ERP (Fishbowl) and an accounting system (QuickBooks) to deliver transformative customer service.

NO CODE. NO COMPLEXITY

Connect with clicks.
Juggle insights, not integrations.

Avoid getting mired in integration complexity with legacy middleware tools. Fast track your integrations with pre-built connectors built specifically for MS Dynamics 365.

Dynamics 365-ready Connectors


Integrations designed for everyday business users. No custom code or IT involvement needed.

Accelerate Process Automation


Extend MS Dynamics 365 actions and workflow automations to other systems. Trigger real-time updates to other apps and consolidate business process management.

Stay In Sync



Keep MS Dynamics 365 and your ERP / backend systems in sync with 2-way data flows. Ensure data integrity across systems without manual data re-entry.

PRE-BUILT CONNECTORS

Connect everything.
Query everything.

Unlock insights trapped inside your tech stack with MS Dynamics 365. Build your own custom connection in a few minutes or start with 100+ ready-to-use connectors for the ERP, Accounting, Inventory and Project Management apps your business relies on.

Matrix for dynamics 365
Browse MS Dynamics 365 Connectors

Ready to unlock your data in MS Dynamics 365?

Our specialists can help you break down data silos and empower your team with unlocking real-time insights directly in MS Dynamics 365.

Empower users.
Delight customers.

Fuel your AI Agents with real-time insights

Customer service representatives can be armed with information in a few seconds with a simple conversational query. No more juggling multiple screens, swivel chairing and accessing multiple apps and interfaces to find information related to a customer.

Self-service possibilities for customers become more exciting as customers and partners can access AI Agent-powered web portals and web apps and lookup information, request actions and get progress visibility and status updates, in response to simple conversational requests, powered by live data streaming from ERPs and back-office systems.

Access data residing
"as-is" elsewhere.

Avoid expensive integrations

Your data stays as-is, in the system it belongs to. This bypasses the need for expensive data migrations and matching up reference IDs and data formats across multiple systems.

Data can be accessed on-demand by AI Agents without having to deal with the overhead of a long, complex integration project.

Zero-copy
Agentic connections.

Bypass all ETL / data sync pains

The conventional Extract-Transform-Load complexity of data integrations is bypassed as the data is not synced or replicated across systems.

The zero-copy architecture simply queries the data on-demand as and when needed.