01
Enrich every new lead
- Webhook on lead create
- Persona enriches with public sources
- Writes back firmographic and technographic data
Dynamics 365
16 tools available
Dynamics 365 from Microsoft combines CRM, ERP, and productivity apps to streamline sales, marketing, customer service, and operations in one integrated platform
Connect Dynamics 365 to Definable to enrich new leads, route deals by ICP, flag stalled opportunities. Personas call Dynamics 365's 16 tools directly from chat or scheduled flows. Wire it to a sales persona to keep records clean, score in real-time, and surface what needs attention.
Common workflows with Dynamics 365
02
Auto-route hot deals
- Score new opportunities by intent
- Match to the closer with the right ICP
- Notify both in Slack
03
Stall detection
- Find deals with no activity in 14 days
- Draft a re-engagement message per persona
- Queue for sales rep approval
Dynamics 365 actions 16
Every Dynamics 365 action below is a callable tool any Definable persona can invoke.
Create Account
Creates a new account entity record in Dynamics CRM using the Web API.
Create Case
Creates a new case (incident) entity record in Dynamics CRM using the Web API.
Create Contact
Creates a new contact entity record in Dynamics CRM using the Web API.
Create Invoice
Creates a new invoice entity record in Dynamics CRM using the Web API.
Create Lead
Creates a new lead entity record in Dynamics CRM using the Web API.
Create Opportunity
Creates a new opportunity entity record in Dynamics CRM using the Web API. Some CRM configurations enforce `estimatedclosedate` and a transaction currency at the server level even though they are schema-optional; omitting them may cause the request to be rejected.
Create Sales Order
Creates a new sales order entity record in Dynamics CRM using the Web API.
Dynamicscrm get a invoice
Dynamicscrm get a invoice
Dynamicscrm get a lead
Dynamicscrm get a lead
Dynamicscrm get all leads
Dynamicscrm get all leads
Update Case
Updates an existing case (incident) entity record in Dynamics CRM using the Web API.
Update Invoice
Updates an existing invoice entity record in Dynamics CRM using the Web API.
Update Lead
Updates an existing lead entity record in Dynamics CRM using the Web API.
Update Opportunity
Updates an existing opportunity entity record in Dynamics CRM using the Web API. Some updates may be rejected if required relational fields (e.g., transactioncurrency) are absent from the record, even though they are not exposed as explicit parameters.
Update Sales Order
Updates an existing sales order entity record in Dynamics CRM using the Web API.
Get all invoices action
Get all invoices action
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Agiled
Agiled is an all-in-one business management platform designed to streamline operations such as CRM, project management, finance, and more.
Frequently asked questions
What can I automate with Dynamics 365 on Definable?
Anything Dynamics 365 exposes through its API. Common crm workflows on Definable include enrich new leads, route deals by ICP, flag stalled opportunities. Personas can call any of the 16 Dynamics 365 tools directly, then chain the result into another integration without you writing code.
How does Dynamics 365 authentication work?
Dynamics 365 uses OAUTH2 on Definable. You connect once from the integrations page, scoped to the permissions you choose, and from then on any persona that has the integration enabled can act on your behalf. Tokens are encrypted at rest and rotated automatically.
Is the Dynamics 365 integration included in my Definable plan?
Yes — every Definable plan, including Starter, includes access to all 16 Dynamics 365 tools. You only need a separate Dynamics 365 subscription if Dynamics 365 itself charges per seat or per API call.
Is using Dynamics 365 through Definable secure?
Every call from a persona to Dynamics 365 is logged with the user, persona, prompt, and response. Tokens never leave Definable's secrets vault, scopes are configurable per persona, and you can revoke access at any time from the integration page.
How do I get started with Dynamics 365 on Definable?
Sign up for Definable, open the integrations page, find Dynamics 365, and connect via OAuth or API key. You can immediately attach Dynamics 365 to any persona and start running workflows. The free Starter plan includes 5,000 credits/month.
What Dynamics 365 actions does Definable expose?
Definable exposes all 16 Dynamics 365 actions as callable tools — including `Create Account`, `Create Case`, `Create Contact`, plus 13 more. Each tool gets a typed parameter schema so personas know exactly how to call it.
Ready to automate with Dynamics 365?
Wire it up in minutes. No coding required.