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CRM integration

Dynamics365 integration for AI agents

Insiro connects AI agents to Dynamics365 so they can act in it under your rules. Dynamics 365 is Microsoft's platform combining CRM, ERP, and productivity apps. It streamlines sales, marketing, service, and operations in one place. Every Dynamics365 action runs through Insiro's governed gateway, using each person's own connection (OAuth 2.0).

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What can AI agents do with Dynamics365?

With Insiro, agents can create and update contacts, companies and deals, log calls, emails and notes against the record, find stalled or at-risk opportunities and enrich new leads before routing them to an owner, all inside the permissions you set for Dynamics365.

  • Create and update contacts, companies and deals.
  • Log calls, emails and notes against the record.
  • Find stalled or at-risk opportunities.
  • Enrich new leads before routing them to an owner.

A journey through Insiro

Dynamics365 logo Dynamics365InsiroGmail

Example: Dynamics365 → Insiro → Gmail to log the email thread and update the opportunity. Insiro checks permissions, applies approvals and records the evidence at every hop.

Frequently asked questions about Dynamics365

Can Insiro AI agents use Dynamics365?

Yes. Insiro connects AI agents to Dynamics365 through its governed MCP gateway. Agents can create and update contacts, companies and deals and log calls, emails and notes against the record using each person's own Dynamics365 access, with read-only as the default and approvals for actions that change data.

How does Insiro connect to Dynamics365?

Dynamics365 connects with OAuth 2.0. Each user connects their own account once; Insiro stores the credential encrypted and brokers it to the tool only at the moment of a call, so models never see it. Admins can also register a workspace-level connection.

Can I make Dynamics365 read-only for agents?

Yes. In Insiro Governance, set Dynamics365 to Off, Read only, or Read and write in a click. Write actions can require confirmation or owner approval by risk tier, and every call is logged with the user, tool, tokens and cost.

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