New Account
This trigger fires whenever a new account is created in your D365 instance.
trigger
MCP
Dynamics 365 MCP Server
Connect Dynamics 365 with your AI tools and agents through the MCP - secure, ready-to-use access with no coding needed.
Connect Dynamics 365 MCP with your AI Tools
Created or Updated Account
This trigger fires whenever an existing account is created or modified in your D365 instance.
trigger
New Case
This trigger fires whenever a new case is created in your D365 instance.
trigger
Created or Updated Case
This trigger fires whenever an existing case is created or modified in your D365 instance.
trigger
New Contact
This trigger fires whenever a new contact is created in your D365 instance.
trigger
Created or Updated Contact
This trigger fires whenever an existing contact is created or modified in your D365 instance.
trigger
New Lead
This trigger fires whenever a new lead is created in your D365 instance.
trigger
Created or Updated Lead
This trigger fires whenever an existing lead is created or modified in your D365 instance.
trigger
New Invoice
This trigger fires whenever a new invoice is created in your D365 instance.
trigger
Connect Dynamics 365 with your stack
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Deploy in minutes. Not days
Purpose-built AI agents for the GTM motions that matter most. Each one connects to your tools and starts working immediately.
Visitor Intelligence
Identifies anonymous website visitors, matches them to your ICP, and routes high-intent accounts to your team in real-time.
Outbound Prospecting
Builds targeted prospect lists, enriches contacts, and generates personalized outreach sequences at scale.
Pipeline Enrichment
Keeps your CRM data fresh by enriching contacts and companies from multiple sources — automatically, continuously.
Sales Research
Deep-dives into target accounts — funding, news, hiring signals, tech stack — and prepares call briefs before meetings.
Campaign Personalization
Takes your campaign list and generates hyper-personalized messaging using company context, news, and intent signals.
Inbound Qualification
Scores and qualifies inbound leads against your ICP, enriches them, and routes hot leads to the right rep instantly.