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Add Dynamics 365 to your AI agent

Dynamics 365 from Microsoft combines CRM, ERP, and productivity apps to streamline sales, marketing, customer service, and operations in one integrated platform

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Things your agent can do in Dynamics 365
119

Things your AI can do in Dynamics 365

Your FormWise AI can handle any of these in Dynamics 365 — on its own, without you needing to click a button.

  • Create Annotation

    Popular

    Create a text or attachment note, optionally linked to a supported record.

  • Create Account

    Popular

    Creates a new account entity record in Dynamics CRM using the Web API.

  • Get Caller Identity

    Popular

    Return the connected Dataverse caller's identity IDs.

  • Add Contact to Account

    Associate an existing contact with an existing account in Dynamics 365. Sets the contact's parent customer to this account through the contact_customer_accounts relationship, replacing any previous parent customer. Does not create an account or contact. Dataverse enforces security-role privileges. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/associate-disassociate-entities-using-web-api#add-a-record-to-a-collection

  • Assign User Security Role

    Assign a security role to a system user in the connected Dataverse environment. Security-sensitive: requires administrator privileges and changes the user's effective permissions. Both records must exist in the same environment. Avoid changing the executing user's roles or assigning roles outside trusted fixtures. This adds a role association; it does not replace the user's other roles. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/associate-disassociate-entities-using-web-api#add-a-record-to-a-collection

  • Associate Contact Account

    Sets an existing contact's parent account, replacing any current parent customer. Both records must exist in the connected Dynamics 365 environment.

  • Clear Account Description

    Clear an existing account's description to null without deleting the account. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/update-delete-entities-using-web-api#delete-a-single-property-value

  • Create appointment

    Create a Dataverse appointment from writable logical column values and return the created row. Required columns and privileges depend on the environment; consult the linked table reference. Supply subject, scheduledstart, and scheduledend in ISO 8601 format. Attendee activity-party bindings may trigger calendar side effects. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/appointment?view=dataverse-latest

  • Create Email Activity

    Create and store a draft email activity without sending it.

  • Create invoice line item

    Create a Dataverse invoice line item from writable logical column values and return the created row. Required columns and privileges depend on the environment; consult the linked table reference. Supply invoiceid@odata.bind and either productid@odata.bind with uomid@odata.bind or a write-in product with isproductoverridden=true and productdescription. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/invoicedetail

  • Create opportunity line item

    Create a Dataverse opportunity line item from writable logical column values and return the created row. Required columns and privileges depend on the environment; consult the linked table reference. Supply opportunityid@odata.bind and either productid@odata.bind with uomid@odata.bind or a write-in product with isproductoverridden=true and productdescription. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/opportunityproduct

  • Create Phone Call

    Record a CRM phone-call activity; this does not place a telephone call.

Show 107 more things it can do

  • Create price list

    Create a Dataverse price list from writable logical column values and return the created row. Required columns and privileges depend on the environment; consult the linked table reference. Supply name and transactioncurrencyid@odata.bind. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/pricelevel

  • Create Product

    Create a Dataverse catalog product and return its selected representation.

  • Create Product Price List Item

    Add an existing product and unit to an existing Dynamics price list.

  • Create quote

    Create a Dataverse quote from writable logical column values and return the created row. Required columns and privileges depend on the environment; consult the linked table reference. Include name and customerid_account@odata.bind or customerid_contact@odata.bind as required by the environment. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/quote

  • Create quote line item

    Create a Dataverse quote line item from writable logical column values and return the created row. Required columns and privileges depend on the environment; consult the linked table reference. Supply quoteid@odata.bind and either productid@odata.bind with uomid@odata.bind or a write-in product with isproductoverridden=true and productdescription. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/quotedetail

  • Create sales order line item

    Create a Dataverse sales order line item from writable logical column values and return the created row. Required columns and privileges depend on the environment; consult the linked table reference. Supply salesorderid@odata.bind and either productid@odata.bind with uomid@odata.bind or a write-in product with isproductoverridden=true and productdescription. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/salesorderdetail

  • Create Social Activity

    Create a Dataverse social activity and return its stored representation.

  • Create system user

    Create a Dataverse system user from writable logical column values and return the created row. Required columns and privileges depend on the environment; consult the linked table reference. Creates a Dataverse user row, not a Microsoft Entra identity or license. Provisioning requires an existing permitted Entra principal or application and suitable administrator privileges. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/systemuser?view=dataverse-latest

  • Create Task

    Create a Dataverse task activity and return its selected representation.

  • Create transaction currency

    Create a Dataverse transaction currency from writable logical column values and return the created row. Required columns and privileges depend on the environment; consult the linked table reference. Supply currencyname, isocurrencycode, currencysymbol, currencyprecision, and exchangerate. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/transactioncurrency?view=dataverse-latest

  • Delete account

    Delete a Dataverse account by GUID. This is destructive and may cascade to related rows. Business-state, dependency, and security-role restrictions are enforced by Dataverse. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/account?view=dataverse-latest

  • Delete appointment

    Delete a Dataverse appointment by GUID. This is destructive and may cascade to related rows. Business-state, dependency, and security-role restrictions are enforced by Dataverse. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/appointment?view=dataverse-latest

  • Delete case

    Delete a Dataverse case by GUID. This is destructive and may cascade to related rows. Business-state, dependency, and security-role restrictions are enforced by Dataverse. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/incident

  • Delete contact

    Delete a Dataverse contact by GUID. This is destructive and may cascade to related rows. Business-state, dependency, and security-role restrictions are enforced by Dataverse. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/contact?view=dataverse-latest

  • Delete email activity

    Delete a Dataverse email activity by GUID. This is destructive and may cascade to related rows. Business-state, dependency, and security-role restrictions are enforced by Dataverse. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/email?view=dataverse-latest

  • Delete invoice

    Delete a Dataverse invoice by GUID. This is destructive and may cascade to related rows. Business-state, dependency, and security-role restrictions are enforced by Dataverse. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/invoice

  • Delete invoice line item

    Delete a Dataverse invoice line item by GUID. This is destructive and may cascade to related rows. Business-state, dependency, and security-role restrictions are enforced by Dataverse. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/invoicedetail

  • Delete lead

    Delete a Dataverse lead by GUID. This is destructive and may cascade to related rows. Business-state, dependency, and security-role restrictions are enforced by Dataverse. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/lead

  • Delete note

    Delete a Dataverse note by GUID. This is destructive and may cascade to related rows. Business-state, dependency, and security-role restrictions are enforced by Dataverse. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/annotation?view=dataverse-latest

  • Delete opportunity

    Delete a Dataverse opportunity by GUID. This is destructive and may cascade to related rows. Business-state, dependency, and security-role restrictions are enforced by Dataverse. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/opportunity

  • Delete opportunity line item

    Delete a Dataverse opportunity line item by GUID. This is destructive and may cascade to related rows. Business-state, dependency, and security-role restrictions are enforced by Dataverse. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/opportunityproduct

  • Delete price list

    Delete a Dataverse price list by GUID. This is destructive and may cascade to related rows. Business-state, dependency, and security-role restrictions are enforced by Dataverse. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/pricelevel

  • Delete product

    Delete a Dataverse product by GUID. This is destructive and may cascade to related rows. Business-state, dependency, and security-role restrictions are enforced by Dataverse. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/product

  • Delete quote

    Delete a Dataverse quote by GUID. This is destructive and may cascade to related rows. Business-state, dependency, and security-role restrictions are enforced by Dataverse. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/quote

  • Delete quote line item

    Delete a Dataverse quote line item by GUID. This is destructive and may cascade to related rows. Business-state, dependency, and security-role restrictions are enforced by Dataverse. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/quotedetail

  • Delete sales order

    Delete a Dataverse sales order by GUID. This is destructive and may cascade to related rows. Business-state, dependency, and security-role restrictions are enforced by Dataverse. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/salesorder

  • Delete sales order line item

    Delete a Dataverse sales order line item by GUID. This is destructive and may cascade to related rows. Business-state, dependency, and security-role restrictions are enforced by Dataverse. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/salesorderdetail

  • Delete system user

    Request deletion of a Dataverse system user by GUID. The provider may soft-delete the user first, removing roles and team memberships while retaining the row. Regular users must first be deleted from Microsoft Entra ID; permanent deletion requires the provider's further prerequisites. Never delete the executing user. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/systemuser?view=dataverse-latest Deletion prerequisites: https://learn.microsoft.com/en-us/power-platform/admin/delete-users

  • Delete task

    Delete a Dataverse task by GUID. This is destructive and may cascade to related rows. Business-state, dependency, and security-role restrictions are enforced by Dataverse. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/task?view=dataverse-latest

  • Delete transaction currency

    Delete a Dataverse transaction currency by GUID. This is destructive and may cascade to related rows. Business-state, dependency, and security-role restrictions are enforced by Dataverse. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/transactioncurrency?view=dataverse-latest

  • Disassociate Contact Account

    Remove a contact's parent account relationship without deleting either record. Uses DELETE on the parentcustomerid_account single-valued navigation property's $ref. Dataverse security roles determine access to the contact. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/associate-disassociate-entities-using-web-api#other-methods

  • 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.

  • Execute Batch

    Execute a Dataverse multipart batch, optionally containing atomic change sets. May create, update or delete records. Returns raw multipart data and per-part statuses, not an assertion that every operation succeeded. A failed change set rolls back its operations. Outer HTTP 200 can contain individual failures. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/execute-batch-operations-using-web-api

  • Get account

    Retrieve a Dataverse account by its GUID, optionally selecting columns and expanding relationships. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/account?view=dataverse-latest

  • Get all invoices action

    Get all invoices action

  • Get appointment

    Retrieve a Dataverse appointment by its GUID, optionally selecting columns and expanding relationships. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/appointment?view=dataverse-latest

  • Get Attribute Metadata

    Retrieve one Dataverse attribute definition by its metadata IDs.

  • Get case

    Retrieve a Dataverse case by its GUID, optionally selecting columns and expanding relationships. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/incident

  • Get contact

    Retrieve a Dataverse contact by its GUID, optionally selecting columns and expanding relationships. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/contact?view=dataverse-latest

  • Get email activity

    Retrieve a Dataverse email activity by its GUID, optionally selecting columns and expanding relationships. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/email?view=dataverse-latest

  • Get invoice line item

    Retrieve a Dataverse invoice line item by its GUID, optionally selecting columns and expanding relationships. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/invoicedetail

  • Get note

    Retrieve a Dataverse note by its GUID, optionally selecting columns and expanding relationships. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/annotation?view=dataverse-latest

  • Get opportunity

    Retrieve a Dataverse opportunity by its GUID, optionally selecting columns and expanding relationships. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/opportunity

  • Get opportunity line item

    Retrieve a Dataverse opportunity line item by its GUID, optionally selecting columns and expanding relationships. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/opportunityproduct

  • Get price list

    Retrieve a Dataverse price list by its GUID, optionally selecting columns and expanding relationships. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/pricelevel

  • Get product

    Retrieve a Dataverse product by its GUID, optionally selecting columns and expanding relationships. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/product

  • Get quote

    Retrieve a Dataverse quote by its GUID, optionally selecting columns and expanding relationships. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/quote

  • Get quote line item

    Retrieve a Dataverse quote line item by its GUID, optionally selecting columns and expanding relationships. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/quotedetail

  • Get sales order

    Retrieve a Dataverse sales order by its GUID, optionally selecting columns and expanding relationships. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/salesorder

  • Get sales order line item

    Retrieve a Dataverse sales order line item by its GUID, optionally selecting columns and expanding relationships. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/salesorderdetail

  • Get system user

    Retrieve a Dataverse system user by its GUID, optionally selecting columns and expanding relationships. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/systemuser?view=dataverse-latest

  • Get task

    Retrieve a Dataverse task by its GUID, optionally selecting columns and expanding relationships. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/task?view=dataverse-latest

  • Get transaction currency

    Retrieve a Dataverse transaction currency by its GUID, optionally selecting columns and expanding relationships. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/transactioncurrency?view=dataverse-latest

  • List appointments

    List one page of Dataverse appointments. Supports OData filters, column projection, sorting, expansion, and provider continuation links. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/appointment?view=dataverse-latest

  • List Entity Definitions

    Discover Dataverse table definitions and return caller-selected metadata.

  • List entity sets

    List available Dataverse entity sets and their resource URLs, not table rows. Use this service document to discover the exact entity set name before addressing a table; do not infer it from the table's logical collection name.

  • List invoice line items

    List one page of Dataverse invoice line items. Supports OData filters, column projection, sorting, expansion, and provider continuation links. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/invoicedetail

  • List notes

    List one page of Dataverse notes. Supports OData filters, column projection, sorting, expansion, and provider continuation links. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/annotation?view=dataverse-latest

  • List opportunity line items

    List one page of Dataverse opportunity line items. Supports OData filters, column projection, sorting, expansion, and provider continuation links. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/opportunityproduct

  • List price lists

    List one page of Dataverse price lists. Supports OData filters, column projection, sorting, expansion, and provider continuation links. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/pricelevel

  • List products

    List one page of Dataverse products. Supports OData filters, column projection, sorting, expansion, and provider continuation links. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/product

  • List quote line items

    List one page of Dataverse quote line items. Supports OData filters, column projection, sorting, expansion, and provider continuation links. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/quotedetail

  • List quotes

    List one page of Dataverse quotes. Supports OData filters, column projection, sorting, expansion, and provider continuation links. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/quote

  • List sales orders

    List one page of Dataverse sales orders. Supports OData filters, column projection, sorting, expansion, and provider continuation links. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/salesorder

  • List system users

    List one page of Dataverse system users. Supports OData filters, column projection, sorting, expansion, and provider continuation links. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/systemuser?view=dataverse-latest

  • List transaction currencies

    List one page of Dataverse transaction currencies. Supports OData filters, column projection, sorting, expansion, and provider continuation links. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/transactioncurrency?view=dataverse-latest

  • Query accounts

    List or filter Dynamics accounts with projection, ordering, and bounded results. Optionally include the matching count, expand related resources, or aggregate and group records. Returns an OData next link when another page is available.

  • Query campaigns

    List, filter, expand, or aggregate Dynamics campaigns. Use this action to select campaign fields, order and bound results, include related records, request a matching count, or group and aggregate campaign data with OData. Results include an OData next link when another page is available.

  • Query cases

    Return one bounded page of cases; pass next_link back to fetch the next page.

  • Query contacts

    List or filter Dynamics contacts with selected fields and ordering. Optionally include the matching count, expand related resources, or aggregate and group records. Results are bounded and include an OData next link when another page is available.

  • Query email activities

    Return one bounded page of email activities; pass next_link back to fetch the next page.

  • Query Entity Data

    Query supported CRM collections and return one bounded page plus its next link.

  • Query opportunities

    Return one bounded page of opportunities; pass next_link back to fetch the next page.

  • Query phone calls

    Return one bounded page of phone-call activities; pass next_link back to fetch the next page.

  • Query social activities

    Return one bounded page of social activities; pass next_link back to fetch the next page.

  • Query tasks

    Return one bounded page of tasks; pass next_link back to fetch the next page.

  • Remove Contact from Account

    Remove an existing contact from an account without deleting either record. Deletes the contact_customer_accounts collection member's $ref, clearing the contact's parent account relationship. Dataverse enforces security-role privileges. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/associate-disassociate-entities-using-web-api#remove-a-record-from-a-collection

  • Resolve Case

    Resolve an active case by creating its incident-resolution activity.

  • Update account

    Update only the supplied writable columns of an existing Dataverse account and return the updated row. Does not upsert; omitted columns remain unchanged. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/account?view=dataverse-latest

  • Update Account Name

    Updates only the name of an existing Dynamics 365 account.

  • Update appointment

    Update only the supplied writable columns of an existing Dataverse appointment and return the updated row. Does not upsert; omitted columns remain unchanged. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/appointment?view=dataverse-latest

  • Update contact

    Update only the supplied writable columns of an existing Dataverse contact and return the updated row. Does not upsert; omitted columns remain unchanged. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/contact?view=dataverse-latest

  • Update email activity

    Update only the supplied writable columns of an existing Dataverse email activity and return the updated row. Does not upsert; omitted columns remain unchanged. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/email?view=dataverse-latest

  • Update invoice line item

    Update only the supplied writable columns of an existing Dataverse invoice line item and return the updated row. Does not upsert; omitted columns remain unchanged. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/invoicedetail

  • Update note

    Update only the supplied writable columns of an existing Dataverse note and return the updated row. Does not upsert; omitted columns remain unchanged. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/annotation?view=dataverse-latest

  • Update opportunity line item

    Update only the supplied writable columns of an existing Dataverse opportunity line item and return the updated row. Does not upsert; omitted columns remain unchanged. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/opportunityproduct

  • Update price list

    Update only the supplied writable columns of an existing Dataverse price list and return the updated row. Does not upsert; omitted columns remain unchanged. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/pricelevel

  • Update product

    Update only the supplied writable columns of an existing Dataverse product and return the updated row. Does not upsert; omitted columns remain unchanged. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/product

  • Update quote

    Update only the supplied writable columns of an existing Dataverse quote and return the updated row. Does not upsert; omitted columns remain unchanged. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/quote

  • Update quote line item

    Update only the supplied writable columns of an existing Dataverse quote line item and return the updated row. Does not upsert; omitted columns remain unchanged. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/quotedetail

  • Update sales order line item

    Update only the supplied writable columns of an existing Dataverse sales order line item and return the updated row. Does not upsert; omitted columns remain unchanged. Docs: https://learn.microsoft.com/en-us/dynamics365/developer/reference/entities/salesorderdetail

  • Update system user

    Update only the supplied writable columns of an existing Dataverse system user and return the updated row. Does not upsert; omitted columns remain unchanged. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/systemuser?view=dataverse-latest

  • Update task

    Update only the supplied writable columns of an existing Dataverse task and return the updated row. Does not upsert; omitted columns remain unchanged. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/task?view=dataverse-latest

  • Update transaction currency

    Update only the supplied writable columns of an existing Dataverse transaction currency and return the updated row. Does not upsert; omitted columns remain unchanged. Docs: https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/transactioncurrency?view=dataverse-latest

Built for the way you actually work

No code, no engineers

Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.

Sounds like you, not like a bot

Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.

Plugs into the stack you already use

No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.

Your data stays yours

Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.

What you can do once Dynamics 365 is connected

Onboard new clients without lifting a finger

When someone signs up, your AI greets them, sets up their next step in Dynamics 365, and keeps the momentum going — even at 2am.

Reply to leads in seconds, not days

Your AI watches Dynamics 365 for new inquiries, answers questions in your voice, and books the call before they cool off.

Get your weekends back

Hand off the repetitive Dynamics 365 work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.

How to connect Dynamics 365 to your agent

  1. 1

    Start using FormWise for free

    Sign up in under a minute.

  2. 2

    Find Dynamics 365 in your connected apps

    Inside FormWise, open Connectors and look for Dynamics 365.

  3. 3

    Hit "Connect"

    Click "Connect Dynamics 365" and log in like you normally would. We only ask for the permissions your AI actually needs.

  4. 4

    Tell your AI what to do in Dynamics 365

    Build a quick AI Agent (it's like writing instructions, not code), and pick the Dynamics 365 actions you want your AI to handle.

  5. 5

    Watch it run

    Send it a real-world task and watch your AI take care of Dynamics 365 for you. Tweak the wording until it feels just right.

Powered by the AI you already trust

Your Dynamics 365 workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.

  • OpenAI
  • Anthropic Claude
  • Google Gemini

Questions other Dynamics 365 users had before signing up

Do I need to know how to code?

Not even a little. If you can use Dynamics 365 today, you can set this up. You'll connect Dynamics 365, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.

Will my clients know they're talking to an AI?

Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.

Can I make it sound like me?

Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.

What if I want to take over a conversation?

You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.

Is my client data safe?

Yes. Your Dynamics 365 login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Dynamics 365 or delete everything any time.

What happens when Dynamics 365 updates their app?

We handle it. When Dynamics 365 adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.

How fast can I actually get this running?

Most people are up and running the same day they sign up. Connecting Dynamics 365 takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.

What is FormWise?

FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Dynamics 365 — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.

Can I sell AI agents to my clients?

Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.

Can I embed my AI on my website or in my course?

Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.

Do I need to know anything about AI to use this?

No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.

About Dynamics 365 on FormWise

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 once and your FormWise AI gets 119 things it can do inside it. That means your AI can handle the Dynamics 365 work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.

You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.

New to Dynamics 365? Take a look at www.microsoft.com/en-in.

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