Dynamics 365
Your AI agent talks to customers and acts inside Dynamics 365 simultaneously. It captures leads, opens support cases, and advances opportunities while your reps sleep. Enterprise CRM automation that works around the clock, across every channel.
Your AI agent operates Dynamics 365 entities the way a seasoned sales rep would, creating records, updating pipelines, and resolving cases in real time.
Dynamics 365
See how teams using Microsoft Dynamics 365 deploy AI agents to capture revenue, reduce case resolution time, and keep their CRM accurate without manual effort.
A manufacturing prospect visits your website at midnight and asks about bulk pricing. Your AI Agent qualifies them with a few questions, then creates a lead in Dynamics 365 with their company name, email, and inquiry topic. When your sales team opens CRM the next morning, the lead is waiting with full context. No form abandonment, no missed prospects.
A customer contacts support via WhatsApp about a billing discrepancy. Your AI Agent gathers the details, looks up their account in Dynamics 365, and creates a case with high priority, the related account GUID, and a detailed description of the issue. The support agent assigned to the case already knows the full story before they even open it.
After a discovery call, your sales rep tells the AI agent that the prospect is moving forward with a $50,000 proposal. The agent updates the Dynamics 365 opportunity with the new estimated value, shifts the sales stage to Propose, and sets the expected close date. Your forecast dashboard refreshes instantly. No CRM admin work after every call.
Dynamics 365
FAQs
The agent works with core CRM entities including accounts, contacts, leads, opportunities, cases (incidents), invoices, and sales orders. It can create new records, update existing ones, and retrieve data from all of these entities through the Dynamics 365 Web API.
Tars uses OAuth 2.0 with user impersonation scopes. You provide your organization subdomain (for example, myorg in myorg.crm.dynamics.com) and authorize through Microsoft's login flow. The agent acts under your delegated permissions, so your existing security roles and field-level security still apply.
The agent creates leads with fields like company name, subject, and contact info. You can combine this with Dynamics 365's native assignment rules or Power Automate flows to route leads to the right rep based on territory, industry, or deal size. The agent provides the data; your CRM rules handle distribution.
No. Tars queries your Dynamics 365 environment in real time during conversations. Contact details, lead records, and opportunity data are fetched live through the Web API and used only to serve the current customer interaction. We do not maintain a separate database of your CRM records.
The agent can retrieve any existing case record from your Dynamics 365 instance, regardless of when it was created. As long as the incident exists in your CRM, the agent can look it up by case ID, provide status updates, and even add new notes or change priority based on the customer's follow-up.
Power Virtual Agents and Copilot operate within the Microsoft ecosystem. Tars works across WhatsApp, SMS, your website, and 600+ other tool integrations. If your customers interact outside of Teams or your Dynamics portal, Tars gives your CRM an AI presence wherever those conversations happen.
Yes. The agent can modify the sales stage code (Qualify, Develop, Propose, Close) and the estimated value on any opportunity record. When a prospect provides new information during a conversation, the agent pushes updates to Dynamics 365 immediately, keeping your pipeline forecast current.
Yes. When creating invoices or sales orders, the agent accepts a transaction currency reference in GUID format. If your Dynamics 365 environment has multiple currencies configured, the agent can specify the correct one for each record based on the customer's region or preference.
Don't limit your AI Agent to basic conversations. Watch how to configure and add powerful tools making your agent smarter and more functional.
Privacy & Security
At Tars, we take privacy and security very seriously. We are compliant with GDPR, ISO, SOC 2, and HIPAA.
Email - sales@hellotars.com
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