AI for Microsoft Dynamics 365. Built Into Your Workflow.
Microsoft Dynamics 365 AI integration connects AI agents to your existing Dynamics environment — scoring leads, enriching records, summarizing deals, and following up automatically through the Dataverse Web API. Inwizards, a software development company since 2009, builds and maintains the integration, with an on-premise AI option so CRM data stays on your servers.
Your Dynamics 365 already holds the data. AI makes it act. Agents built on the Dataverse API turn Dynamics from a system of record into a system that scores, enriches, and follows up on every lead for you.
What AI adds to your Dynamics 365
Practical, revenue-focused automation that lives inside Dynamics 365 — configured to your tables, stages, and routing rules.
AI Lead Scoring
Every lead scored against your ideal-customer profile and written straight to the lead record in Dataverse, so sellers work the hottest deals first.
→ 02Record Enrichment & De-dup
Agents fill missing fields, add firmographics, and merge duplicate leads, contacts, and accounts so your Dynamics dashboards reflect reality.
→ 03AI Deal & Account Summaries
Ask in plain language and get opportunity, account, and pipeline summaries in seconds — pulled live from Dataverse, not last week's export.
→ 04Automated Follow-Ups
Agents draft and send timely follow-ups on your rules, log every touch as an activity, and nudge sellers when an opportunity goes quiet.
→ 05Voice & Chat Agents Logged to CRM
24/7 voice and chat agents answer inbound questions, qualify callers, and log every conversation to the right contact in Dynamics 365.
→ 06Migration & Integration
Data moved into Dynamics 365 cleanly, and Dynamics connected to your ERP, marketing, and support stack so records stay in sync everywhere.
→How an engagement works
We start with one high-value use case, prove it inside your environment, then expand.
Audit Your Environment
We review your Dynamics 365 apps, tables, data quality, and workflows to find the fastest AI win — and hand you a written audit of what we'd automate first, and why, before you spend anything.
→Connect & Map
We connect securely through the Dataverse Web API and map the agents to your tables, stages, teams, and routing rules, so scores and updates land exactly where your sellers work.
→Deploy Agents
Scoring, enrichment, and follow-up agents go live against a first pipeline or team, so results are measurable against a real baseline before any wider rollout.
→Expand & Optimize
We measure impact against the audit baseline, tune scoring rules with your sales managers, and roll agents out across more pipelines, apps, and teams.
→Built on the Dataverse API. Run where you choose.
We build on and integrate with Microsoft's platform through its documented APIs — no fragile screen-scraping, no rip-and-replace. And if compliance demands it, the AI layer runs on your own servers with open models, so prompts and CRM data never leave your network.
One AI layer. Every CRM we build on.
Dynamics 365 is one platform we integrate with — the same agent layer works across the CRMs and ERPs your teams run.
Salesforce + AI
AI agents working every lead inside your Salesforce org via its REST and Bulk APIs.
See Salesforce AI →Zoho CRM + AI
Zoho CRM automation and AI — from a team that runs its own sales on Zoho.
See Zoho AI →Odoo + AI Smart CRM
AI layered onto Odoo CRM and ERP by Odoo engineers since 2009.
See Odoo AI CRM →AI Agents Platform
The full agent platform behind every integration — sales, support, and success.
See the platform →AI Agent Development
Custom agents designed and built around your workflows, not a template.
See development →On-Premise AI
Open models on your own servers — CRM data never leaves your network.
See on-premise AI →A software development company since 2009.
Offices in the US, UAE, and India — 15+ years building and integrating business software.
Dynamics 365 + AI questions
Everything you need to know about adding AI agents to your Dynamics 365 environment.
Dynamics 365 AI integration connects AI agents to your existing Dynamics 365 environment through the Dataverse Web API - scoring leads, enriching records, summarizing deals, sending follow-ups, and logging conversations, all inside the Dynamics 365 apps your team already uses.
No. We build on Microsoft's platform, we do not replace its native AI. Our agents integrate through the Dataverse API and Power Automate and can run alongside Copilot features - or independently, including with open models such as Llama or DeepSeek on your own servers.
Most Dynamics 365 AI integrations go live in a few weeks. We start with one high-value use case such as AI lead scoring on a single pipeline, prove it against a real baseline, then expand to more teams and tables.
Yes. The integration runs against your own Dynamics 365 environment with encryption in transit and at rest and role-based access. For maximum control, the AI layer can be deployed on-premise on your own servers - so CRM data never leaves your network.
We integrate AI with Dynamics 365 Sales, Customer Service, and custom Dataverse tables - using the Dataverse Web API, Power Automate flows, and plugins where needed, so agents fit your existing model-driven apps.
Yes. Inwizards has built software since 2009 and handles CRM migration and integration work - moving data into Dynamics 365, connecting it to your ERP and marketing stack, and keeping records in sync across systems.
Ready to put AI to work inside Dynamics 365?
Book a demo and we'll show you AI agents scoring, enriching, and following up on live CRM records — then map the integration to your environment. Keep your existing Dynamics 365, live in weeks.