Dynamics 365
Work with Dynamics 365 sales, service and operations records from your workflows.
Sales
Dynamics 365 brings sales, service and operations data into one Microsoft platform. The Dynamics 365 integration lets Fetch Hive workflows and agents read and update records through your connected account.
Use it to keep records current and reduce manual data entry.
Use Cases
Lead and contact enrichment
Add company and contact details to new records using research steps in your workflow.
Account briefs
Pull an account's history and open items and write a short brief before a customer call.
Service case summaries
Summarize long case histories so the next person can pick up quickly.
Why use Dynamics 365 with Fetch Hive?
Fetch Hive connects Dynamics 365 with email, calendars, web research and AI steps. One workflow can research a company, update the record and notify the owner.
Approval steps and run history help you keep changes to customer data under control.
FAQ
What can I do with Dynamics 365?
Read and update sales, service and operations records, depending on your permissions.
Will it change my data without asking?
Only if you build it that way. You can add approval steps before updates.
Can it enrich records?
Yes. Workflows can research and add details to supported fields.
How do I connect Dynamics 365?
Connect your Microsoft account from the integrations screen and approve access.
Does it follow my permissions?
Yes. It works through your connected account and can only reach what that account can.
