AI Dynamics 365 CRM Assistant

One AI Assistant for
Every Dynamics 365 Role

Sales reps update pipeline by chat. Managers get morning briefings automatically. RevOps fixes CRM hygiene in bulk. SDRs log outreach sequences without touching Dynamics manually. One assistant — your entire team.

Sales Rep Sales Manager RevOps SDR / BDR
Connect to Dynamics 365 Book an Enterprise Demo
D365
AI Dynamics 365 Assistant
Pipeline • Briefings • CRM Hygiene • Outreach Logging
Connected • 4 roles active across your team
Acme Corp just agreed to move forward. Update them to Proposal Sent and set a follow-up for Friday.
D365
Done. Dynamics 365 updated (OPP-ACME-3311):

• Stage: Negotiation → Proposal Sent
• Task created: "Follow-up call — Friday Sep 5, 10:00 AM" with Outlook Calendar invite sent.
• Timeline note logged: "Verbal agreement to proceed. Proposal package dispatched."
Draft Proposal Email View Opportunity See Week's Pipeline
What's my team's pipeline risk this week?
D365
3 deals at risk across your team's $2.1M pipeline: TechVision ($320k) stuck in Legal 23 days with no next step; GlobalEdge ($92k) 18 days past estimated close date; Sigma Corp ($140k) no activity since rep transferred. Want me to draft re-engagement actions for all three?
Works for Every Role on Your Sales Team Bi-Directional Dataverse Read & Write Morning Briefings Auto-Delivered at 8 AM 100% CRM Hygiene Enforcement 60-Minute No-Code Setup Works for Every Role on Your Sales Team Bi-Directional Dataverse Read & Write Morning Briefings Auto-Delivered at 8 AM
Built for Your Role

What Does Your Role Need From Dynamics 365?

Select your role to see exactly what your AI Dynamics 365 Assistant does for you — the prompts your team actually uses every day.

Sales Rep

Stop Manually Updating Dynamics. Just Talk to It.

Sales reps lose 5+ hours a week on CRM data entry. Your AI Dynamics 365 Assistant updates opportunities, logs calls, sets follow-ups, and drafts next-step emails — all from a single chat message after every meeting.

"Move Acme Corp to Proposal Sent and set a follow-up for Friday at 10 AM."
"Log today's call with BioHealth — they want a security review next week."
"Draft a follow-up email for the FinTech Global demo I just finished."
"Which of my deals have gone quiet for more than a week?"
"Prep me for my Vertex Corp call tomorrow — what's the deal history?"
"Update TechVision's estimated close date to October 15 and note it slipped due to legal."
D365
AI Dynamics 365 Assistant
Sales Rep Mode
Log today's call with BioHealth — they want a security review next week.
D365
Dynamics 365 updated (OPP-BIOHEALTH-112):
• Stage: Qualify → Develop — Security Review
• Next Step: "Send SOC 2 report — complete by Sep 6"
• Timeline note: "Call completed. Buyer requested security documentation."
• Task: Follow-up Sep 9, 9:00 AM — Outlook Calendar invite sent.
Sales Manager

Morning Briefings, Pipeline Risk & Forecast Gaps — Without Running Reports.

Every morning at 8 AM, your AI Dynamics 365 Assistant delivers a full pipeline health briefing: at-risk deals, forecast vs. target gap, rep activity summary, and deals that need your attention — sourced from live Dataverse data.

"Give me a morning pipeline briefing for my team."
"Why is our forecast $180k lower than last week?"
"Which reps haven't logged any Dynamics activity this week?"
"What are our 5 biggest deals at risk of missing the quarter?"
"How is Alex's pipeline comparing to quota pacing?"
"Show me all deals that have been in Propose stage for more than 14 days."
D365
AI Dynamics 365 Assistant
Sales Manager Mode
Why is our forecast $180k lower than last week?
D365
Forecast variance — last 7 days:
• Closed-Lost: TechNova ($85k), Vertex ($62k) — $147k out
• Stage rollback: Apex Medical from Propose to Develop — $98k removed
• New pipeline: +$65k added (DataBridge, OakTree)
Net: −$180k committed vs. last Friday.
Recovery path: Accelerate DataBridge ($95k, in POC) before month-end.
RevOps Analyst

Bulk CRM Hygiene Fixes, Data Quality Audits & Pipeline Reports — In Seconds.

RevOps teams spend hours chasing reps to fill in Dynamics fields. Your AI assistant automatically audits data quality weekly, proposes batch fixes, and executes bulk updates with your 1-click approval — keeping your Dataverse instance clean without manual effort.

"Run a full CRM hygiene audit — find all records with missing required fields."
"Which opportunities have blank estimated close dates or incorrect probability?"
"Find all deals owned by reps who left the company this quarter."
"Show me duplicate accounts created in the last 30 days."
"Bulk-update all Q3 overdue opportunities to Q4 and notify owners."
"Generate a data quality health score report for our Dynamics environment."
D365
AI Dynamics 365 Assistant
RevOps Mode
Run a CRM hygiene audit — find all records with missing required fields.
D365
CRM Audit complete — 14 issues found:
6 opportunities — Next Step field blankFix
4 opportunities — Estimated close date expiredFix
2 opportunities — Owner is inactive repReassign
2 Closed-Won — Actual revenue missingFill
Approve all fixes below and I'll execute them in Dynamics 365 instantly.
SDR / BDR

Log Every Call, Email & Sequence Touch — Without Leaving Your Inbox.

SDRs lose 30–40 minutes per day updating Dynamics between calls. Your AI assistant logs outreach activities, updates lead statuses, creates new contacts from email threads, and tracks sequence touches — all from a chat message.

"Log a call with Sarah Chen at Vertex Corp — left voicemail, follow up Thursday."
"I emailed 12 leads from the webinar list — log outreach for all."
"Create a new contact: James Park, VP Ops at DataBridge, james@databridge.io."
"Move all my open leads from 'Contacted' to 'No Response' if untouched 7+ days."
"How many meetings did I book this week vs. last week?"
"Which of my leads from last month's campaign haven't been contacted yet?"
D365
AI Dynamics 365 Assistant
SDR / BDR Mode
Log a call with Sarah Chen at Vertex Corp — left voicemail, follow up Thursday.
D365
Dynamics 365 logged (Lead: Sarah Chen / Vertex Corp):
• Timeline activity: "Outbound call — Voicemail left. No answer."
• Lead status: Attempted Contact
• Task: Follow-up call — Thursday Sep 5, 9:00 AM
• Calendar invite sent to your Outlook Calendar.
The Math is Simple

Your Team Loses $3,800/Month on Manual
Dynamics 365 Work. We Charge $99.

No setup fees. No Dynamics admin required. No long contracts. Just 1,000 AI credits at $99/month — and your team stops wasting hours on CRM data entry by asking instead of clicking.

What Manual Dynamics 365 Work Costs You
Sales rep salary (avg)
$80,000/yr = $38/hr
Hours/week on manual CRM data entry per rep
5 hrs/week
Monthly cost of CRM admin time per rep
$760/month
Monthly waste for a team of 5 reps
$3,800/month
Source: Industry sales productivity research — reps typically spend roughly a quarter of their week on administrative tasks, not selling.
VS
RhinoAgents AI Dynamics 365 Assistant
$99 / month
1,000 AI credits included
Entire team — all 4 roles
Just ask. No setup. No clicking.
Connect Dynamics 365 via Entra ID OAuth in 5 min
No Dynamics admin required
You save every month
$3,701
$3,800 cost of manual work − $99 subscription
What's a Credit?

Credits = AI work. Not chat messages. Each task consumes credits based on complexity.

"Update Acme Corp to Proposal Sent"
1 credit
Simple field update
Morning pipeline briefing for your team
5 credits
Reads & summarizes full pipeline
Extract Gong call + update opportunity
8 credits
Transcript analysis + CRM write
Bulk CRM hygiene audit (50 records)
20 credits
Full environment scan + fix proposals
At $99/month with 1,000 credits, a team of 5 reps runs 200 AI tasks each — more than enough to eliminate all manual Dynamics 365 work for the entire month.
Quick Deployment

Your Whole Team Live in 60 Minutes.

One Dynamics 365 connection. Every role on your team gets access immediately — no admin, no code, no custom flows.

1
Connect Dynamics 365
Authenticate your environment via Microsoft Entra ID (Azure AD) OAuth in one click. Works with Sales Professional, Enterprise & Premium editions.
Entra ID OAuth
2
Configure Roles & Rules
Set pipeline risk thresholds, approval gates, and choose which roles (reps, managers, RevOps, SDRs) are active from day one.
Role Config
3
Connect Teams or Email
Morning briefings, approval requests, and stalled deal alerts go to the Microsoft Teams channels or Outlook inboxes each role already uses.
Notifications
4
Team Goes Live
Reps update pipeline by chat. Managers get briefings at 8 AM. RevOps runs hygiene audits. SDRs log outreach instantly.
All Roles Active
Under the Hood

Not a Chatbot. An AI Employee With a Dynamics 365 Login.

Four core capabilities that make RhinoAgents operate Dynamics 365 — rather than just query it.

Bi-Directional API
Read & Write Dataverse — Every Field
Uses the Dataverse Web API and OData endpoints to both read pipeline data and write updates — stage changes, next steps, estimated close dates, custom fields, timeline activity logs, contact creation, and task scheduling.
All standard & custom Opportunity fields
Leads, Contacts, Accounts, Activities, Tasks
Proactive Intelligence
Pipeline Risk Detection — Without Being Asked
Scans every opportunity daily. Flags inactivity, expired close dates, missing required fields, and forecast mismatches — surfaces at-risk deals with recommended recovery actions before they die.
Custom risk thresholds per stage
Gong call signal enrichment
Human-in-the-Loop
Approval Gates by Action Type & Role
Reps can update their own pipeline automatically. Bulk changes, ownership reassignments, and deletions always require manager or RevOps 1-click approval in Teams before executing.
Per-role, per-action approval thresholds
Full timestamped audit trail for every write
Scheduled Execution
Daily Jobs That Run Without Prompting
Managers get briefings at 8 AM. RevOps gets hygiene audit reports Mondays. SDRs get stale lead sweeps daily. Scheduled jobs run on cron schedules your team configures — zero manual triggering.
Per-role configurable cron schedules
Teams / email / Slack delivery
Full Capability Set

Everything Your AI Dynamics 365 Assistant Can Do

Across all four roles — one comprehensive platform, one Dynamics 365 connection.

Opportunity Updates by Chat
Reps update stage, estimated close date, next step, and custom fields from a single chat message — no manual Dynamics editing required.
Sales RepStage UpdatesTasks
Morning Pipeline Briefings
Managers receive a full pipeline health report at 8 AM: forecast gap, at-risk deals, rep activity, and recommended actions — auto-delivered to Teams.
Sales ManagerForecastRisk
Bulk CRM Hygiene Audits
Weekly Dataverse data quality sweeps: blank fields, duplicate records, expired dates, orphaned opportunities — batch-fixed with 1-click RevOps approval.
RevOpsBulk UpdateDeduplication
Outreach Logging for SDRs
SDRs log calls, emails, voicemails, and sequence touches from chat. Contact and lead records created automatically. Follow-up tasks set with calendar invites.
SDR / BDRActivity LogLeads
Post-Meeting Gong Extraction
After each Gong call, extracts MEDDPICC qualification, updates opportunity stage, logs next steps, and creates follow-up tasks — within 10 minutes of call completion.
GongMEDDPICCAuto-Log
Forecast Variance Explanation
Answers "why did our number change?" with exact attribution: which deals moved, which closed-lost, what new pipeline entered — traced against prior week in Dynamics 365.
Sales ManagerRevOpsForecast
Human-in-the-Loop

Every Role Has the Right Level of Control.

Individual reps update their own pipeline instantly. Bulk changes and cross-rep modifications route to managers or RevOps for 1-click approval before any Dynamics 365 write occurs. No unchecked mass changes — ever.

  • Sales reps — update own pipeline instantly, no approval
  • SDRs — log outreach and create contacts instantly
  • Bulk updates >5 records — RevOps 1-click approval required
  • Owner reassignments & deletions — always require approval
Bulk Dynamics 365 Update — RevOps Approval
CRM Hygiene Batch Fix — 14 Dataverse Records
Proposed changes:
• 6 opportunities → Set Next Step field (currently blank)
• 4 opportunities → Reset estimated close dates to Q4 2026
• 2 opportunities → Reassign from inactive rep to A. Patel
• 2 Closed-Won → Add missing actual revenue values

All changes include a full audit trail with AI action attribution.
Connected Ecosystem

Dynamics 365 is the Core — 400+ Tools Around It

Your AI Dynamics 365 Assistant pulls signals from your full tech stack and writes back to Dataverse as the system of record.

Dynamics 365 Sales Gong.io Chorus.ai Microsoft Teams Outlook / Gmail Slack Google Calendar PandaDoc DocuSign HubSpot CRM 400+ via REST API
Enterprise Trust

Enterprise Security & Dynamics 365 Data Governance

Your Dynamics 365 data is scoped, audited, and never used for model training.

Microsoft Entra ID — Scoped Permissions Only
Connects with only the Dataverse API scopes you authorize. Read/write access is limited to Opportunities, Activities, Leads, and Tasks — never your full environment schema.
SOC 2 Type II & GDPR Compliant
Full AICPA SOC 2 Type II audit. GDPR-compliant data residency for EU Dynamics 365 environments. Role-based access control so reps only see their own data.
Zero CRM Data Training Policy
Your pipeline data, account intel, and deal information are never used to train LLMs. All inference runs in an isolated tenant environment. Your data stays yours.
Got Questions?

Frequently Asked Questions

Is this the same as Microsoft Copilot for Sales?
No. Copilot for Sales is Microsoft's built-in assistant that surfaces suggestions and summaries inside Dynamics and Outlook. RhinoAgents takes actions — updating records, sending briefings, running hygiene audits — proactively, without being asked, and works across your full sales tech stack including Teams, Outlook, Gong, Slack, and HubSpot.
Can different team roles use the same AI assistant?
Yes. One deployment serves your entire team. Sales reps update pipeline and log calls. Managers receive morning briefings. RevOps runs bulk hygiene fixes. SDRs log outreach sequences. Each role sees prompts and outputs relevant to their specific job — one platform, all four roles.
Does it write back to Dynamics 365 or just read?
It reads and writes. Using the Dataverse Web API and OData endpoints, the assistant can update opportunity stages, create tasks, log activities, reset estimated close dates, reassign owners, and bulk-fix hygiene issues — with human approval gates for significant changes to protect data integrity.
How long does setup take?
Under 60 minutes. Connect your Dynamics 365 environment via Microsoft Entra ID OAuth, configure your pipeline rules, approval thresholds, and role settings, then connect Teams or email for notifications. All four roles are active immediately — no admin or developer required.
What Dynamics 365 editions are supported?
Dynamics 365 Sales Professional, Sales Enterprise, and Sales Premium. Any environment with Dataverse Web API access enabled. Custom entities, custom fields, and managed solution fields are also supported.
Your Whole Team. One AI Dynamics 365 Assistant.

Connect in 60 minutes. Reps stop manual CRM work. Managers get morning briefings. RevOps keeps data clean. SDRs log outreach instantly — all from chat.

Connect Dynamics 365 Free Book an Enterprise Demo