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Sales & CRM · One-click connect

An AI teammate for Dynamics 365.

Connect Dynamics 365 and your Cicada agent works in it for you: 16 Dynamics 365 actions, from looking things up to making changes. Ask from iMessage, WhatsApp, Slack or the app, and keep it read-only if you only want it to look.

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300 free credits. No card. Read-only if you want.

Things to ask about Dynamics 365
  • Which Dynamics 365 deals haven't moved in two weeks? Draft a nudge for each.
  • Log today's calls in Dynamics 365 and update the next steps.
  • Send me this week's new pipeline from Dynamics 365 every Friday at 4.
  • Who in Dynamics 365 haven't we contacted in 30 days? Make me a list.
Text it, Slack it, or type it in the app. Swap in your own details.
What Cicada can do in Dynamics 365

16 Dynamics 365 actions, picked for what you ask.

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

Reads

4 in all · always allowed
  • Dynamicscrm get a lead
    Dynamicscrm get a lead
  • Get all invoices action
    Get all invoices action
  • Dynamicscrm get a invoice
    Dynamicscrm get a invoice
  • Dynamicscrm get all leads
    Dynamicscrm get all leads

Changes

12 in all · off when Dynamics 365 is read-only
  • Create Account
    Creates a new account entity record in dynamics crm using the web api.
  • Create Case
    Creates a new case (incident) entity record in dynamics crm using the web api.
  • Create Lead
    Creates a new lead entity record in dynamics crm using the web api.
  • Update Case
    Updates an existing case (incident) entity record in dynamics crm using the web api.
  • Update Lead
    Updates an existing lead 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.
  • Update Invoice
    Updates an existing invoice entity record in dynamics crm using the web api.
  • Create Opportunity
    Creates a new opportunity entity record in dynamics crm using the web api.
  • Create Sales Order
    Creates a new sales order entity record in dynamics crm using the web api.
  • Update Opportunity
    Updates an existing opportunity entity record in dynamics crm using the web api.
  • Update Sales Order
    Updates an existing sales order entity record in dynamics crm using the web api.

Showing 16 of 16. Your agent can use every one of them; you don't pick them, you ask for the outcome.

How it works

Connected in a minute. In your control after that.

  1. Connect Dynamics 365

    Open Connections, find Dynamics 365 and press Connect. You sign in on Dynamics 365's own page; there's nothing to configure.

  2. Choose what it may do

    Full, Ask first or Read-only, for the whole workspace. Share Dynamics 365 with the team, or keep it under each person's own login.

  3. Ask from anywhere

    Text your agent on iMessage or WhatsApp, message it in Slack or the app, or put a Dynamics 365 job on a schedule: every morning, every Friday.

Works with your other tools

Dynamics 365, together with the rest of your stack.

Ask for an outcome that spans apps and your agent pulls from each one, cross-checks them and sends back one answer.

More sales & crm integrations

Amplemarket integrationSalesfinity integrationSalesloft integrationZoomInfo integrationHubSpot integrationSalesforce integrationGong integrationIntercom integration

Often used alongside

Gmail integrationSlack integrationGoogle Sheets integrationGoogle Calendar integration

See all 888 integrations

Questions

Dynamics 365 and Cicada, answered.

Does Cicada integrate with Dynamics 365?

Yes. Dynamics 365 is one of the 888 apps with a page here, and it connects with one click. Once it's connected, every agent in your workspace can use it from any channel you talk to them on.

How do I connect Dynamics 365?

Open Connections, find Dynamics 365 and press Connect. You sign in on Dynamics 365's own page; there's nothing to configure.

What can Cicada do in Dynamics 365?

16 actions: 4 that read from Dynamics 365 and 12 that change things in it, for example dynamicscrm get a lead, get all invoices action, dynamicscrm get a invoice. It picks the right ones for what you ask and chains them with your other apps.

Can I stop Cicada changing things in Dynamics 365?

Yes. In Connections, set Dynamics 365 to Read-only and no agent in your workspace can create, change or delete anything in it; it can still read. Ask first lets it act but makes it check with you before each change.

Can I ask about Dynamics 365 from my phone?

Yes. Text your agent on iMessage or WhatsApp, or message it in Slack or the app. It answers in the same thread, and it can run Dynamics 365 jobs on a schedule, like every morning at 8.

Is my Dynamics 365 data safe?

Your Dynamics 365 login or key is stored on the server and never appears in a conversation. Disconnecting removes it. Every action an agent takes is in your activity log, and your data isn't used to train models.

One teammate. The output of a team.

Works nights, remembers every decision, answers in the thread. Start free with 300 credits.

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