Use Microsoft Dynamics 365 CRM with AI Agents

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Microsoft Dynamics 365 CRM is a customer relationship management (CRM) software suite that helps businesses manage various aspects of their customer relationships, including sales, marketing, customer service, and field service. It offers features for lead management, opportunity tracking, case management, and analytics.

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🔗 Connect and Use Microsoft Dynamics 365 CRM

1. 🔑 Connect your Microsoft Dynami

2. ✅ Select an action

3. 🚀 Go live with the agent

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API actions for Microsoft Dynamics 365 CRM for AI assitants/agents

Language

PYTHON

Framework

Create Lead

Creates a new lead in Microsoft Dynamics 365 CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CREATE_LEAD])

Update Contact

Updates an existing contact's information in Dynamics 365 CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.UPDATE_CONTACT])

Create Opportunity

Creates a new opportunity in Dynamics 365 CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CREATE_OPPORTUNITY])

Close Opportunity

Closes an existing opportunity as won or lost in Dynamics 365 CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CLOSE_OPPORTUNITY])

Create Account

Creates a new account in Dynamics 365 CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CREATE_ACCOUNT])

Update Account

Updates an existing account's information in Dynamics 365 CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.UPDATE_ACCOUNT])

Create Case

Creates a new support case in Dynamics 365 CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CREATE_CASE])

Resolve Case

Resolves an existing support case in Dynamics 365 CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.RESOLVE_CASE])

Create Task

Creates a new task in Dynamics 365 CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CREATE_TASK])

Complete Task

Marks a task as completed in Dynamics 365 CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.COMPLETE_TASK])

Create Appointment

Creates a new appointment in Dynamics 365 CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CREATE_APPOINTMENT])

Send Email

Sends an email through Dynamics 365 CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.SEND_EMAIL])

Create Quote

Creates a new quote in Dynamics 365 CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CREATE_QUOTE])

Convert Lead

Converts a lead to an opportunity in Dynamics 365 CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CONVERT_LEAD])

Create Campaign

Creates a new marketing campaign in Dynamics 365 CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CREATE_CAMPAIGN])

New Lead Created

Triggers when a new lead is created in Dynamics 365 CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.NEW_LEAD_CREATED])

Opportunity Won

Triggers when an opportunity is marked as won in Dynamics 365 CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.OPPORTUNITY_WON])

Case Resolved

Triggers when a support case is resolved in Dynamics 365 CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CASE_RESOLVED])

New Account Created

Triggers when a new account is created in Dynamics 365 CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.NEW_ACCOUNT_CREATED])

Contact Updated

Triggers when a contact's information is updated in Dynamics 365 CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CONTACT_UPDATED])

Task Completed

Triggers when a task is marked as completed in Dynamics 365 CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.TASK_COMPLETED])

Appointment Scheduled

Triggers when a new appointment is scheduled in Dynamics 365 CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.APPOINTMENT_SCHEDULED])

Quote Accepted

Triggers when a quote is accepted by a customer in Dynamics 365 CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.QUOTE_ACCEPTED])

Campaign Started

Triggers when a marketing campaign is started in Dynamics 365 CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CAMPAIGN_STARTED])

Opportunity Stage Changed

Triggers when an opportunity's stage is changed in Dynamics 365 CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.OPPORTUNITY_STAGE_CHANGED])

Lead Qualified

Triggers when a lead is qualified in Dynamics 365 CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.LEAD_QUALIFIED])

New Case Created

Triggers when a new support case is created in Dynamics 365 CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.NEW_CASE_CREATED])

Email Opened

Triggers when an email sent through Dynamics 365 CRM is opened

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.EMAIL_OPENED])

Record Assigned

Triggers when a record is assigned to a user in Dynamics 365 CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.RECORD_ASSIGNED])

Note Added

Triggers when a note is added to a record in Dynamics 365 CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.NOTE_ADDED])

Frequently asked questions

What is Composio.dev?

Composio.dev is a platform for building AI applications, designed to make the process of developing AI solutions super easy and fun! It provides a comprehensive set of tools and libraries that simplify the process of developing AI solutions, allowing you to focus on the creative aspects of your project without getting bogged down by the technical details.

How does Composio.dev support Microsoft Dynamics 365 CRM?

Composio.dev seamlessly integrates with Microsoft Dynamics 365 CRM, allowing you to leverage its capabilities within the Composio.dev platform. You can utilize Microsoft Dynamics 365 CRM to call functions across various platforms, including Google, GitHub, and others, making it a breeze to incorporate different services into your AI applications. Additionally, it supports user authentication via OAuth2 and can work in conjunction with other popular frameworks like LangChain and CrewAI, giving you the flexibility to build truly innovative AI solutions.

What models can I use with Microsoft Dynamics 365 CRM?

With Microsoft Dynamics 365 CRM, you have access to a wide range of state-of-the-art language models, including GPT-4o (OpenAI), GPT-3.5 (OpenAI), GPT-4 (OpenAI), Claude (Anthropic), PaLM (Google), LLaMA and LLaMA 2 (Meta), Gemini, and many others. This flexibility allows you to choose the model that best suits your specific use case, whether you're building a chatbot, a content creation tool, or any other AI-powered application. You can experiment with different models and find the one that delivers the best performance for your project.

How can I integrate Microsoft Dynamics 365 CRM into my project?

Composio.dev provides a seamless integration for Microsoft Dynamics 365 CRM, making it super easy to incorporate this powerful framework into your projects. You can leverage the Composio.dev API to call functions from Microsoft Dynamics 365 CRM, allowing you to tap into its capabilities with just a few lines of code. The SDK is available in Python, JavaScript, and TypeScript, so you can work with your preferred programming language and integrate Microsoft Dynamics 365 CRM into your projects seamlessly.

What is the pricing for Microsoft Dynamics 365 CRM?

Microsoft Dynamics 365 CRM is completely free to use, with a generous free tier that allows up to 1000 requests per month. This makes it accessible for developers and organizations of all sizes to explore and experiment with this powerful tool without any upfront costs. Whether you're a student working on a personal project or a startup building the next big thing, you can get started with Microsoft Dynamics 365 CRM without worrying about breaking the bank.

What kind of authentication is supported for Microsoft Dynamics 365 CRM?

Microsoft Dynamics 365 CRM supports OAuth2 authentication, ensuring secure and authorized access to its functionalities. You can leverage the Composio.dev API to handle authentication and call functions from Microsoft Dynamics 365 CRM seamlessly. The SDK is available in Python, JavaScript, and TypeScript for your convenience, making it easy to integrate authentication into your projects and keep your users' data safe and secure.

Can I add Microsoft Dynamics 365 CRM to my project?

Absolutely! You can easily incorporate Microsoft Dynamics 365 CRM into your project by utilizing the Composio.dev API. This API allows you to call functions from Microsoft Dynamics 365 CRM, enabling you to leverage its capabilities within your application. The SDK is available in Python, JavaScript, and TypeScript to facilitate integration, so you can work with the language you're most comfortable with and add Microsoft Dynamics 365 CRM to your project with ease.

What is the accuracy of Microsoft Dynamics 365 CRM?

Microsoft Dynamics 365 CRM is designed to provide highly accurate and reliable results, ensuring that your AI applications perform at their best. The integration with Composio.dev ensures precise function calls, enabling you to build robust and powerful AI applications with confidence. Microsoft Dynamics 365 CRM's comprehensive framework and the ability to leverage state-of-the-art models ensure reliable and accurate outcomes for your AI development needs, whether you're working on a chatbot, a content creation tool, or any other AI-powered project.

What are some common use cases for Microsoft Dynamics 365 CRM?

Microsoft Dynamics 365 CRM can be used for a wide range of AI applications, making it a versatile tool for developers and creators alike. Some common use cases include natural language processing, text generation, question answering, sentiment analysis, and more. It's particularly useful for building chatbots, virtual assistants, content creation tools, and other AI-powered applications that can help you automate tasks, engage with users, and create compelling content. Whether you're working on a personal project or building a product for your startup, Microsoft Dynamics 365 CRM can help you bring your ideas to life.

How does Microsoft Dynamics 365 CRM handle data privacy and security?

Data privacy and security are crucial considerations when working with AI systems, and Microsoft Dynamics 365 CRM takes these issues seriously. It follows industry best practices and adheres to strict data protection regulations, ensuring that your data is kept safe and secure. Microsoft Dynamics 365 CRM provides robust security measures, such as encryption and access controls, to ensure the confidentiality and integrity of your data. You can rest assured that your sensitive information is protected when using Microsoft Dynamics 365 CRM for your AI development needs.