SIMPLE + MICROSOFT DYNAMICS 365
Dynamics context, ready for every call.
Bring the customer and account context your team keeps in Dynamics 365 into AI conversations, then return useful outcomes to the workflows that depend on them.
Business context in. Conversation outcomes out.
Find the right record
Guide the conversation
Update the workflow
Keep context and follow-up connected
BEFORE THE CALL
Start with Dynamics context
Bring the relevant customer, account, or case information into the conversation.
AFTER THE CALL
Keep records useful
Capture outcomes in a structured form your team can use in downstream work.
WHAT HAPPENS NEXT
Move work forward
Connect conversation results to the Dynamics 365 processes that handle follow-up.
Ready to connect Microsoft Dynamics 365?
Talk with our team about the data, events, and workflows you want to connect. Configuration depends on your Microsoft Dynamics 365 environment and requirements.