Microsoft Dynamics 365 AI employee
A Superkind AI employee that maintains contacts, reviews your pipeline, prepares follow-ups, and handles cases directly inside Microsoft Dynamics 365. Message it in Teams or Outlook, it does the work and reports back with the result. Sensitive actions wait for your approval.
- Hosted in the EU
- GDPR data processing agreement
- Ready to start today
- Works in Teams, Slack and more
What is a Microsoft Dynamics 365 AI employee?
A Microsoft Dynamics 365 AI employee connects to your account and completes work there. It creates contacts, reviews leads, updates opportunities, and handles cases. Superkind builds it with your company knowledge so it understands your customers, processes, and rules, then delivers finished results wherever your team works.
Unlike Zapier or Make, there is nothing to configure. You describe the outcome in plain English, the AI employee picks the right Microsoft Dynamics 365 actions, chains them with your other systems, and asks for your approval before sensitive steps.
Microsoft Dynamics 365 combines CRM and business applications for sales, customer service, marketing, finance, and operations.
You ask in Teams
Describe what you need in plain English.
Superkind picks the actions
Selects and chains the right Microsoft Dynamics 365 actions.
Superkind works in Microsoft Dynamics 365
Maintains contacts, reviews leads, and updates opportunities using your real data.
Superkind reports back
Delivers the finished result to Teams or Outlook.
What can you ask Superkind to do in Microsoft Dynamics 365?
Messages you would actually send. Copy one, swap in your specifics, and Superkind takes it from there.
“Create these event contacts in Microsoft Dynamics 365 and enrich them with company, role, and phone number.”
you, to @Superkind“Review our pipeline for this quarter and flag opportunities without a next activity or realistic estimated revenue.”
you, to @Superkind“Prepare personal follow-ups for these five open opportunities using their latest activities and notes.”
you, to @Superkind“Let me know here as soon as a new lead arrives, with industry, company size, and assigned seller.”
you, to @SuperkindHow does Superkind work with Microsoft Dynamics 365?
- Native integrations and connectors for 1,000+ tools
1Connect your systems
Microsoft Dynamics 365 connects securely to Superkind. Teams becomes the workspace for your people. You do not need to build workflows or webhooks. Once set up, Superkind can access the agreed records directly from Teams.
@Superkind review the new leads in Microsoft Dynamics 365, prioritise them, and prepare an opportunity for Nordstern.
On it. I am reviewing the leads, prioritising them, and preparing the opportunity.
2Tell Superkind what you need
Message Superkind in Teams like a colleague. Ask it to review opportunities in Microsoft Dynamics 365, for example. Superkind understands the intended outcome and picks the right actions. If something is unclear, it asks in Teams.
- 3 new leads prioritised
- Nordstern rated hot
- Nordstern opportunity prepared
Nordstern opportunityWaiting for your approvalSend follow-up to Nordstern?3Superkind operates, you approve
Superkind completes the task in Microsoft Dynamics 365 and reports the result in Teams. Reading and preparation steps run independently. Changes to important records or external follow-ups wait for your approval. Every step stays traceable.
What can Superkind do in Microsoft Dynamics 365?
Ask in plain English from Teams or Outlook. Superkind picks the right Microsoft Dynamics 365 actions, completes the work, and reports back. No workflows to build.
Create account
Creates an account record with name, address, industry, and assigned owner.
Get account
Reads account details, activities, and related contacts.
Search accounts
Finds accounts by name, industry, region, or owner.
Summarise account data
Summarises account details, open opportunities, and recent activities.
Create contact
Creates a contact with account, role, email address, and phone number.
Enrich contact
Completes missing contact fields using approved sources.
List leads
Lists leads with source, rating, owner, and status.
Get lead
Reads profile data, activities, notes, and qualification status for a lead.
Update lead
Changes a lead rating, owner, or qualification status.
Create opportunity
Creates an opportunity with account, estimated revenue, stage, and close date.
Review pipeline
Analyses opportunities by stage, value, probability, and next activity.
Get opportunity
Reads stakeholders, activities, products, and revenue data for an opportunity.
Prepare follow-up
Drafts a follow-up from emails, appointments, notes, and open activities.
List activities
Shows tasks, phone calls, appointments, and emails related to a record.
Create case
Creates a case with customer, subject, priority, and description.
Update case
Changes the status, priority, owner, or resolution of a case.
Review open cases
Finds open cases by queue, priority, customer, or age.
Summarise case history
Summarises activities, notes, emails, and previous resolutions for a case.
Create sales order
Creates a sales order with customer, line items, prices, and shipping address.
Update sales order
Changes line items, quantities, prices, or status for a sales order.
Create invoice
Prepares an invoice with customer, line items, amounts, and due date.
List sales orders
Lists sales orders by customer, status, date, or owner.
Get notes
Reads notes and attachments for a contact, lead, or case.
Analyse saved views
Analyses records from a saved Microsoft Dynamics 365 view.
Find duplicate records
Identifies possible duplicate accounts, contacts, or leads from their fields.
Export selected records
Collects selected records with agreed fields for analysis.
Superkind uses Microsoft Dynamics 365 together with your other systems
Ask for outcomes that span tools. The AI employee connects Microsoft Dynamics 365 data with the rest of your stack and delivers one finished result.
Superkind AI employees that work with Microsoft Dynamics 365
Every role brings its expertise and uses Microsoft Dynamics 365 as one of its tools.
Companies working with Superkind
Frequently asked questions
Everything you need to know about your AI employee for Microsoft Dynamics 365.
Yes. Superkind connects Microsoft Dynamics 365 through a managed connector. Once connected, your team can ask the AI employee from Teams or Outlook to work with contacts, leads, opportunities, cases, and orders. You need neither custom code nor a workflow builder. Access stays limited to the agreed tasks and data.
An administrator signs in with the appropriate Microsoft account and confirms the required Microsoft Dynamics 365 permissions. The connection is then available to the AI employee. We configure the connector with you, review the intended records, and test the first tasks. Teams or Outlook then provides a simple access point for your people.
It can create or enrich accounts and contacts, review leads, analyse opportunities, prepare follow-ups, handle cases, and prepare sales orders and invoices. The list above shows typical Microsoft Dynamics 365 actions. We define which records and fields Superkind may read or change in your environment for each use case.
No. With Zapier, Make, or Power Automate, you define and maintain triggers, conditions, and individual steps. With the AI employee, you describe the required outcome in plain English. Superkind picks the appropriate Microsoft Dynamics 365 actions itself, connects them to Teams, Outlook, or other systems when needed, and asks if details are missing.
Only with your approval when important production data would change. Superkind may read information, summarise it, and prepare a proposed change. Updating a lead status, creating an opportunity, or changing a sales order waits for a responsible person to approve it in Teams. Your team decides during onboarding which Microsoft Dynamics 365 actions are sensitive.
Superkind is hosted in the EU, and we sign a GDPR data processing agreement. The AI employee receives only the minimum Microsoft Dynamics 365 permissions it needs. Your data is not used to train models. Access and actions are logged for traceability. Together, we limit access to the required records, fields, and tasks.
Paid Microsoft Dynamics 365 plans for sales or customer service often sit in the low hundreds of euros per user each month, depending on the product and features. Zapier starts at about 20 euros per month and Make at about 10 euros per month, both plus setup time. Superkind is priced per use case, a fraction of a full-time hire.