Automate Microsoft Dynamics 365 with Caddi AI Agents
Built for professional services teams.
Dynamics 365 is the CRM for firms that run on Microsoft. Caddi AI Agents keep it in step with the inbox, the document system and the other tools your team uses, through the Dataverse Web API.
Yes, Caddi integrates with Microsoft Dynamics 365. It runs the Microsoft Dynamics 365 steps your team does by hand today, and connects it to Salesforce, Microsoft Outlook, and SharePoint. You teach the workflow once by screen-share; Caddi builds it as verified code and runs it every time. No code, no IT ticket.
Get a demo on your Microsoft Dynamics 365 work
30 minutes. We'll show Caddi AI Agents running it end to end.
Discover, automate and govern your Microsoft Dynamics 365 work.
Caddi AI Agents find the repetitive work your team does in Microsoft Dynamics 365, learn it the way a new hire would, and run it for you, with every run on the record. No code, no IT ticket, no brittle wiring.
- 1
Discover
Caddi AI Agents find the repetitive Microsoft Dynamics 365 work and rank it by the hours it would give back, with the evidence attached.
- 2
Automate
Show them the job once, like a new hire. They build verified code and run it across your stack.
- 3
Govern
Every automation is reviewed before it runs in production, and every run is logged and replayable.
DocusignWhat Caddi does with Microsoft Dynamics 365
Why teams automate Microsoft Dynamics 365
CRM data goes stale when updates depend on someone copying them over. Caddi moves the changes into Dynamics 365 as they happen.
Loops Caddi runs against Microsoft Dynamics 365
Sync new clients
Recommended patternCaddi creates the Dynamics 365 contact and account when a new client signs in DocuSign.
Log email activity
Recommended patternCaddi logs client emails from Outlook to the matching Dynamics 365 record.
File documents
Recommended patternCaddi files documents from SharePoint against the right Dynamics 365 account.
Where professional services teams use it
Inbound triage
Watch Microsoft Dynamics 365 for new items, classify them, and route the right data to the right downstream system: CRM, matter system, or storage.
Cross-tool data sync
Keep Microsoft Dynamics 365 in lockstep with your CRM, billing, or document system so the same record never has to be updated twice.
Document workflows
Generate, send, and archive documents end-to-end using Microsoft Dynamics 365 alongside e-signature, cloud storage, and your system of record.
Notifications & approvals
Send the right person the right Microsoft Dynamics 365 update by email, Slack, or Teams, and capture approvals back into the originating record.
Questions about automating Microsoft Dynamics 365
Does Caddi have a real Microsoft Dynamics 365 integration?
Yes. Caddi runs verified code against Microsoft Dynamics 365's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Microsoft Dynamics 365 is reviewed before it runs in production.
Do I need engineering help to automate Microsoft Dynamics 365 with Caddi?
No. You demonstrate the workflow, clicking through Microsoft Dynamics 365 the way you normally would, and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.
Is my Microsoft Dynamics 365 data safe?
Caddi is SOC 2 attested. Our AI watches and builds the automation; once generated, it executes as deterministic code against Microsoft Dynamics 365, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.
Can Caddi connect Microsoft Dynamics 365 to the rest of my stack?
That's the point. Most Caddi automations span 3-6 tools. For example: pulling data out of an email, updating Microsoft Dynamics 365, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.
How do I find what to automate in Microsoft Dynamics 365?
Caddi Discover reads the activity in the tools you connect, read only, and ranks the repeated work worth automating with the evidence behind each finding. Unlike process mining, it does not stop at the insight: the person who does the work builds the automation in Caddi Automate, and Govern keeps every run and decision on the record.
Ready to automate Microsoft Dynamics 365?
Drop your work email and we'll show you Caddi running end-to-end against Microsoft Dynamics 365 and the rest of your stack.