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Automate Microsoft Dynamics 365 with Caddi AI Agents

Built for professional services teams.

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 show the workflow on a screenshare or describe it in chat, and change it in plain English as the work changes; Caddi builds it as verified code and runs it every time. No code, no IT ticket.

The differenceMost Microsoft Dynamics 365 integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Microsoft Dynamics 365 and every tool it touches, including the screens with no API.

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How to automate Microsoft Dynamics 365

  1. Connect Microsoft Dynamics 365 to Caddi

    Allow

    1Sign in to Microsoft Dynamics 365

    One click with your own Microsoft Dynamics 365 login. No API keys.

  2. Automate sync new clients in Microsoft Dynamics 365.

    Type it

    2Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  3. Running

    14 done1 for review

    3Watch it run

    Caddi does the work and flags anything unsure for review.

Integrations

Microsoft Dynamics 365 integrations

Connect Microsoft Dynamics 365 with any of the 200 other tools Caddi works with. Pick one to see what Caddi automates between them.

200 tools

The details

What Caddi does with Microsoft Dynamics 365

Why teams automate Microsoft Dynamics 365

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.

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

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.

Often automated alongside Microsoft Dynamics 365

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See it on your stack

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.