CRM Integration
Best AI Assistant for Dynamics 365
Carly is an AI assistant that connects to Dynamics 365 so you can create contacts, update opportunities, log activities, and pull reports — all by email or text. No navigating the Dynamics interface.
Try Carly →What Carly can do with Dynamics 365
Create contacts and accounts
Email Carly with a new contact's details and she'll create the record in Dynamics 365, associate it with the right account, and populate the fields.
Update opportunities after calls
After a sales call, tell Carly to change the opportunity stage, update the estimated value, or add notes. She updates Dynamics without you opening the app.
Log activities and meetings
Tell Carly to log a phone call, meeting, or email activity in Dynamics 365 with notes and next steps. She links it to the right contact and opportunity.
Pull reports and record details
Ask Carly for pipeline data, contact details, or account history from Dynamics 365. She queries the system and sends you a summary by email.
Why teams need AI for Dynamics 365
Dynamics 365 is a powerful enterprise CRM, but that power comes with complexity. Creating a contact means filling out multiple forms. Updating an opportunity means navigating through entities, tabs, and fields. Logging a call means opening the activity record, linking it to the right contact, and adding notes. For sales reps making 30+ calls a day, that overhead kills productivity.
AI tools for Dynamics 365 should let you interact with your CRM using natural language instead of navigating menus. Send a message with what happened on the call and have the CRM update itself — opportunity stage changed, notes logged, follow-up task created. That's the difference between a Dynamics instance that reflects reality and one where reps are always a week behind on updates.
How Carly works as your AI Dynamics 365 assistant
Carly connects to your Dynamics 365 environment and lets you manage your CRM over email or text. Instead of opening the Dynamics app, navigating to the right entity, and clicking through forms, you send Carly a message describing what you need.
Just finished a meeting? Email Carly to update the opportunity, change the stage, add notes, and create a follow-up task — all in one message. Need to look up a contact before a call? Ask Carly and she'll pull the record from Dynamics with recent activities, open opportunities, and account details.
Carly works with Dynamics 365 Sales, Customer Service, and custom entities. She reads your field definitions and maps your natural language instructions to the right entities and attributes.
Who uses Carly with Dynamics 365
Enterprise sales reps who use Dynamics 365 but lose time to its interface complexity. Sales managers who need pipeline data on demand without running reports in the app. Field sales teams who update the CRM from their phone between in-person meetings. IT and ops teams who want to reduce the training burden of Dynamics — reps can email Carly instead of learning every menu and form.
See it in action
How to connect Dynamics 365 to Carly
Sign up for Carly
Create your account in under 2 minutes.
Connect Dynamics 365
Authorize the Dynamics 365 integration from your Carly dashboard. One click, and you're connected.
Start giving instructions
Email or text Carly with what you need done in Dynamics 365. She handles the rest.
Automate Dynamics 365 in 2 minutes
No complex setup. No code. Just tell Carly what you need.
Get Started →Frequently asked questions
What is the best AI tool for Dynamics 365?
Carly is an AI assistant that connects to Dynamics 365 and lets you create contacts, update opportunities, log activities, and pull data — all by email or text. Unlike Copilot for Dynamics, Carly works from outside the platform, so you never have to open the Dynamics interface.
Can AI simplify Dynamics 365 data entry?
Yes. With Carly, you describe what happened in plain language — "move Contoso to Proposal stage, value $120K" — and she translates that into the right entity updates in Dynamics 365. No navigating forms or clicking through tabs.
How is Carly different from Copilot for Dynamics 365?
Copilot works inside the Dynamics 365 interface to help with tasks while you're in the app. Carly works outside — she's an assistant you email or text. You can update the CRM from your inbox, phone, or any device without opening Dynamics.
Does Carly work with custom entities in Dynamics 365?
Yes. Carly reads your Dynamics 365 environment's entity definitions, including custom entities and fields. She maps your instructions to the right attributes automatically.
Can Carly pull pipeline reports from Dynamics 365?
Yes. Ask Carly for a pipeline summary and she'll query Dynamics 365 for your open opportunities with stages, values, and close dates. She sends the summary by email so you don't need to build a report in the app.
Does Carly support Dynamics 365 Sales and Customer Service?
Yes. Carly works with Dynamics 365 Sales, Customer Service, and custom entities. She can manage leads, opportunities, cases, contacts, accounts, and activities across modules.
Ready to automate your busywork?
Carly schedules, researches, and briefs you—so you can focus on what matters.
Get Carly Today →Or try our Free Group Scheduling Tool or Free Booking Page