Sales & Customer Support

Connect Dynamics 365 to Your AI Agents

Enable your Wkil agents to create leads, manage opportunities, and update cases through a secure Dynamics 365 integration.

Authentication: OAuth 2.0

Build with Dynamics 365

What you can do

Create leads, contacts, and opportunities
Update sales orders and cases
Generate invoices from CRM data

Available capabilities may vary by authentication and workspace configuration.

Actions supported by the connector

16 verified tools

Create Lead

Add a new sales lead record.

Create Opportunity

Add a new sales opportunity record.

Create Contact

Add a new contact record.

Update Case

Update the status or details of a support case.

Create Invoice

Create a new invoice record.

Create Sales Order

Create a new sales order record.

Create Account

Add a new account (company) record.

Update Lead

Change the details of an existing lead.

Update Opportunity

Change the details or stage of an existing opportunity.

View all verified tools (search)

Create AccountCreate CaseCreate ContactCreate InvoiceCreate LeadCreate OpportunityCreate Sales OrderDynamicscrm get a invoiceDynamicscrm get a leadDynamicscrm get all leadsUpdate CaseUpdate InvoiceUpdate LeadUpdate OpportunityUpdate Sales OrderGet all invoices action

Practical agent use cases

An agent creates a lead in Dynamics 365 from an inbound inquiry.
An agent updates a support case once a customer confirms their issue is resolved.

How it works with Wkil

1
Choose the integration
Add Dynamics 365 to your agent from inside the Wkil platform.
2
Grant the permissions it needs
Define precisely what the agent can access and perform.
3
Test, then run it
Test actions before they go live, with human approval where needed.

Permissions always stay in your control — you can scope access and require human approval before any sensitive action.

Related integrations

FAQ

Does this work with custom Dynamics entities?

Capabilities depend on the entities and fields exposed to the agent in your Dynamics 365 configuration.