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CRM

Connect Dynamics 365 to Sortment

Connect Dynamics 365 to Sortment so its AI agents can use 16 Dynamics 365 actions in your lifecycle programs, from audiences and campaigns to reporting.

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Actions
16
Triggers
—
Authentication
OAuth2
Category
CRM

What Sortment's agents can do in Dynamics 365

16 actions.

  • Create Account
  • Create Case
  • Create Contact
  • Create Invoice
  • Create Lead
  • Create Opportunity
  • Create Sales Order
  • Dynamicscrm get a invoice
  • Dynamicscrm get a lead
  • Dynamicscrm get all leads
  • Update Case
  • Update Invoice
  • Update Lead
  • Update Opportunity
  • Update Sales Order
  • Get all invoices action

How it works

  1. 1

    Connect

    Connect it in Settings › Connectors. Most tools take one click to authorise.

  2. 2

    Put agents to work

    Strategy, Content and Analyst AI can read from it and act in it as part of your lifecycle programs.

  3. 3

    Approve and measure

    You review every change before it goes live, and Sortment measures the lift.

Related integrations

All integrations

See Sortment work with Dynamics 365.

Book a 30-minute call. We'll walk you through Sortment with your goals, your data and your stack in mind.

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No migration · Works alongside your existing stack