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MS Dynamics
This SDR agent assists with managing leads, contacts, deals, tasks, and notes using Microsoft Dynamics 365. It enhances efficiency, allowing you to focus on nurturing customer relationships and driving sales. We provide services for creating, updating, and retrieving leads, contacts, deals, tasks, and notes by multiple criteria.
Creates a new lead in Microsoft Dynamics 365 using the provided input data.
Updates an existing lead in Microsoft Dynamics 365 using the provided input data.
Retrieves all leads from Microsoft Dynamics 365 with limit and offset..
Retrieves leads from Dynamics 365 based on name.
Retrieves leads from Dynamics 365 based on email.
Retrieves leads from Dynamics 365 based on phone number.
Retrieves leads from Dynamics 365 based on company name.
Creates a new contact in Microsoft Dynamics 365 using the provided input data.
Updates an existing contact in Microsoft Dynamics 365 using the provided input data.
Retrieves all contacts from Microsoft Dynamics 365 with limit and offset.
Retrieves contacts from Dynamics 365 based on name.
Retrieves contacts from Dynamics 365 based on email.
Retrieves contacts from Dynamics 365 based on phone number.
Retrieves contacts from Dynamics 365 based on company.
Converts a lead to a contact, searches or creates an account, links the contact to the account,
creates a deal (opportunity), and links the contact to the deal in Dynamics 365.
Create a task and associate it with a lead in Dynamics 365.
Create a task and associate it with a contact in Dynamics 365.
Create a task and associate it with an opportunity (deal) in Dynamics 365.
Update an existing task for a contact, lead, or opportunity in Dynamics 365.
Retrieves tasks based on criteria for a contact, lead, or deal.
Create a new note and associate it with a contact, lead, or opportunity in Dynamics 365.
Update an existing note for a contact, lead, or opportunity in Dynamics 365.
Retrieves notes based on criteria for a contact, lead, or opportunity (deal).
Create a new opportunity (deal) in Dynamics 365 and associate it with a contact and account.
Update an existing opportunity (deal) in Dynamics 365.
Retrieve all opportunities (deals) from Dynamics 365 with limit and offset.
Retrieves deals (opportunities) based on criteria for a contact or account.
