How do I add a new contact to Microsoft Dynamics?

You can add a new contact by providing basic details like first name, last name, email address, and optionally their phone number and company. Example Prompt: 'Please add a new contact for Jane Doe with email jane.doe@example.com.'

How can I update contact information in Microsoft Dynamics?

Yes, you can update a contact's details by providing the new information. Example Prompt: 'Update the contact's phone number to 123-456-7890 for John Doe.'

How can I track my deals in Microsoft Dynamics?

You can monitor deals by specifying the criteria such as deal name, value, or stage. Example Prompt: 'Show me all deals in the Negotiation stage.'

How do I create a new deal in Microsoft Dynamics?

To create a deal, provide details like deal name, value, and expected close date. Example Prompt: 'Create a new deal named ABC Corp Expansion with a value of $100,000.'

How can I automate task management in Microsoft Dynamics?

You can automate tasks like creating new tasks, setting due dates, and tracking progress. Example Prompt: 'Create a task to follow up with XYZ Corp next week.'

Can I manage notes in Microsoft Dynamics?

Yes, you can add notes to contacts, deals, or tasks. Example Prompt: 'Add a note to the deal ABC Corp Expansion mentioning the latest updates.'

How does Kong.ai handle task automation in Dynamics 365?

The AI agent automates task creation, updates, and status tracking based on predefined criteria or user input. Example Prompt: 'Create a task to send a proposal to Client A by next Monday.'

How do I filter contacts or deals in Microsoft Dynamics?

You can filter contacts or deals based on attributes like location, industry, or status. Example Prompt: 'Show me all deals in the pipeline from the healthcare sector.'

How can I track task progress in Microsoft Dynamics?

You can track task progress by filtering tasks by status, priority, or due date. Example Prompt: 'Show me all pending tasks due this week.'

How can I integrate automation with cadences in Dynamics 365?

You can link tasks to predefined cadences for better workflow automation. Example Prompt: 'Add a follow-up email task to the cadence for Client B.'

Hi, I'm your Dynamics Super Agent,

Name: Dynamics Super Agent
Brand: Kong.ai
Price: 99 USD

Enhancing Your CRM Operations Effortlessly!

I specialize in enhancing Microsoft Dynamics 365 operations by automating lead management, contact management, deal tracking, task handling, and more. Let’s streamline your CRM processes for improved efficiency and create seamless experiences for your customers!

Ways I’ll Accelerate Your Dynamics 365 Performance

Lead Management

Managing leads effectively is crucial for any sales team. I’ll help you automate lead creation, updates, and retrieval to keep your pipeline full and your team focused on closing deals.

Create and Update Leads

Automate new lead creation and updates using voice or chat commands.
Retrieve Leads

Access leads by name, email, phone number, or company name efficiently.

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Enhance your productivity and streamline your Dynamics 365 CRM operations with Kong.ai’s AI Agent. Experience seamless automation and focus on building stronger customer relationships.

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How It Works

Data Collection

I gather data from your Dynamics 365 CRM, including lead details, contact information, deal data, tasks, and notes.
Task Automation

Using advanced machine learning algorithms, I automate tasks such as creating contacts, updating records, retrieving information, and managing associations based on voice or chat instructions.
Continuous Learning

I continuously learn from each interaction, improving my efficiency and accuracy over time to better assist in managing your Dynamics 365 CRM.

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Kong.ai enhances business operations through AI-driven solutions like conversational bots and virtual agents. It simplifies workflows and improves customer engagement.

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Hi, I'm your Dynamics Super Agent,

Lead Management

Create and Update Leads

Retrieve Leads

Contact Management

Create and Update Contacts

Retrieve Contacts

Deal Tracking

Create and Update Opportunities

Retrieve Deals

Task Management

Assign and Manage Tasks

Retrieve Tasks

Note Management

Create and Update Notes

Retrieve Notes

Lead Conversion

Convert Leads

Comprehensive Lead Conversion

Account Management

Retrieve Accounts

Manage Account Associations

Comprehensive Search

Search Data

Retrieve Detailed Data

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