Microsoft Dynamics 365, ready to run.
The Microsoft Dynamics 365 integration runs operations against the accounts, contacts and cases in your Dynamics environment. Floowed reads the records behind a case, checks them against your rules, and writes the outcome back to Dataverse.
What it does.
What Floowed reads from Microsoft Dynamics 365
- Accounts and contacts, with custom columns
- Opportunities and their stage
- Service cases, where you use Customer Service
- Notes and attachments on the timeline
What it writes back
- Column values recording the outcome and its date
- A note on the record's timeline with the reasoning
- A task or activity for the owner when a person must act
- A new account or contact, once onboarding clears
Dynamics 365 runs on Dataverse, so Floowed works with tables and columns under the security roles you assign to its application user. Give that user a role limited to the tables the operation touches, and outcomes land where your existing views and reports already look.
How it connects.
- 1
Connect Microsoft Dynamics 365
Using OAuth, approved by an admin. Nothing migrates and nothing is replaced.
- 2
Build your operation
Describe it in Slack, Teams or the Floowed Dashboard. Floowed builds it and asks only what it can’t work out.
- 3
Let it run
Every case runs from request to outcome, the same way each time, with the reasons on record. Anything sensitive waits for a person.
Questions
Does Floowed integrate with Microsoft Dynamics 365?
Yes. It connects through Microsoft Entra ID with OAuth, approved by an admin, as an application user in your environment.
What can Floowed do in Microsoft Dynamics 365?
It reads accounts, contacts, opportunities and service cases, then updates columns, adds timeline notes, creates tasks and creates records once a case clears.
Is my Microsoft Dynamics 365 data secure?
Floowed only gets the access it needs in Microsoft Dynamics 365, never stores a password, and logs every read and write with the reason.
What does the Microsoft Dynamics 365 integration cost?
Nothing extra. Integrations are included in every plan, and you only pay for the work your operations do.
Start with Microsoft Dynamics 365. Add the rest.
Free to try, no card, no sales call. Your first $80 of credits is on us.