Create Account
Creates a new account in Dynamics 365.
Tool
ify connects with Dynamics 365
ify is an AI support agent that seamlessly integrates with Dynamics 365 to understand customer context, use approved tools, and complete resolutions across your support stack.
Resolution flow
How ify uses Dynamics 365
The point is not another integration badge. ify uses Dynamics 365 as part of the work required to resolve a customer request, then carries the result back into the support conversation.
01
Read the request
ify understands what the customer needs and whether Dynamics 365 is the right system to check.
02
Pull live context
It looks up the relevant sales & crm context directly from Dynamics 365, not a stale copy.
03
Take the action
With 24 supported tools, ify can complete approved steps inside Dynamics 365.
04
Record the outcome
The customer gets a clear answer, and the support trail keeps what was checked, changed, and escalated.
Tools ify can use in Dynamics 365
ify calls these 24 tools inside Dynamics 365 to support your customers end-to-end — no ticket sits in a queue waiting on a manual lookup.
Update Account
Updates an existing account in Dynamics 365 by its ID.
Tool
Delete Account
Permanently deletes a account from Dynamics 365.
Tool
Get Account by ID
Gets a single account record from Dynamics 365.
Tool
Create Case
Creates a new case in Dynamics 365.
Tool
Update Case
Updates an existing case in Dynamics 365 by its ID.
Tool
Delete Case
Permanently deletes a case from Dynamics 365.
Tool
Get Case by ID
Gets a single case record from Dynamics 365.
Tool
Create Contact
Creates a new contact in Dynamics 365.
Tool
Resolution paths
Common outcomes from Dynamics 365
Each path starts with one customer need, uses the right Dynamics 365 tool, and ends with a verified answer or action inside the support conversation.
Path 01
Create Account
Creates a new account in Dynamics 365.
Uses Dynamics 365Verified outcome
Path 02
Update Account
Updates an existing account in Dynamics 365 by its ID.
Uses Dynamics 365Verified outcome
Path 03
Delete Account
Permanently deletes a account from Dynamics 365.
Uses Dynamics 365Verified outcome
Connected stack
Connect Dynamics 365 with your stack
Customer requests rarely live in one system. ify can use Dynamics 365alongside the apps your support team already checks to verify context, take action, and close the loop.
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Sales & CRMCommon questions about ify for Dynamics 365
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