Claude
Claude is an AI assistant for thinking through work, analyzing context, and creating clear, useful outputs.
Use Microsoft Dynamics 365 Sales
from Claude.
A simple connector that brings approved Microsoft Dynamics 365 Sales context into Claude, so you can prepare account briefs, draft follow-up messages, summarize pipeline context.
Installation and configuration in your environment included.
Microsoft Dynamics 365 Sales
Microsoft Dynamics 365 Sales is software for crm. This connector is shaped around how your team actually uses it.
✓ Prepare account briefs✓ Draft follow-up messages✓ Summarize pipeline context
We connect it to your system.
Your existing Microsoft Dynamics 365 Sales setup stays in place. After purchase, we install and configure the connector in your environment, connect it to Claude, and test it against your workflow before handoff.
- 1Review your implementation
We confirm your modules, workflows, fields, integrations, and access requirements.
- 2Install and configure
We set up the connector in your environment and map it to the approved Microsoft Dynamics 365 Sales data and actions.
- 3Connect and test
We connect the finished setup to Claude, test your priority use cases, and provide handoff notes.