Microsoft Dynamics 365
Manage records across Microsoft Dynamics 365 sales and service modules.
- カテゴリ
- CRM
- セットアップ
- 4ステップ
- 対応業務
- 2AIの役割
What ProhostAI can do with Microsoft Dynamics 365
Once Dynamics 365 is connected, ProhostAI works with sales and service records in plain language.
- Read
Query records
Ask about accounts, contacts, opportunities or cases.
“What is open on the Northgate account?”
- Read
Check case history
See what has already been raised and how it was resolved.
- Create & update
Log activity
Record meetings, calls and notes against the right record.
- Create & update
Update opportunities and cases
Advance an opportunity or update a case without opening the app.
Microsoft Dynamics 365 について
Enterprise records, updated in a sentence.
Operators standardised on Microsoft often run commercial relationships in Dynamics 365. Connect it and ProhostAI can read and update those records from wherever the work is happening.
続きを読む
Dynamics turns up in property businesses that are part of something larger — a group with a corporate IT function, a company that runs Microsoft end to end, an operator whose commercial team sells to businesses rather than individuals.
It is capable and correspondingly heavy. Getting to the right record involves navigation, and the people with the most to record — the ones out at properties and meetings — have the least patience for it.
Connecting Dynamics 365 shortens that path. Ask what is open on an account, log the meeting you just had, update the opportunity, all without changing context. Your entities, forms and business rules are untouched; what changes is the distance between the work and the record of it.
対応業務: 営業, サポート
Setup
Dynamics 365 connects through Microsoft OAuth against your tenant, and usually needs administrator consent.
Open ProhostAI and go to Settings → Connections.
Search for Microsoft Dynamics 365 and select Connect.
Sign in with your Microsoft account and approve the permissions, including admin consent if prompted.
Ask about one of your accounts to confirm the connection works.
Good to know
Most tenants require a one-time administrator consent before the connection completes.
ProhostAI operates as the connected user, so security roles and record-level access apply exactly as they do for that person.
Heavily customised environments benefit from being specific about which entity you mean.
An administrator can revoke the connection from the Microsoft 365 admin centre.
Microsoft Dynamics 365 についてのよくある質問
Do we need admin consent?
Usually yes. Microsoft requires a one-time administrator approval for third-party apps on business tenants.
Does it respect our security roles?
Yes. ProhostAI operates as the connected user, so security roles and record-level access apply exactly as they would for that person.
Will it work with our custom entities?
It works most reliably with the standard sales and service entities. In heavily customised environments, naming the entity you mean gives better results.
Does this replace Dynamics?
No. Dynamics stays the system of record; the connection removes the navigation between doing the work and recording it.
How do I disconnect Dynamics 365?
Open Settings → Connections in ProhostAI and disconnect it, or have an administrator remove the app from the Microsoft 365 admin centre.