Dynamics 365

Supercharge Your Sales Pipeline with Assista and Dynamics 365

Your customer data is in Dynamics 365, but leads and updates happen everywhere, in emails, on spreadsheets, and after client calls. Connecting your Dynamics 365 account to Assista bridges that gap. Automate the manual data entry that slows down your sales team.

With simple, natural language commands, you can create and update leads, contacts, and opportunities from any source, ensuring your CRM is always accurate and your team can focus on selling, not on admin.

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Key Actions

These are the core actions Assista can perform with your Dynamics 365 account, giving you the building blocks to create powerful automations. With a total of 16 actions available, you can manage your entire sales and customer lifecycle.

• Create Lead: Automatically generate new lead records from sources like emails or forms.
• Create Contact: Instantly create new contact records in your CRM database.
• Create Opportunity: Automatically create new sales opportunities and associate them with the correct contacts and accounts.
• Update Lead: Modify the status, owner, or other properties of a lead record as it moves through your sales funnel.
• Get Leads: Retrieve a list of all leads based on specific criteria for reporting or to use in other workflows.

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Begin using Dynamics 365 templates today to unlock more from your business tools and reduce manual effort!