Microsoft Dynamics 365
Connects to Dynamics 365 Finance and Business Central so the same agents that close the books also see the customer record on the CRM side without a second sync.
Try Microsoft Dynamics 365 in Ceven
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Standard
Why use Ceven?
AI native Microsoft Dynamics 365 integration
- Describe the outcome and Ceven picks the right Microsoft Dynamics 365 calls, fills the parameters, and checks the result.
- Structured, agent friendly tool schemas so each call runs reliably instead of by guesswork.
- Rich coverage for reading, writing, and querying your Microsoft Dynamics 365 data, across its full set of actions.
Managed auth
- Built in OAuth with automatic token refresh and rotation.
- One place to manage, scope, and revoke Microsoft Dynamics 365 access.
- Per user and per environment credentials instead of shared keys.
Agent optimized design
- Actions are tuned from real success and error rates so reliability climbs over time.
- Full execution logs so you always know what ran in Microsoft Dynamics 365, when, and on whose behalf.
- The agent pauses and asks when Microsoft Dynamics 365 is unclear instead of plowing ahead.
Enterprise grade security
- Fine grained access so you control which agents and people can reach Microsoft Dynamics 365.
- Least privilege by default, read scopes first and only the writes a workflow needs.
- A full audit trail of every Microsoft Dynamics 365 action to support review and sign off.
Supported tools
Every action Ceven's agents can run on Microsoft Dynamics 365, and when to use it.
List Microsoft Dynamics 365 records
Pull recent Microsoft Dynamics 365 items filtered by status, owner, or date. Usually the first call in a read or report workflow.
Get Microsoft Dynamics 365 record
Fetch a single Microsoft Dynamics 365 record with its full detail and related fields by id, loaded into context before the agent acts.
Create Microsoft Dynamics 365 record
Add a new item in Microsoft Dynamics 365 from a request, a form, or an event in another connected tool.
Update Microsoft Dynamics 365 record
Edit fields on an existing Microsoft Dynamics 365 record for status changes, reassignments, or corrections.
Search Microsoft Dynamics 365
Query Microsoft Dynamics 365 by keyword or field to find a record, dedupe before a create, or pull a matching set.
Microsoft Dynamics 365 webhook events
React to changes in Microsoft Dynamics 365 the moment they happen, routing each event into the right workflow.
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Frequently asked questions
Related integrations
Try Ceven on your stack
Plug Ceven on top of the tools you already run. Connect Microsoft Dynamics 365 and the rest of your stack, describe the outcome, and its agents handle the work end to end, days of it in minutes.
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