ceven

Dynamics 365

Syncs every lead, account, and sales order into your automation layer to manage the customer lifecycle and automate invoice generation.

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Why use Ceven?

  1. AI native Dynamics 365 integration

    • Describe the outcome and Ceven picks the right 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 Dynamics 365 data, across all 16 of its actions.

  2. Managed auth

    • Built in OAuth with automatic token refresh and rotation.
    • One place to manage, scope, and revoke Dynamics 365 access.
    • Per user and per environment credentials instead of shared keys.

  3. 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 Dynamics 365, when, and on whose behalf.
    • The agent pauses and asks when Dynamics 365 is unclear instead of plowing ahead.

  4. Enterprise grade security

    • Fine grained access so you control which agents and people can reach Dynamics 365.
    • Least privilege by default, read scopes first and only the writes a workflow needs.
    • A full audit trail of every Dynamics 365 action to support review and sign off.

Supported tools

Every action Ceven's agents can run on Dynamics 365, and when to use it.

Get all invoices
Pull a full list of all invoices in the system. Use this for financial audits or monthly revenue summaries.
Create Account
Use this to establish a new company record in the CRM. Essential for onboarding new corporate clients.
Create Case
Open a new incident or support ticket. Use this when a customer reports an issue via an external channel.
Create Contact
Add a new individual person to a record. Use this to map specific stakeholders to an account.
Create Invoice
Generate a new billing record. Common path: triggering a bill after a sales order is marked as complete.
Create Lead
Inject a new potential customer into the pipeline. Use this for inbound marketing lead capture.
Create Opportunity
Create a deal record for a qualified lead. Use this to track potential revenue and close dates.
Create Sales Order
Draft a formal sales order record. Use this to lock in pricing and quantity before invoicing.
Get invoice
Pull the full details of a specific invoice by ID. Use this to check payment status or line items.
Get lead
Retrieve a specific lead record. Use this to check lead source or qualification status.
Get all leads
Pull every lead record in the system. Drives pipeline velocity reports and lead aging analysis.
Update Case
Change the status or priority of an existing incident. Use this to move a ticket to resolved.
Update Invoice
Modify billing details or mark an invoice as paid. Use this to reconcile payments.
Update Lead
Update lead contact info or qualification stage. Use this during the discovery phase of sales.
Update Opportunity
Change the deal value or probability of closing. Use this to keep the forecast accurate.
Update Sales Order
Adjust items or quantities on a sales order. Use this when a client changes their order scope.
Get all invoices action
Get all invoices action
Dynamicscrm get a invoice
Dynamicscrm get a invoice
Dynamicscrm get a lead
Dynamicscrm get a lead
Dynamicscrm get all leads
Dynamicscrm get all leads

20 actions · scroll to see them all

Frequently asked questions

Ceven uses OAuth 2.0 to connect to your Microsoft environment. When you start the connection process, you are redirected to the official Microsoft login portal where you enter your credentials and grant specific permissions to the Ceven app. Once you approve the access, Microsoft sends us an encrypted authorization code that we exchange for an access token and a refresh token. We never see or store your password. The refresh token allows the agent to maintain the connection without requiring you to log in every hour. You can manage these permissions or revoke access entirely through the Microsoft Entra ID portal or your account security settings at any time.
Yes, Ceven can interact with custom entities through the Web API. While our default actions cover the core CRM objects like leads, accounts, and opportunities, you can configure custom workflow steps to read or write to your specific business objects. You will need to provide the logical name of the entity and the specific attribute names you want the agent to manipulate. Once configured, the agent treats these custom tables with the same logic as standard entities, allowing you to pull custom data into your prompts or push updates from other SaaS tools into your proprietary Dynamics 365 data structures.
Microsoft imposes strict service protection limits on the Web API to prevent system overload. These limits vary based on your license tier and the number of users in your tenant. If the agent hits a 429 Too Many Requests error, Ceven implements an exponential backoff strategy. The agent will pause the workflow, wait for the duration specified in the Retry After header provided by Microsoft, and then attempt the request again. For high volume migrations or bulk updates, we recommend scheduling workflows during off peak hours to ensure your human users do not experience latency in the Dynamics 365 user interface while the agent is running.
Yes, Ceven can act on events within Dynamics 365 using webhooks or polling mechanisms. You can set up a trigger so that when a lead is marked as qualified or an opportunity reaches a certain stage, Ceven immediately kicks off a downstream workflow. For example, moving a deal to closed won can trigger the agent to create a project in your project management tool, send a welcome email to the client, and notify the finance team in Slack. This ensures that your CRM is not just a place where data sits but is the actual trigger for your business operations.
Ceven operates under the security context of the user who authorized the connection. This means the agent can only read, create, or update records that the connecting user has permission to access according to your Dynamics 365 security roles and business units. If a user has read only access to invoices, the agent will receive an access denied error if it attempts to use the update invoice action. We recommend using a dedicated service account with a finely tuned security role for organizational workflows to ensure the agent has exactly the permissions it needs without granting unnecessary administrative access to your entire database.
Ceven can significantly reduce duplicate records by running a search before any create action. You can build a workflow that first searches for an existing account or contact using an email address or company domain. If the agent finds a match, it can update the existing record instead of creating a new one. If multiple matches are found, the agent can flag the record for human review or use a set of logic rules to determine which record is the primary source of truth. This keeps your CRM clean and prevents the common issue of having five different lead records for the same prospective customer.
When pulling lists of leads or invoices, Ceven respects the pagination limits set by the Microsoft Web API. If a query returns thousands of records, the agent automatically follows the next link cursor to fetch the subsequent pages of data. However, to maintain performance and avoid hitting API timeouts, we recommend using filters in your prompts. Instead of asking for every lead ever created, ask for leads created in the last thirty days or leads assigned to a specific owner. This reduces the payload size and ensures the agent provides a response in a timely manner without timing out the connection.
Dynamics 365 uses a relational model where entities are linked via lookup fields. Ceven handles these by resolving the GUIDs required for the Web API. When you ask the agent to create a contact for a specific account, it first retrieves the account ID and then passes that ID into the accountid field of the contact record. This allows the agent to maintain the complex parent child relationships inherent in the Microsoft ecosystem. You do not need to manually provide IDs; you can simply use the name of the account or the email of the contact, and the agent will perform the necessary lookups to ensure the records are linked correctly.

Alternatives to Dynamics 365

Other tools that solve a similar problem. Ceven supports these too, so you can switch or run more than one at once.

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