Microsoft Dynamics 365 Sales AI Employee | Viktor
Microsoft Dynamics 365 Sales AI employee
Viktor is an AI employee that connects to Microsoft Dynamics 365 Sales and helps you track deals and customer relationships through a sales pipeline, running 11 Microsoft Dynamics 365 Sales actions for you like Get Account, Find Contact, and List Accounts. Ask in plain English from your workspace; Viktor does the work in Microsoft Dynamics 365 Sales and reports back. Viktor connects in one click via OAuth.
Free to start
No credit card
Works in Slack & Microsoft Teams
What is a Microsoft Dynamics 365 Sales AI agent?
A Microsoft Dynamics 365 Sales AI agent is an AI that connects to your Microsoft Dynamics 365 Sales account and completes work in it - it doesn't just answer questions about Microsoft Dynamics 365 Sales, it takes the actions. Viktor is an AI employee that works in Microsoft Dynamics 365 Sales on your behalf and delivers the finished result to your workspace.
Unlike workflow builders such as Zapier or Make, there is nothing to configure - no triggers to map, no workflows to maintain. You describe the outcome in plain English, and Viktor picks the right Microsoft Dynamics 365 Sales actions, chains them with the other 3,200+ tools it connects to, and asks for approval before anything sensitive runs.
About Microsoft Dynamics 365 Sales
Close more deals and increase seller efficiency with an AI-powered CRM solution.
You ask in your workspace
Describe what you need in plain English
Viktor picks the actions
Selects from 11 Microsoft Dynamics 365 Sales actions, chains them together
Runs in Microsoft Dynamics 365 Sales
Helps you track deals and customer relationships through a sales pipeline - your real data.
- Reports back
Delivers the finished result to your workspace
What can you ask Viktor to do in Microsoft Dynamics 365 Sales?
Messages you'd actually send. Paste one into your workspace, swap in your specifics, and Viktor takes it from there.
- “Update the Microsoft Dynamics 365 Sales deal I closed today and move it to won.”
— you, to@Viktor
- “Pull this week's pipeline from Microsoft Dynamics 365 Sales and post a summary to #sales every Friday.”
— you, to@Viktor
- “Find contacts in Microsoft Dynamics 365 Sales we haven't touched in 30 days and draft follow-ups.”
— you, to@Viktor
- “Cross-check Microsoft Dynamics 365 Sales against our billing records and flag deals that don't match.”
— you, to@Viktor
How does Viktor work with Microsoft Dynamics 365 Sales?
Step 1: Connect your stack
27 native integrations. 3,200+ tools via managed connectors. Most are one-click OAuth, some use API keys - Viktor handles auth and starts working. No webhooks, no Zapier zaps.
Step 2: Tell Viktor what you need
Message Viktor in Slack like you'd message a teammate. "Reconcile this month's invoices and flag anything weird." "Pause Meta campaigns above $40 CPA and move the budget to winners." Plain English, any tool.
Step 3: Viktor operates, you review
Viktor opens the tools, runs the work, and posts back what changed. Sensitive actions wait for your approval. Everything is logged. You stop doing the work and start reviewing it.
What can Viktor do in Microsoft Dynamics 365 Sales?
Ask in plain English from your workspace. Viktor picks the right Microsoft Dynamics 365 Sales actions, runs the work, and reports back. No workflows to build.
List Solution ID Options
Retrieves available options for the Solution ID field.List Appointment Category Options
Retrieves available options for the Category of appointment field.Update Appointment
Patch an appointment; only supplied fields are sent. Use List Appointment Categories for category values. and the appointment entity reference.Search Accounts
Search accounts by company name using contains(name, …).List Appointments
List appointments (full entity per row, ordered by scheduled start descending).List Appointment Categories
List Category of Appointment options for the custom attribute used by create/update appointment actions (loaded from metadata or distinct values on existing rows).List Accounts
List accounts with selected fields (accountid, name, phone, email, primary contact).Get Account
Retrieve a single account by GUID.Find Contact
Search for a contact by id, name, or using a custom filter.
Microsoft Dynamics 365 Sales integration FAQ
Does Viktor integrate with Microsoft Dynamics 365 Sales?
Yes. Microsoft Dynamics 365 Sales is one of the 3,200+ tools Viktor connects to, via a managed connector. Once connected, anyone on your team can put Viktor to work in Microsoft Dynamics 365 Sales from their workspace - no workflow builder, no code.