Integrations · sales and crm
ElectroNeek + Microsoft Dynamics CRM
Customer relationship management software package developed by Microsoft. Ships with 5 ready actions — usable in agent workflows without code.
What agents can do with Microsoft Dynamics CRM
Actions · 5
Create Record
Creates a new record.
Delete Record
Deletes an existing record.
Get Record
Retrieves an existing record.
Update Record
Updates an existing record.
Custom API Call
Make a custom API call to a specific endpoint
How Microsoft Dynamics CRM fits an agent workflow
01
Trigger or read
An agent starts from a Microsoft Dynamics CRM event or reads Microsoft Dynamics CRM data as part of a broader workflow.
02
Decide with AI
The agent classifies, matches, or drafts — with your guardrails and human approvals where it matters.
03
Act across systems
Results post back to Microsoft Dynamics CRM and to the rest of your stack — ERP, spreadsheets, email — in one run.