Dynamics 365
for LuumenAI
Dynamics 365 from Microsoft combines CRM, ERP, and productivity apps to streamline sales, marketing, customer service, and operations in one integrated platform
Operate Dynamics 365 from the same conversation as the hosts it runs on. Check jobs, queues, and interfaces without a second console; run diagnostic reports; and restart or update with the change previewed, approved, and logged.
The Dynamics 365 toolbox
16 tools: 4 read, 12 write. Reads answer instantly. Writes require approval by default. Everything is logged.
- ReadDynamicscrm get a invoiceDynamicscrm get a invoice
- ReadDynamicscrm get a leadDynamicscrm get a lead
- ReadDynamicscrm get all leadsDynamicscrm get all leads
- ReadGet all invoices actionGet all invoices action
- WriteCreate AccountCreates a new account entity record in Dynamics CRM using the Web API. Approval by default
- WriteCreate CaseCreates a new case (incident) entity record in Dynamics CRM using the Web API. Approval by default
- WriteCreate ContactCreates a new contact entity record in Dynamics CRM using the Web API. Approval by default
- WriteCreate InvoiceCreates a new invoice entity record in Dynamics CRM using the Web API. Approval by default
- WriteCreate LeadCreates a new lead entity record in Dynamics CRM using the Web API. Approval by default
- WriteCreate OpportunityCreates a new opportunity entity record in Dynamics CRM using the Web API. Approval by default
- WriteCreate Sales OrderCreates a new sales order entity record in Dynamics CRM using the Web API. Approval by default
- WriteUpdate CaseUpdates an existing case (incident) entity record in Dynamics CRM using the Web API. Approval by default
- WriteUpdate InvoiceUpdates an existing invoice entity record in Dynamics CRM using the Web API. Approval by default
- WriteUpdate LeadUpdates an existing lead entity record in Dynamics CRM using the Web API. Approval by default
- WriteUpdate OpportunityUpdates an existing opportunity entity record in Dynamics CRM using the Web API. Approval by default
- WriteUpdate Sales OrderUpdates an existing sales order entity record in Dynamics CRM using the Web API. Approval by default
Questions
Authorize once with OAuth 2.0. Luumen lists the scopes each action needs before you approve the connection, and credentials never appear in the chat.
Read actions answer immediately. Anything that writes — create account, create case, create contact, create invoice, and more — is shown as a plan and requires approval by default. Administrators configure that per tool, so you decide exactly which actions can ever run unattended.
You decide. Actions are granted per agent, skill, and team, and per environment — production is not staging. Read access can be broad while writes stay narrow.
Every call to Dynamics 365 — read or write, approved or declined — is recorded with the actor, the input, and the result, and can be linked to the ticket or change record.
Often connected alongside
All integrations
SAP BTPGateways, jobs, and subaccounts operated from one governed chat.
SalesforceRecords and integration jobs checked without a second console.
SAP S/4HANAJobs, queues, and records in SAP S/4HANA without a second console.
SAP SuccessFactorsJobs, queues, and records in SAP SuccessFactors without a second console.Put Dynamics 365 to work with Luumen
Connect in minutes. Every action scoped, approved, and audited from day one.