Ask about your Dynamics 365 CRM, and update it in the same breath.
Find accounts, opportunities, cases, leads and contacts by name. Get the full picture on a deal — amount, close date, status, owner. List your open pipeline or your case queue. See the emails, calls, tasks and notes logged against any record.
Then keep it current: update an opportunity, create a case or a follow-up task, log a call you just made, or add a note to any record.
Each connection points at your own Dynamics 365 environment and signs in with your Microsoft account, so you see exactly the records your permissions already allow.
How this agent handles data
When you're interacting with this agent, it can see info in your apps and tabs to give you personalized help. Learn more
Security
Agents follow strict security protocols. They only connect to declared domains, never access your login details, and run in isolated environments. Permissions are granular—control who can view or act on data. Verified agents are human-reviewed for quality and support.
Restricted network requests
Superhuman ensures agents only connect to their specific domains.