Find and manage employee records and request time off in SAP SuccessFactors.

_Powered by Zapier._

### What is SAP SuccessFactors?

SAP SuccessFactors is SAP's cloud HR suite for large organizations, covering employee records, recruiting, onboarding, performance, learning, compensation and time off. This connection lets Fabric's assistant find and update SuccessFactors records, in plain language.

### What Fabric's assistant can do with SAP SuccessFactors

Once SAP SuccessFactors is connected, Fabric's [AI assistant](https://fabric.so/features/ai-assistant) can work in SuccessFactors from a simple request.

**Find employees and records.** Find Employee looks someone up, Find Records searches any entity, and Advanced OData Query runs a detailed query.

**Request time off.** Create Time-Off Request submits a request.

**Manage records.** The assistant can create, update, upsert and delete records in the entities your account can access.

### You stay in control

The assistant works from your instructions, and it confirms with you before creating, updating or deleting records, unless you've told it not to for a particular task. Finding records never changes anything.

When a job should run regularly, a [Fabric AI job](https://fabric.so/features/agents) can run on a schedule. The connection also includes the events New Job Application, New Record and Updated Record, which can start an automation.

### Search your HR records from Fabric

Connecting SAP SuccessFactors also adds keyword search over its records from Fabric's main search.

### How people use it

**[People teams](https://fabric.so/teams/people-ops)** look up an employee's details.

**Employees** submit a time off request from Fabric.

**HR operations** update records in bulk with upserts.

### Frequently asked questions

**What does the SAP SuccessFactors connection do?**

It lets Fabric's assistant find employees and records, run OData queries, request time off, and create, update, upsert and delete records, and it adds keyword search in Fabric.

**Can I look up an employee with AI?**

Yes. Find Employee returns their record.

**Can it request time off?**

Yes. Create Time-Off Request submits it.

**Can it update records?**

Yes. Update Record changes a record, after you confirm.

**What happens when someone applies for a job?**

New Job Application is an event in the connection, and it can start an automation.

**Does the assistant change records on its own?**

No. It acts on your instructions.

**Is my data secure?**

Everything in Fabric is encrypted in transit and at rest, and the connection acts with your SuccessFactors permissions. See the [privacy and security guide](https://fabric.so/features/private-and-secure).

**Does Fabric work with other workplace tools?**

Yes. You can also connect [Microsoft Teams](https://fabric.so/marketplace/connections/microsoft-teams/egL082KM) and [Slack](https://fabric.so/marketplace/connections/slack/89at81Ak).

Use SAP SuccessFactors with AI: find employees and records, run OData queries, request time off and update records with Fabric's assistant. Try Fabric free.

SAP SuccessFactors

Find, create and update ServiceNow records and attach files.

_Powered by Zapier._

### What is ServiceNow?

ServiceNow is a platform for IT service management and enterprise workflows, where incidents, requests, changes and many other record types live in tables. Finding records, updating them and attaching the right files takes much of a service team's day. This connection lets Fabric's assistant do that for you, in plain language.

### What Fabric's assistant can do with ServiceNow

Once ServiceNow is connected, Fabric's [AI assistant](https://fabric.so/features/ai-assistant) can work with your instance from a simple request.

**Find records and files.** Find Record looks up a record in any table you have access to, such as an incident or a request, and Find File finds an attachment. Ask for the open incidents assigned to your group and get the details back in Fabric.

**Create and update records.** Create Record and Find or Create Record add records without duplicates, and Update Record changes state, assignment or any other field.

**Attach files.** Attach a File to a Record adds a document, log or screenshot to the record it belongs to. API Request (Beta) reaches the ServiceNow API for anything else.

### You stay in control

The assistant works from your instructions, and it confirms with you before creating or changing records, unless you've told it not to for a particular task. Finding records never changes anything.

When a job should run regularly, a [Fabric AI job](https://fabric.so/features/agents) can run on a schedule, such as a morning summary of high priority incidents. The connection also includes the events New Record and Updated Record, which can start an automation.

### Search your records from Fabric

Connecting ServiceNow also adds keyword search over your ServiceNow records from Fabric's main search.

### How people use it

**IT support teams** look up an incident and update it with the fix from a runbook in Fabric.

**[Customer service teams](https://fabric.so/for/customer-service)** open records from escalations sent by email.

**Engineering managers** attach a postmortem doc to the incident it covers.

**[People ops teams](https://fabric.so/teams/people-ops)** log onboarding requests as records in the right table.

### Frequently asked questions

**What does the ServiceNow connection do?**

It lets Fabric's assistant find, create and update records in any table you can access, find files and attach them to records, and it adds keyword search over ServiceNow in Fabric.

**Can I create a ServiceNow incident with AI?**

Yes. Give the assistant the details and Create Record adds it to the incident table.

**Can it update an incident?**

Yes. Update Record changes state, priority, assignment or other fields, after you confirm.

**Does it work with tables other than incidents?**

Yes. Find, create and update work with any table your account can access.

**Can it attach files?**

Yes. Attach a File to a Record adds a file to a record.

**Does the assistant change records on its own?**

No. It acts on your instructions.

**Is my data secure?**

Everything in Fabric is encrypted in transit and at rest, and the connection acts on your instance with your authorization. See the [privacy and security guide](https://fabric.so/features/private-and-secure).

**Does Fabric work with other service tools?**

Yes. You can also connect [Slack](https://fabric.so/marketplace/connections/slack/89at81Ak), [Microsoft Teams](https://fabric.so/marketplace/connections/microsoft-teams/egL082KM) and [Linear](https://fabric.so/marketplace/connections/linear/4ypOE5pi).

Use ServiceNow with AI: find, create and update incidents and other records and attach files with Fabric's assistant. Try Fabric free.

ServiceNow

Find, add and move candidates and add feedback in Workable.

_Powered by Zapier._

### What is Workable?

Workable is recruiting software for posting jobs, sourcing and tracking candidates, and running a hiring pipeline with your team. Recruiters spend much of the day adding candidates, moving them through stages and leaving feedback. This connection lets Fabric's assistant handle that for you, in plain language.

### What Fabric's assistant can do with Workable

Once Workable is connected, Fabric's [AI assistant](https://fabric.so/features/ai-assistant) can work your pipeline from a simple request.

**Find candidates and jobs.** Find Candidate, Find Candidate in Job and Find Job look things up, so you can ask where a candidate stands before an interview.

**Add candidates.** Create Candidate and Find or Create Candidate add people to a job without duplicates, such as a referral sent by email.

**Move and note.** Move Candidate Stage advances a candidate, Add Comment Candidate records interview feedback, and Add Tag to Candidate labels them.

**Open roles.** Create Requisition starts a request for a new role.

### You stay in control

The assistant works from your instructions, and it confirms with you before adding candidates or moving stages, unless you've told it not to for a particular task. Looking candidates up never changes anything.

When a job should run regularly, a [Fabric AI job](https://fabric.so/features/agents) can run on a schedule, such as a Monday summary of candidates in each stage. The connection also includes the events New Candidate, Updated Candidate Stage and New Disqualified Candidate, which can start an automation.

### Search your candidates from Fabric

Connecting Workable also adds keyword search over your Workable records from Fabric's main search.

### How people use it

**Recruiters** add candidates from a sourcing list.

**Hiring managers** leave feedback after an interview from their notes in Fabric.

**[People ops teams](https://fabric.so/teams/people-ops)** open a requisition for a new role.

**[Founders](https://fabric.so/for/founders)** move a candidate to offer after the final round.

### Frequently asked questions

**What does the Workable connection do?**

It lets Fabric's assistant find candidates and jobs, add candidates, move them between stages, add comments and tags, and create requisitions, and it adds keyword search over Workable in Fabric.

**Can I add candidates to Workable with AI?**

Yes. Share the details or a resume and the assistant adds them to the job, after you confirm.

**Can it move a candidate to the next stage?**

Yes. Move Candidate Stage moves them.

**Can it add interview feedback?**

Yes. Add Comment Candidate adds a comment.

**Can it post a job?**

Create Requisition starts a request for a role. Job posts are published in Workable.

**What happens when a candidate applies?**

New Candidate is an event in the connection, and it can start an automation, such as notifying the hiring manager.

**Is my data secure?**

Everything in Fabric is encrypted in transit and at rest, and the connection acts on your account with your authorization. See the [privacy and security guide](https://fabric.so/features/private-and-secure).

**Does Fabric work with other hiring tools?**

Yes. You can also connect [Slack](https://fabric.so/marketplace/connections/slack/89at81Ak), [Google Calendar](https://fabric.so/marketplace/connections/google-calendar/Mu9ZrBib) and [Gmail](https://fabric.so/marketplace/connections/gmail/nA96VxNL).

Run Workable hiring with AI: find and add candidates, move stages, add feedback and open requisitions with Fabric's assistant. Try Fabric free.

Workable

Find workers and records, handle hiring, time off, approvals and supplier records in Workday.

_Powered by Zapier._

### What is Workday?

Workday is enterprise software for human resources, payroll and finance, used to manage workers, hiring, time off, compensation, suppliers and invoices. Finding the right record and completing routine steps can take many clicks. This connection lets Fabric's assistant do much of it for you, in plain language.

### What Fabric's assistant can do with Workday

Once Workday is connected, Fabric's [AI assistant](https://fabric.so/features/ai-assistant) can work with Workday from a simple request.

**Find people and records.** Find Worker by Email, Get Worker Documents and Find Records look up workers and data, and Run WQL Query runs a Workday Query Language query for reports.

**Hiring and workers.** Create Job Requisition, Create Position, Create Pre-Hire, Hire Employee and Contract Contingent Worker cover hiring. Change Job, Update Compensation and Submit Feedback for Worker handle changes to existing workers.

**Time and tasks.** Create Time Off Request and Create Worker Time Block record time, and Approve Task completes an item in your inbox.

**Suppliers and payables.** Find Supplier, Find Supplier Invoice, Find Purchase Order and Find Supplier Payment look up finance records, and Update Supplier, Update Supplier Invoice and Create Supplier Credit Memo keep them current.

### You stay in control

The assistant works from your instructions, and it confirms with you before any hire, compensation change, approval or finance update, unless you've told it not to for a particular task. Looking things up never changes anything, and it acts within your Workday permissions.

When a job should run regularly, a [Fabric AI job](https://fabric.so/features/agents) can run on a schedule, such as a weekly summary of open requisitions. The connection also includes events, such as New Hire Created, Leave Request Submitted, Expense Report Submitted, New Inbox Task and Business Process Event Completed, which can start an automation.

### Search Workday from Fabric

Connecting Workday also adds keyword search over its records from Fabric's main search.

### How people use it

**[People ops teams](https://fabric.so/teams/people-ops)** open requisitions and create pre-hires from approved headcount plans.

**Managers** submit feedback for a team member from notes in Fabric.

**Finance teams** look up a supplier invoice before answering a vendor.

**Employees** request time off by asking the assistant.

### Frequently asked questions

**What does the Workday connection do?**

It lets Fabric's assistant find workers, records, suppliers, invoices, purchase orders and payments, run WQL queries, handle hiring and job changes, request time off, approve tasks and update supplier records, and it adds keyword search over Workday in Fabric.

**Can I request time off in Workday with AI?**

Yes. Tell the assistant the dates and Create Time Off Request submits it, after you confirm.

**Can it hire someone?**

Yes. Hire Employee and Create Pre-Hire start the hire, after you confirm.

**Can it approve tasks?**

Yes. Approve Task approves an inbox item, after you confirm.

**Can it run reports?**

Yes. Run WQL Query runs a query and returns the results.

**What happens when a leave request is submitted?**

Leave Request Submitted is an event in the connection, and it can start an automation, such as adding it to a team calendar.

**Is my data secure?**

Everything in Fabric is encrypted in transit and at rest, and the connection acts on your account with your authorization and permissions. See the [privacy and security guide](https://fabric.so/features/private-and-secure).

**Does Fabric work with other HR and finance tools?**

Yes. You can also connect [Slack](https://fabric.so/marketplace/connections/slack/89at81Ak) and [Microsoft Teams](https://fabric.so/marketplace/connections/microsoft-teams/egL082KM). See also the [onboarding use case](https://fabric.so/use-cases/onboarding).

Use Workday with AI: find workers and records, request time off, handle hiring, approve tasks and update supplier invoices with Fabric's assistant. Try Fabric free.

Workday

Find and update leads, people, companies and deals, add notes and manage sequences in Zendesk Sell.

_Powered by Zapier._

### What is Zendesk Sell?

Zendesk Sell is a sales CRM from Zendesk for managing leads, contacts, deals and pipelines, with built in email and calling. Keeping records current after every call and meeting is the routine work. This connection lets Fabric's assistant handle it for you, in plain language.

### What Fabric's assistant can do with Zendesk Sell

Once Zendesk Sell is connected, Fabric's [AI assistant](https://fabric.so/features/ai-assistant) can update your CRM from a simple request.

**Find records.** Find Lead, Find Person, Find Company, Find Deal and related lookups for stages, sources, products, sequences and users pull up what you need before a call.

**Add and update records.** Create and update actions cover leads, people, companies and deals, and the Find or Create actions avoid duplicates. Update Deal moves a deal to a new stage after a meeting.

**Notes and tasks.** Create Note logs what happened, and Create Task sets the next step. Notes from a call in Fabric can go to the right deal in one request.

**Sequences and products.** Create Sequence Enrollment adds someone to a sequence and Stop Sequence Enrollments stops it, and product actions keep the catalog current.

### You stay in control

The assistant works from your instructions, and it confirms with you before creating or changing records or enrolling people in sequences, unless you've told it not to for a particular task. Finding records never changes anything.

When a job should run regularly, a [Fabric AI job](https://fabric.so/features/agents) can run on a schedule, such as a Friday summary of deals that changed stage. The connection also includes events, such as New Lead, New Deal, Deal Enters New Stage, New Note and New Task, which can start an automation.

### Search your CRM from Fabric

Connecting Zendesk Sell also adds keyword search over your Zendesk Sell records from Fabric's main search.

### How people use it

**Account executives** log call notes to a deal and set a follow up task.

**SDRs** add leads from an event list without duplicates.

**[Sales teams](https://fabric.so/teams/sales)** keep account research in Fabric and push it into the CRM.

**[Founders](https://fabric.so/for/founders)** check a deal's stage before an investor update.

### Frequently asked questions

**What does the Zendesk Sell connection do?**

It lets Fabric's assistant find, create and update leads, people, companies, deals and products, add notes and tasks, and manage sequence enrollments, and it adds keyword search over Zendesk Sell in Fabric.

**Can I update Zendesk Sell with AI?**

Yes. Tell the assistant what changed and it updates the record, after you confirm.

**Can it log call notes?**

Yes. Create Note adds a note to the lead, person or deal.

**Can it move a deal to a new stage?**

Yes. Update Deal changes the stage.

**Can it add someone to a sequence?**

Yes. Create Sequence Enrollment enrolls them, and Stop Sequence Enrollments stops it.

**What happens when a deal changes stage?**

Deal Enters New Stage is an event in the connection, and it can start an automation, such as notifying your team.

**Is my data secure?**

Everything in Fabric is encrypted in transit and at rest, and the connection acts on your account with your authorization. See the [privacy and security guide](https://fabric.so/features/private-and-secure).

**Does Fabric work with other sales tools?**

Yes. You can also connect [HubSpot](https://fabric.so/marketplace/connections/hubspot/CCRDZvGi) and [Salesforce](https://fabric.so/marketplace/connections/salesforce/C4Zw7mRO). See also the [CRM use case](https://fabric.so/use-cases/crm).

Update Zendesk Sell with AI: find and update leads, contacts and deals, log notes and tasks and manage sequences with Fabric's assistant. Try Fabric free.

Zendesk Sell

Find invoices and create customers, estimates, invoices and items in Zoho Books.

_Powered by Zapier._

### What is Zoho Books?

Zoho Books is online accounting software from Zoho for small businesses, covering invoicing, estimates, expenses, inventory items and bank reconciliation. Creating invoices and keeping customers current takes regular time. This connection lets Fabric's assistant handle it for you, in plain language.

### What Fabric's assistant can do with Zoho Books

Once Zoho Books is connected, Fabric's [AI assistant](https://fabric.so/features/ai-assistant) can work in your books from a simple request.

**Find invoices.** Find Invoice looks up an invoice so you can check its status before following up with a customer.

**Bill customers.** Create Customer adds a customer, Create Estimate sends a quote, and Create Sales Invoice bills for the work. Details from a proposal in Fabric can become an estimate in one request.

**Manage items.** Create Item adds a product or service to your item list. API Request (Beta) reaches the Zoho Books API for anything else.

### You stay in control

The assistant works from your instructions, and it confirms with you before creating invoices, estimates or customers, unless you've told it not to for a particular task. Looking invoices up never changes anything.

When a job should run regularly, a [Fabric AI job](https://fabric.so/features/agents) can run on a schedule, such as a monthly invoice for a retainer client. The connection also includes events, such as New Sales Invoice, New Estimate, New Expense, New Customer and New Item, which can start an automation.

### Search your books from Fabric

Connecting Zoho Books also adds keyword search over your Zoho Books records from Fabric's main search.

### How people use it

**[Freelancers](https://fabric.so/for/freelancers)** invoice a client from their time notes.

**[Consultants](https://fabric.so/for/consultants)** send an estimate from a proposal.

**[Solopreneurs](https://fabric.so/for/solopreneurs)** check whether an invoice is still open.

**[Agency owners](https://fabric.so/for/agency-owners)** add a new client before the first invoice.

### Frequently asked questions

**What does the Zoho Books connection do?**

It lets Fabric's assistant find invoices and create customers, estimates, sales invoices and items, and it adds keyword search over Zoho Books in Fabric.

**Can I create an invoice in Zoho Books with AI?**

Yes. Give the assistant the customer and line items and Create Sales Invoice creates it, after you confirm.

**Can it send an estimate?**

Yes. Create Estimate creates one.

**Can it record expenses?**

Not with a dedicated action. New Expense is an event, and API Request (Beta) can reach the Zoho Books API.

**What happens when an invoice is created?**

New Sales Invoice is an event in the connection, and it can start an automation, such as logging it in a spreadsheet.

**Does the assistant change my books on its own?**

No. It acts on your instructions.

**Is my data secure?**

Everything in Fabric is encrypted in transit and at rest, and the connection acts on your account with your authorization. See the [privacy and security guide](https://fabric.so/features/private-and-secure).

**Does Fabric work with other finance tools?**

Yes. You can also connect [Zoho CRM](https://fabric.so/marketplace/connections/zoho-crm/Z1jjLR5h), [Stripe](https://fabric.so/marketplace/connections/stripe/PrOBUKWc) and [Google Sheets](https://fabric.so/marketplace/connections/google-sheets/vm2zoQgS).

Use Zoho Books with AI: find invoices and create customers, estimates and sales invoices with Fabric's assistant. Try Fabric free.

Zoho Books

Search, create and update Zoho Desk tickets, reply to customers and manage contacts.

_Powered by Zapier._

### What is Zoho Desk?

Zoho Desk is customer support software from Zoho, with multichannel ticketing, a knowledge base and automations for service teams. Finding tickets, replying and keeping contacts current takes much of the day. This connection lets Fabric's assistant do that for you, in plain language.

### What Fabric's assistant can do with Zoho Desk

Once Zoho Desk is connected, Fabric's [AI assistant](https://fabric.so/features/ai-assistant) can work your helpdesk from a simple request.

**Find tickets and customers.** Search Ticket finds tickets, and Find Contact and Find Account look up the customer, so you have context before replying.

**Work tickets.** Create Ticket opens a ticket, Update Ticket changes status, priority or owner, Add Comment adds an internal note, and Add Attachment adds a file. Send E-Mail Reply answers the customer, for example with a reply drafted from a doc in Fabric.

**Keep records current.** Create Contact, Update Contact, Find or Create Contact and Create Account manage customers. API Request (Beta) reaches the Zoho Desk API for anything else.

### You stay in control

The assistant works from your instructions, and it confirms with you before replying to customers or changing tickets, unless you've told it not to for a particular task. Searching never changes anything.

When a job should run regularly, a [Fabric AI job](https://fabric.so/features/agents) can run on a schedule, such as a morning summary of open high priority tickets. The connection also includes events, such as New Ticket, Updated Ticket, New Status Change, New Comment and New Message, which can start an automation.

### Search your helpdesk from Fabric

Connecting Zoho Desk also adds keyword search over your Zoho Desk records from Fabric's main search.

### How people use it

**[Customer service teams](https://fabric.so/for/customer-service)** draft a reply from a help doc and send it after review.

**Support leads** open tickets from escalations sent by email.

**Account managers** look up a customer's tickets before a call.

**[Founders](https://fabric.so/for/founders)** check what customers are asking about this week.

### Frequently asked questions

**What does the Zoho Desk connection do?**

It lets Fabric's assistant search tickets, find contacts and accounts, create and update tickets, add comments and attachments, send email replies and manage contacts and accounts, and it adds keyword search over Zoho Desk in Fabric.

**Can I reply to a Zoho Desk ticket with AI?**

Yes. The assistant drafts the reply and Send E-Mail Reply sends it, after you confirm.

**Can it create tickets?**

Yes. Create Ticket opens one with the details you give it.

**Can it add internal notes?**

Yes. Add Comment adds a comment to a ticket.

**What happens when a new ticket comes in?**

New Ticket is an event in the connection, and it can start an automation, such as posting it to your team chat.

**Does the assistant reply to customers on its own?**

No. It acts on your instructions.

**Is my data secure?**

Everything in Fabric is encrypted in transit and at rest, and the connection acts on your account with your authorization. See the [privacy and security guide](https://fabric.so/features/private-and-secure).

**Does Fabric work with other Zoho and support tools?**

Yes. You can also connect [Zoho CRM](https://fabric.so/marketplace/connections/zoho-crm/Z1jjLR5h), [Slack](https://fabric.so/marketplace/connections/slack/89at81Ak) and [Gmail](https://fabric.so/marketplace/connections/gmail/nA96VxNL).

Run Zoho Desk with AI: search and update tickets, send email replies, add comments and manage contacts with Fabric's assistant. Try Fabric free.

Zoho Desk

Search and enrich companies and contacts and read signals and news in ZoomInfo.

_Powered by Zapier._

### What is ZoomInfo?

ZoomInfo is a B2B data and go to market platform with company and contact data, org charts, technographics, intent signals and news. Sales and marketing teams use it to research accounts and find the right people. This connection lets Fabric's assistant run that research for you, in plain language.

### What Fabric's assistant can do with ZoomInfo

Once ZoomInfo is connected, Fabric's [AI assistant](https://fabric.so/features/ai-assistant) can research accounts from a simple request.

**Search companies and contacts.** Search Companies and Search for Contacts find accounts and people that match your criteria, and Find Lookalike Companies and Find Lookalike Contacts suggest similar ones.

**Enrich records.** Enrich Company, Enrich Contact, Enrich Company Technology, Enrich Corporate Hierarchy and Enrich Org Charts fill in firmographics, contact details, tech stack and structure. Reveal IP identifies the company behind an IP address.

**Read signals and news.** Account Summary, Get Signals, Search News and Search Scoops bring up what is happening at an account, so you can prepare a brief in Fabric before a call. API Request (Beta) reaches the ZoomInfo API for anything else.

### You stay in control

The assistant works from your instructions, and lookups use the credits on your ZoomInfo plan. Research never changes your CRM or ZoomInfo records.

When a job should run regularly, a [Fabric AI job](https://fabric.so/features/agents) can run on a schedule, such as a weekly brief on news and signals for your top accounts. The connection also includes the event New Intent, which can start an automation.

### Search ZoomInfo from Fabric

Connecting ZoomInfo also adds keyword search over its records from Fabric's main search.

### How people use it

**Account executives** prepare a brief with news, org chart and signals before a call.

**SDRs** find contacts at target accounts and lookalike companies.

**[Marketers](https://fabric.so/for/marketers)** enrich a list of companies for [market research](https://fabric.so/use-cases/market-research).

**[Founders](https://fabric.so/for/founders)** research an investor or partner company.

### Frequently asked questions

**What does the ZoomInfo connection do?**

It lets Fabric's assistant search companies and contacts, find lookalikes, enrich companies, contacts, technology, hierarchy and org charts, reveal companies from IPs, and read account summaries, signals, news and scoops, and it adds keyword search in Fabric.

**Can I research an account with AI?**

Yes. Ask about a company and the assistant pulls together data, news and signals from ZoomInfo.

**Can it find contacts at a company?**

Yes. Search for Contacts finds people by company, title and other criteria.

**Can it enrich a contact?**

Yes. Enrich Contact fills in the details ZoomInfo has.

**Does it use ZoomInfo credits?**

Yes. Lookups count against your ZoomInfo plan.

**What happens when there is new intent for an account?**

New Intent is an event in the connection, and it can start an automation, such as alerting the account owner.

**Is my data secure?**

Everything in Fabric is encrypted in transit and at rest, and the connection acts on your account with your authorization. See the [privacy and security guide](https://fabric.so/features/private-and-secure).

**Does Fabric work with other sales tools?**

Yes. You can also connect [Salesforce](https://fabric.so/marketplace/connections/salesforce/C4Zw7mRO), [HubSpot](https://fabric.so/marketplace/connections/hubspot/CCRDZvGi) and [Clay](https://fabric.so/marketplace/connections/clay/KUNOxFiz).

Research accounts with ZoomInfo and AI: search and enrich companies and contacts, find lookalikes and read signals and news with Fabric's assistant. Try Fabric free.

ZoomInfo

Find, create and update Dynamics 365 accounts, leads, opportunities, orders and cases.

_Powered by Zapier._

### What is Microsoft Dynamics 365 CRM?

Microsoft Dynamics 365 is Microsoft's business application suite, and its CRM apps, including Dynamics 365 Sales, manage leads, accounts, contacts, opportunities, orders, invoices and service cases. Keeping records current after every call and meeting is the routine work. This connection lets Fabric's assistant handle it for you, in plain language.

### What Fabric's assistant can do with Microsoft Dynamics 365 CRM

Once Dynamics 365 is connected, Fabric's [AI assistant](https://fabric.so/features/ai-assistant) can update your CRM from a simple request.

**Find records.** Find Account, Find Contact, Find Lead, Find Opportunity, Find Order, Find Invoice, Find Campaign and Find Custom Entity pull up what you need before a call.

**Create and update records.** Create and update actions cover accounts, contacts, leads, opportunities, orders, invoices, cases and custom entities, and the Find or Create actions avoid duplicates. Update Opportunity moves a deal forward after a meeting.

**Cases and campaigns.** Create Case/Incident and Update Case/Incident handle service cases, and Create Campaign and campaign response actions track marketing. API Request (Beta) reaches the Dynamics 365 API for anything else.

### You stay in control

The assistant works from your instructions, and it confirms with you before creating or changing records, unless you've told it not to for a particular task. Finding records never changes anything.

When a job should run regularly, a [Fabric AI job](https://fabric.so/features/agents) can run on a schedule, such as a weekly summary of opportunities that changed. The connection also includes events, such as New Lead, New Opportunity, Updated Opportunity, New Case/Incident and New Order, which can start an automation.

### Search your CRM from Fabric

Connecting Dynamics 365 also adds keyword search over your Dynamics 365 records from Fabric's main search.

### How people use it

**Account executives** log call notes and update the opportunity.

**[Sales teams](https://fabric.so/teams/sales)** add leads from an event without duplicates.

**[Customer service teams](https://fabric.so/for/customer-service)** open a case from a customer email.

**Sales ops** look up an order or invoice for a customer question.

### Frequently asked questions

**What does the Microsoft Dynamics 365 CRM connection do?**

It lets Fabric's assistant find, create and update accounts, contacts, leads, opportunities, orders, invoices, cases, campaigns and custom entities, and it adds keyword search over Dynamics 365 in Fabric.

**Does it work with Dynamics 365 Sales?**

Yes. It works with the CRM apps in Dynamics 365, including Sales.

**Can I update Dynamics 365 with AI?**

Yes. Tell the assistant what changed and it updates the record, after you confirm.

**Can it create a service case?**

Yes. Create Case/Incident opens one.

**Can it work with custom entities?**

Yes. There are find, create and update actions for custom entities.

**What happens when a new lead is created?**

New Lead is an event in the connection, and it can start an automation, such as notifying the owner.

**Is my data secure?**

Everything in Fabric is encrypted in transit and at rest, and the connection acts on your account with your authorization. See the [privacy and security guide](https://fabric.so/features/private-and-secure).

**Does Fabric work with other Microsoft and sales tools?**

Yes. You can also connect [Microsoft Outlook](https://fabric.so/marketplace/connections/microsoft-outlook/0n6rBJI7), [Microsoft Teams](https://fabric.so/marketplace/connections/microsoft-teams/egL082KM) and [Salesforce](https://fabric.so/marketplace/connections/salesforce/C4Zw7mRO). See also the [CRM use case](https://fabric.so/use-cases/crm).

Update Dynamics 365 with AI: find, create and update leads, accounts, opportunities, orders and cases with Fabric's assistant. Try Fabric free.