Microsoft Dynamics 365 CRM
Find, create and update Dynamics 365 accounts, leads, opportunities, orders and cases.
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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 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 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 add leads from an event without duplicates.
Customer service teams 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.
Does Fabric work with other Microsoft and sales tools?
Yes. You can also connect Microsoft Outlook, Microsoft Teams and Salesforce. See also the CRM use case.
What is Fabric?
Fabric is an AI workspace for your projects, ideas, and files.
Save anything – PDFs, images, links, notes, voice memos, videos – and search across all of it by meaning, not just keywords. Think visually on an infinite canvas, connect your tools like Gmail, Google Drive, Notion, and Figma, and work alongside a personal AI assistant that knows your work, remembers your context, and gets smarter the more you use it.
Available on web, iOS, Android, and desktop.
