AI agents for Microsoft Dynamics 365 Sales, built and run for your team
AmpliLoop builds and runs AI agents in Microsoft Dynamics 365 Sales. They prepare reps for meetings, write call notes into opportunities, keep records clean and send leaders a weekly brief, with alerts and briefs in Microsoft Teams and Outlook where your team already works. They run alongside Copilot in Dynamics 365. Your team approves anything customer-facing.
- Connects through
- The Dataverse Web API, through an app registration in Microsoft Entra ID.
- Approvals in
- Email or the AmpliLoop app. Briefs and alerts can arrive in Microsoft Teams.
- Works alongside
- Copilot in Dynamics 365 Sales, Power Automate flows and the solutions you already run.
- Access
- An application user in Dataverse with a security role limited to the tables and columns each agent needs.
Agents to start with in Microsoft Dynamics 365
- Meeting prepBriefs each rep before every call from CRM, email and call history.
- Call notesWrites the call summary and next steps into the CRM.
- Pipeline reviewerScores every open deal against your qualification method, twice a week.
- CRM janitorMerges duplicates and fills missing fields every night.
- Health watchFlags accounts whose usage or sentiment is slipping.
- Weekly revenue briefSends leaders a one-page brief every Monday morning.
Copilot and AmpliLoop
Copilot in Dynamics 365 Sales helps reps summarise records and draft emails while they work. AmpliLoop agents run in the background on schedules and triggers: they check every opportunity, clean data overnight and send briefs before anyone asks. You can use both.
Built for teams that work in Outlook and Teams
If your team lives in Outlook and Teams, the agents meet them there: meeting briefs before calendar events, alerts in a Teams channel and drafts in Outlook. Where a Power Automate flow already does part of a job, the agent starts it or reads its output instead of rebuilding it.
How we get started
- We map your Dynamics 365 environment in the free blueprint: tables, columns, business process flows and Power Automate flows.
- You approve the first agents, and your admin registers an app in Microsoft Entra ID with a security role limited to what they need.
- We build and test the agents in a sandbox environment before they touch production.
- Your first agents go live in about 15 days, and your operator watches and tunes them every week.
Questions about Microsoft Dynamics 365
Do you work with on-premises Dynamics?
We work with Dynamics 365 Sales in the cloud. For on-premises versions, we check during the blueprint what the API allows before we promise anything.
Can agents use our Power Automate flows?
Yes. Where a flow already does part of the job, the agent starts it or reads its output instead of rebuilding it.
Do you train AI models on our CRM data?
No. Your data stays in your CRM, agents can reach only what their job needs, and you can export or delete anything an agent created.
Other CRMs we work in
- HubSpotAgents inside your HubSpot portal, working alongside Breeze. The AmpliLoop app has a built-in HubSpot connection.
- SalesforceAgents that work with your objects, flows and validation rules, alongside Agentforce if you use it.
- PipedriveAgents that keep every deal moving to its next activity, plus research, enrichment and follow-ups.
- Zoho CRMAgents in Zoho CRM that work alongside Zia and the other Zoho apps you use.
- CloseAgents for teams that live on the phone: research before the dial, notes after it, and next steps in between.
- AttioAgents that read and write your own Attio objects, attributes and lists.
- Custom CRMBuilt your own CRM? Agents connect through your API, a database replica or your data warehouse.
What should your team stop doing by hand?
Tell us in a line or two. We'll send a free plan of where agents fit and what to build first, within 5 business days.