Your AI Agent Runs Dynamics 365 in the Chat

Capture leads, update deals, and look up records inside the chat. Boei's agentic AI calls the Dynamics 365 API on the fly and works across web chat, WhatsApp, email, and SMS.
✓Lead capture + tagging✓Update deals + records✓You pick which actions are on
Start Free Trial

Enterprise? Schedule a demo →

from 159 reviews

Dynamics 365 Capabilities

What Your AI Agent Can Do With Dynamics 365

Boei's agentic AI calls the Dynamics 365 API directly during conversations. No marketplace, no glue code. The agent figures out the right call, runs it live, and replies in the chat.

Capture a new lead

The agent collects qualifying info, then creates a contact and deal in Dynamics 365 with the full chat transcript attached.

I'm interested in your enterprise plan
Got it. I've added you to Dynamics 365 as 'Enterprise interest' and our sales team will reach out today.

Look up an existing record

Returning customers ask for status, the agent fetches the record from Dynamics 365 and replies with the answer.

What's the status of my account?
Looking it up in Dynamics 365... your account is active, last renewal was on Jan 15. Anything else?

Move a deal to the next stage

After verifying who's chatting, the agent updates deal stage, owner, or amount in Dynamics 365 from the conversation.

We're ready to sign, can you move us forward?
Done. I've moved your deal to 'Negotiation' in Dynamics 365 and pinged your account exec.

Tag and segment leads

The agent applies the right tags or list memberships in Dynamics 365 based on what the visitor says, so segmentation happens in real time.

I'm just researching for now
No problem. I've tagged you 'Researching' in Dynamics 365 so we send you the right resources, not pushy emails.

Need something else? Tell the AI in plain English. The agent figures out the right Dynamics 365 API call and runs it live.

Website Leads That Fit Into Your Microsoft Workflow

If your organization runs on Microsoft 365, Teams, and Outlook, adding yet another tool to your stack feels wrong. Boei does not ask you to change how you work. It sits on your website, captures leads through AI-powered conversations, and sends the data to Dynamics 365 where your team already manages relationships.

The integration uses webhooks. When Boei's AI agent finishes a conversation with a qualified visitor, it sends structured data to Dynamics 365 through Power Automate or Zapier. New lead records are created with contact details, conversation context, and any qualification data the AI collected. From there, your existing Dynamics 365 workflows take over: routing, assignment, follow-up tasks, the works.

For teams that have invested heavily in the Microsoft ecosystem, this is the simplest way to get an AI-powered chatbot on your website without introducing another silo. The data goes where your team already looks.

How It Works

From website chat to Dynamics 365 lead in minutes

1

AI Engages the Visitor

A prospect visits your website and starts chatting. Boei's AI agent answers questions about your products and services while collecting their information.
2

Data Gets Structured

The AI extracts name, email, company, and business needs from the conversation into structured fields ready for Dynamics 365.
3

Webhook Sends to Dynamics 365

Via Power Automate or Zapier, the webhook creates a lead record in Dynamics 365 with all captured data and a conversation summary.
4

Your Workflows Handle the Rest

Dynamics 365 business process flows, assignment rules, and follow-up tasks activate automatically. Your team sees the lead in their regular dashboard.

How Dynamics 365 Teams Use This

Lead Record Creation

Visitor asks about your B2B services. The AI collects company name, role, and requirements. A Dynamics 365 lead is created with all fields mapped, ready for your sales rep to qualify further.

Opportunity Management

When the AI identifies high intent, such as a visitor requesting a quote, it creates a Dynamics 365 opportunity with estimated revenue and the products they asked about.

Account Enrichment

Returning visitors share new information during follow-up chats. The webhook updates existing Dynamics 365 account records with fresh data, keeping your CRM current.

Activity Tracking

Each chat conversation is logged as an activity in Dynamics 365, tied to the contact record. Sales reps see the full interaction history when they open a lead.

Power Automate Triggers

New leads from Boei trigger Power Automate flows. Send a Teams notification to the rep, create a follow-up task in Planner, or send a confirmation email through Outlook.

Compliance-Friendly Capture

Boei collects consent during the conversation. The consent status is passed to Dynamics 365 so your compliance workflows know whether the contact has opted in.

What Gets Sent to Dynamics 365

Lead Record

Full name, email, phone, job title, and company name from the conversation.

Account Information

Company name, industry, and size when shared during the chat.

Activity Log

Conversation summary and transcript attached as a Dynamics 365 activity.

Source Details

Website page, channel used, UTM campaign data, and referral source.

Opportunity Data

Estimated deal value and product interest for qualified prospects.

Custom Fields

Any data captured by the AI mapped to Dynamics 365 custom fields.

Frequently Asked Questions

Does this work with Dynamics 365 Sales Professional?

Yes. The webhook sends data via Power Automate or Zapier, which works with Dynamics 365 Sales Professional, Enterprise, and Premium editions.

Can I use Power Automate instead of Zapier?

Absolutely. Power Automate is the recommended route for Microsoft shops. Boei's webhook triggers a Power Automate flow that creates records in Dynamics 365. This keeps everything inside your Microsoft tenant.

Is this a native integration?

The connection is webhook-based, not a native marketplace integration. This gives you full control over field mapping and which Dynamics 365 entities are created. Power Automate or Zapier handles the middleware.

What Boei plan do I need?

Webhook integrations require the Boei Growth plan at $49/month (annual). This includes AI agent capabilities, 3 chatbots, 7,000 AI credits, and API access.

Can it trigger Dynamics 365 business process flows?

Yes. When a new lead or opportunity is created via the webhook, any active business process flow tied to that entity starts automatically. Your existing qualification and nurture processes work as designed.

Does the chat data stay within our Microsoft tenant?

The conversation happens on Boei's servers, then the structured data is sent to your Dynamics 365 instance via webhook. Once in Dynamics 365, the data is in your tenant and governed by your policies.

Keep Your Leads in the Microsoft Ecosystem

Boei captures the leads, Dynamics 365 manages them. No new dashboards to learn, no data silos to worry about.

Start Free Trial

Enterprise? Schedule a demo →

✓ 7-day free trial • ✓ No credit card required • ✓ Works with Power Automate