Dynamics 365, without opening Dynamics 365.
Raise the record in Dynamics from the conversation, with leads and invoices readable back.
“@Ray raise a lead in Dynamics for the person who just emailed.”
What Ray can and cannot do in Dynamics 365
Reading is free, because reading changes nothing. Everything that writes waits for you. The rest is not on Ray’s list.
Runs on its own
What Ray reads in Dynamics 365
- Leads and the details on them
- Invoices, one at a time or all of them
Reading changes nothing, so Ray never stops to ask whether it may look something up.
Asks first, every time
What waits for your approval
- Add an account, a contact, or a lead
- Create an opportunity
- Open a case, or update one
- Update a lead or an opportunity
Ray posts a card showing exactly what it is about to do. Nothing happens until someone clicks approve, and no setting turns that off.
Not on the list
Things Ray is never handed
These are left out during curation, so they are not something Ray could do and decides against. They are not in front of it at all.
- Create or change an invoice or a sales order
How Ray works with Dynamics 365
No workflow to build, and nothing to maintain when the work changes.
- 01
Connect Dynamics 365
One click, right where you asked. Ray posts a connect card, you authorise Dynamics 365 with your own account, and the work you asked for picks up where it left off.
- 02
Ask in plain words
In the conversation you were already having. Nothing to build, no trigger to map, no tab to open.
- 03
Approve, and it lands
Reading runs on its own. Anything that creates, sends or spends stops first and shows you the exact content.
Priya
@Ray the checkout bug is back. Take a look in Dynamics 365, and tell Dana it is being looked at.
Add an account to Dynamics 365
- Waiting on
- your approval
What does connecting Dynamics 365 to Ray actually do?
Ray is an AI teammate that works in your team chat, on Slack today. Connect Dynamics 365 and it can do the Dynamics 365 part of a request without anyone leaving the conversation: read what it needs, draft the change, and post it for approval before anything is written.
It is not a workflow builder. There is no trigger to configure and no automation to repair when your process shifts. You describe the outcome in the thread and Ray picks the actions, including actions in your other connected tools when the request spans more than one.
Every person on the team connects their own Dynamics 365 account, so Ray can only reach what that person can already reach, and the history in Dynamics 365 shows who actually asked.
Security and permissions
- You authorise Dynamics 365 on its own login screen. Your password never passes through Ray.
- Writes are gated in the execution path, not by a prompt. There is no setting that grants blanket approval.
- Each workspace is isolated at the database level, and that isolation is tested by trying to break it.
- Disconnect Dynamics 365 in a message, or uninstall Ray and every connection it held is revoked.
More crm & sales integrations
Ray uses them together in a single run when a request spans more than one.
Put Ray to work in Dynamics 365.
Free to start, no credit card, and it asks before it acts.