# Ray and Dynamics 365

> Raise the record in Dynamics from the conversation, with leads and invoices readable back.

Source: https://heyray.io/integrations/dynamics-365

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. 4 reads run without asking. 8 actions wait for a human approval.

## What Ray reads in Dynamics 365

Reading changes nothing, so Ray never stops to ask whether it may look something up.

- Leads and the details on them
- Invoices, one at a time or all of them

## What waits for your approval

Every one of these posts an approval card in the thread showing exactly what is about to happen. Nothing runs until someone clicks approve, and no setting turns that off.

- Add an account, a contact, or a lead
- Create an opportunity
- Open a case, or update one
- Update a lead or an opportunity

## 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

## Ask it like this

- "@Ray raise a lead in Dynamics for the person who just emailed."

## Connecting Dynamics 365

Every person on the team connects their own Dynamics 365 account on Dynamics 365's own login screen, so Ray can only reach what that person can already reach, and the history in Dynamics 365 shows who actually asked. Passwords never pass through Ray. Disconnecting Dynamics 365 or uninstalling Ray revokes the connection.

## More

- This page for people: https://heyray.io/integrations/dynamics-365
- Every integration: https://heyray.io/integrations.md
- Install Ray: https://heyray.io/install.md
- Pricing: https://heyray.io/pricing.md