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Microsoft Dynamics 365 Sales AI employee

Viktor works in Microsoft Dynamics 365 Sales for you. Ask in Slack or Microsoft Teams.

Viktor is an AI employee that connects to Microsoft Dynamics 365 Sales and helps you track deals and customer relationships through a sales pipeline, running 12 Microsoft Dynamics 365 Sales actions for you like Get Account, Find Contact, and List Accounts. Ask in plain English from your workspace; Viktor does the work in Microsoft Dynamics 365 Sales and reports back. Viktor connects in one click via OAuth.

Free to start
No credit card
SOC 2 Type 1
Works in Slack & Microsoft Teams

What can your AI employee do in Microsoft Dynamics 365 Sales?

Viktor connects to your Microsoft Dynamics 365 Sales account and completes work in it. He doesn't just answer questions about Microsoft Dynamics 365 Sales, he takes the actions on your behalf and delivers the finished result to your workspace.

Unlike workflow builders such as Zapier or Make, there is nothing to configure - no triggers to map, no workflows to maintain. You describe the outcome in plain English, and Viktor picks the right Microsoft Dynamics 365 Sales actions, chains them with the other 9,800+ tools he connects to, and asks for approval before anything sensitive runs.

About Microsoft Dynamics 365 Sales

Close more deals and increase seller efficiency with an AI-powered CRM solution.

Use Microsoft Dynamics 365 Sales from Slack and Microsoft Teams

Message Viktor in a Slack channel, a Microsoft Teams chat or a direct message. He opens Microsoft Dynamics 365 Sales, does the work and posts the result in the same thread, so nobody has to switch tabs.

He can also run Microsoft Dynamics 365 Sales work on a schedule, like a weekly Microsoft Dynamics 365 Sales summary posted to your team's channel. Anything sensitive waits for your approval before it runs.

Viktor is not affiliated with or endorsed by Microsoft Dynamics 365 Sales.

  1. You ask in your workspace

    Describe what you need in plain English

  2. Viktor picks the actions

    Selects from 12 Microsoft Dynamics 365 Sales actions, chains them together

  3. Runs in Microsoft Dynamics 365 Sales

    Helps you track deals and customer relationships through a sales pipeline - your real data.

  4. Reports back

    Delivers the finished result to your workspace

Try asking Viktor

What can you ask Viktor to do in Microsoft Dynamics 365 Sales?

Messages you'd actually send. Paste one into your workspace, swap in your specifics, and Viktor takes it from there.

  • “Update the Microsoft Dynamics 365 Sales deal I closed today and move it to won.”

    — you, to @Viktor

  • “Pull this week's pipeline from Microsoft Dynamics 365 Sales and post a summary to #sales every Friday.”

    — you, to @Viktor

  • “Find contacts in Microsoft Dynamics 365 Sales we haven't touched in 30 days and draft follow-ups.”

    — you, to @Viktor

  • “Cross-check Microsoft Dynamics 365 Sales against our billing records and flag deals that don't match.”

    — you, to @Viktor

How it works

How does Viktor work with Microsoft Dynamics 365 Sales?

Step 1: Connect your stack

27+ native integrations plus 9,800+ tools via managed connectors. Mostly one-click OAuth, a few API keys. No webhooks, no Zapier zaps.

Maya Patel11:32 AM
@Viktor check this week's Stripe revenue against HubSpot and flag anything off before the board call.
Viktor
Viktor11:33 AM
On it. Cross-checking Stripe against HubSpot and fixing anything that doesn't line up before your board call.

Step 2: Tell Viktor what you need

Message Viktor like a teammate: "Pull this week's MRR from Stripe." "Triage new Linear bugs." "Pause Meta ads over $40 CPA." Any tool.

Viktor
Viktor9:12 AM
📊 Revenue check:
$84,210 (+6.4% WoW).
3 deals didn't match HubSpot.
Fixed 2, one needs your call.

revenue_raport.pdf

4 pages·PDF

Step 3: Viktor does the work, you review

Viktor opens the tools, runs the work, and posts back exactly what changed. Sensitive actions wait for your approval. It’s all logged.

Actions

What can Viktor do in Microsoft Dynamics 365 Sales?

Ask in plain English from your workspace. Viktor picks the right Microsoft Dynamics 365 Sales actions, runs the work, and reports back. No workflows to build.

  • Appointment

    Create Appointment

    Create a new appointment linked to an account with a required attendee (system user). Use List Appointment Categories for valid category values. and the appointment entity reference.

  • Other

    Create Custom Entity

    Create a custom entity.

  • Other

    Find Contact

    Search for a contact by id, name, or using a custom filter.

  • Account

    Get Account

    Retrieve a single account by GUID.

  • Accounts

    List Accounts

    List accounts with selected fields (accountid, name, phone, email, primary contact).

  • Other

    List Appointment Categories

    List Category of Appointment options for the custom attribute used by create/update appointment actions (loaded from metadata or distinct values on existing rows).

  • Other

    List Appointment Category Options

    Retrieves available options for the Category of appointment field.

  • Other

    List Appointments

    List appointments (full entity per row, ordered by scheduled start descending).

  • Other

    List Solution ID Options

    Retrieves available options for the Solution ID field.

Works with your stack

Viktor uses Microsoft Dynamics 365 Sales together with your other tools

Ask for outcomes that span tools - Viktor pulls from Microsoft Dynamics 365 Sales, cross-references the rest of your stack, and delivers one finished result.

Trusted by 78,000+ teams

The moment Viktor becomes part of the team.

Infrastructure for a $1M/yr agency built in 9 days
“I discovered Viktor 9 days ago, and I have already built the infrastructure for a $1,000,000 a year content agency with zero staff.”
Troy Dean

Troy Dean

Founder, Agency Mavericks

Saved:1 FTE/1 full time employee
“Literally a game-changer for me, like adding another employee (or two).”
Krysta Mueggenburg

Krysta Mueggenburg

Owner, Element Turf & Outdoor Solutions

Saved:10+ hrs/week
“Claude Tag writes better specs. Viktor executes faster across tools. Viktor actually goes and creates the tickets.”
Toni Lopez

Toni Lopez

Co-founder, Karumi (YC F25)

Microsoft Dynamics 365 Sales integration FAQ

Yes. Microsoft Dynamics 365 Sales is one of the 9,800+ tools Viktor connects to, in one click via OAuth. Once connected, anyone on your team can put Viktor to work in Microsoft Dynamics 365 Sales from their workspace - no workflow builder, no code.

4.9 on G2G2 rating: 4.9 out of 5 stars

Start free. Viktor delivers.

Start for free today. No credit card required.

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