# Microsoft Dynamics 365 Sales AI agent for Slack & Microsoft Teams Viktor is an AI employee that connects to Microsoft Dynamics 365 Sales in one click via OAuth and helps you track deals and customer relationships through a sales pipeline, running 11 Microsoft Dynamics 365 Sales actions for you like Get Account, Find Contact, and List Accounts. Ask in plain English in Slack or Microsoft Teams; Viktor does the work in Microsoft Dynamics 365 Sales and reports back. Setup takes about two minutes. - Tool: Microsoft Dynamics 365 Sales - Category: Sales & CRM - Connection: One-click OAuth - Actions available: 11 - Works from: Slack and Microsoft Teams - Page: https://viktor.com/integrations/microsoft-dynamics-365-sales ## What can you ask Viktor to do in Microsoft Dynamics 365 Sales? - "Update the Microsoft Dynamics 365 Sales deal I closed today and move it to won." - "Pull this week's pipeline from Microsoft Dynamics 365 Sales and post a summary to #sales every Friday." - "Find contacts in Microsoft Dynamics 365 Sales we haven't touched in 30 days and draft follow-ups." - "Cross-check Microsoft Dynamics 365 Sales against our billing records and flag deals that don't match." ## What can Viktor do in Microsoft Dynamics 365 Sales? (11 actions) - **List Solution ID Options** - Retrieves available options for the Solution ID field. - **List Appointment Category Options** - Retrieves available options for the Category of appointment field. - **Update Appointment** - Patch an appointment; only supplied fields are sent. Use List Appointment Categories for category values. and the appointment entity reference. - **Search Accounts** - Search accounts by company name using contains(name, …). - **List Appointments** - List appointments (full entity per row, ordered by scheduled start descending). - **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). - **List Accounts** - List accounts with selected fields (accountid, name, phone, email, primary contact). - **Get Account** - Retrieve a single account by GUID. - **Find Contact** - Search for a contact by id, name, or using a custom filter. - **Create Custom Entity** - Create a custom entity. - **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. ## How does Viktor work with Microsoft Dynamics 365 Sales? 1. Add Viktor to Slack or Microsoft Teams. 2. Connect Microsoft Dynamics 365 Sales with one-click OAuth - Viktor handles authentication. 3. Ask in plain English. Viktor runs the Microsoft Dynamics 365 Sales actions, chains them with your other tools when needed, and reports back. Sensitive actions wait for your approval. ## What is a Microsoft Dynamics 365 Sales AI agent? A Microsoft Dynamics 365 Sales AI agent is an AI that connects to your Microsoft Dynamics 365 Sales account and completes work in it - it doesn't just answer questions about Microsoft Dynamics 365 Sales, it takes the actions. Viktor is that agent: an AI employee that works in Microsoft Dynamics 365 Sales on your behalf and delivers the finished result in Slack or Microsoft Teams. 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 3,200+ tools it 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. ## Security and permissions - One-click OAuth - Viktor never sees your password, and you can revoke access at any time. - Review-first approvals: sensitive Microsoft Dynamics 365 Sales actions wait for your sign-off before they run. - Isolated compute per team, encrypted in transit and at rest - and your data is never used to train models. - SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress. ## FAQ ### Does Viktor integrate with Microsoft Dynamics 365 Sales? Yes. Microsoft Dynamics 365 Sales is one of the 3,200+ tools Viktor connects to, via a managed connector. Once connected, anyone on your team can put Viktor to work in Microsoft Dynamics 365 Sales from Slack or Microsoft Teams - no workflow builder, no code. ### How do I connect Microsoft Dynamics 365 Sales to Viktor? Ask Viktor in Slack or Microsoft Teams to connect Microsoft Dynamics 365 Sales, then approve the one-click OAuth prompt. Viktor never sees your password, handles authentication itself, and starts working right away. Setup takes about two minutes, and you can revoke access at any time. ### What can Viktor do in Microsoft Dynamics 365 Sales? Viktor can run 11 Microsoft Dynamics 365 Sales actions, including Get Account, Find Contact, and List Accounts - and chain them with other tools in a single request. In practice that means Viktor helps you track deals and customer relationships through a sales pipeline. If a task spans several actions, Viktor plans the sequence itself and reports back when the work is done. ### Do I need to build workflows to automate Microsoft Dynamics 365 Sales? No. Viktor isn't a workflow builder - there are no triggers to map and no workflows to maintain. You ask for the outcome in plain English in Slack or Microsoft Teams, and Viktor decides which Microsoft Dynamics 365 Sales actions to take, runs them, and reports back. ### Is my Microsoft Dynamics 365 Sales data secure with Viktor? Yes. Viktor connects to Microsoft Dynamics 365 Sales in one click via OAuth, runs in an isolated environment per team, and never trains models on your data. Sensitive actions wait for your approval, and you can revoke access at any time. Viktor is SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress. ### How much does the Microsoft Dynamics 365 Sales integration cost? Nothing extra - every integration, including Microsoft Dynamics 365 Sales, is available on every plan. You can start free with up to $100 in credits, no credit card required; paid plans start at $50/month. ### Can Viktor use Microsoft Dynamics 365 Sales together with my other tools? Yes - that's the point. Viktor connects to 3,200+ tools and works across them in a single run: it can pull data from Microsoft Dynamics 365 Sales, cross-reference it with another tool - for example Slack or Gmail, and deliver the finished result in Slack or Microsoft Teams. ## Viktor uses Microsoft Dynamics 365 Sales together with - [Slack](https://viktor.com/integrations/slack) - [Gmail](https://viktor.com/integrations/gmail) - [Google Sheets](https://viktor.com/integrations/google-sheets) - [Notion](https://viktor.com/integrations/notion) - [Salesforce](https://viktor.com/integrations/salesforce) - [Stripe](https://viktor.com/integrations/stripe) ## More Sales & CRM integrations - [HubSpot](https://viktor.com/integrations/hubspot) - [Upsales](https://viktor.com/integrations/upsales) - [Keap (Infusionsoft)](https://viktor.com/integrations/keap-infusionsoft) - [Apollo.io (API Key)](https://viktor.com/integrations/apollo-io-api-key) - [Teamgate](https://viktor.com/integrations/teamgate) - [Pipedrive](https://viktor.com/integrations/pipedrive) - [Enrich Layer](https://viktor.com/integrations/enrich-layer) - [Zoom](https://viktor.com/integrations/zoom) ## Get started Viktor is free to start - up to $100 in credits, no credit card required. All 3,200+ integrations are included on every plan. Sign up at https://viktor.com or browse all integrations at https://viktor.com/integrations.