Delegmate for Dynamics 365

An AI teammate that works in Dynamics 365

An AI teammate with its own Google Workspace account. Connect Dynamics 365 and it works there as part of the job, alongside its email, calendar and docs, within the rules you set.

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About Dynamics 365

Dynamics 365 from Microsoft combines CRM, ERP, and productivity apps to streamline sales, marketing, customer service, and operations in one integrated platform

What it does in Dynamics 365

Keeps Dynamics 365 records current after every email, call and meeting
Adds new leads and contacts with the context from the conversation
Moves deals forward and logs every activity
Prepares a brief on an account before you talk to them

How it works

1
Add a teammate
It gets its own account in your Google Workspace, with its own email, calendar and Drive.
2
Connect Dynamics 365
From its Apps tab in a click, with the Dynamics 365 account your team chooses. Or just ask it, and it sends you the link.
3
Hand it the work
Email it, message it in Chat or Slack, or mention it in a doc. It asks before anything that matters.

Works with it in gmail

Built for

Sales SaaS and tech Agencies

Questions

How does it connect to Dynamics 365?

From the teammate's Apps tab in a click, or just ask it and it sends you the link. It connects with the Dynamics 365 account your team chooses, and each teammate has its own connections, so you decide exactly what each one can reach.

What does it do in Dynamics 365 without asking?

The everyday work it is there for: reading, updating and keeping things current. It asks first before contacting someone new, spending money, or anything that can't be undone, and every step is in its activity log.

Does it need its own Dynamics 365 seat?

No. It works through the connection your team sets up, so there is no extra Dynamics 365 seat to buy for it.

Is Delegmate made by Dynamics 365?

No. Delegmate is independent and is not affiliated with or endorsed by Dynamics 365. Dynamics 365 is a trademark of its owner.