WorkerKitAI workers for Dynamics 365
Ready-made AI workers for Dynamics 365: account briefings, opportunity upkeep, and case summaries for teams already running on Microsoft 365.
- Meeting Prep Assistant
Builds a prep sheet for each meeting on your calendar: who, history, open items, and talking points.
- CRM Scribe
Logs your meetings and email threads into the CRM so records stay current without manual data entry.
- Deal Follow-up Assistant
Finds stalling deals you own and drafts a follow-up for each.
- Renewal Radar
Watches upcoming renewals, spots quiet accounts, and drafts timely check-in emails before it is too late.
- Link Outreach Runner
Works your link prospect list every week: drafts personalized outreach emails and records who replied.
- Lost Backlink Recovery
Finds the backlinks you lost, works out why, and drafts the reclaim email to the site owner.
- Inbound Lead Qualifier
Qualifies new inbound leads, files them in the CRM, and drafts the first reply within minutes.
What is an AI worker for Dynamics 365?
An AI worker for Dynamics 365 is an AI agent scoped to one customer-record job, such as preparing an account summary or keeping opportunity detail current. It connects through your Microsoft work account, inherits that account's Dynamics access, and is narrowed further to the record types and fields you allow.
What these workers do
Brief before a customer meeting
Assembles the account history, open cases, and recent correspondence into a short read for whoever is taking the meeting.
Keep opportunity detail current
Updates the fields your reporting depends on based on recent activity, so the forecast is not reconstructed from memory each month.
Summarize open cases by account
Reports what is outstanding for a customer in one place, so a conversation starts from what they are actually experiencing.
Flag records missing required fields
Finds the records whose gaps will break your reporting later and raises them while they are easy to fix.
How an AI worker runs in Dynamics 365
It fits the Microsoft stack you already run
Security roles remain the outer boundary
One job, one record type
Dynamics 365 questions, answered.
Does it respect our Dynamics security roles?
Yes. It connects as a Microsoft work account and inherits the security roles assigned to it, so records that account cannot open are unreachable. The scoping you add narrows that further and never widens it.
Does connecting need administrator approval?
It follows your tenant's normal consent rules, so some organisations require an administrator to approve the connection once. After that, what the worker may do is set by the permissions you give it rather than by the connection alone.
Can one worker use Dynamics alongside Outlook?
Yes, and that combination is where this connection is strongest. A single worker can read the customer record and the related correspondence, since both sit behind the same work account, with each connection permissioned separately.
Can it be limited to one team's records?
Yes. Beyond the security roles it inherits, you can confine a worker to the records its connected user owns or to a narrower set of record types, so a worker built for one team has no view of another's customers.