AI agents for Dynamics 365
A Monmo agent works in Dynamics 365 the way a sales operations analyst would. It logs meetings and emails against opportunities, researches new leads before you qualify them, prepares the forecast review, finds duplicates and stale deals, and answers questions about the pipeline. It works within your own security role and asks before it creates, qualifies, updates or deletes a record.
Updated 2026-11-13 · Free to start. Paid plans from $15 a month.
What agents do in Dynamics 365
Log a meeting against the opportunity
After a customer meeting it reads your notes and the Outlook thread, then prepares the activity, the next step and any change to estimated revenue or close date. You approve the card before the opportunity is saved.
AskLog today's call with Contoso against the renewal opportunity and suggest a new close date. Show me before you save.
Research new leads before you qualify them
For each new lead it researches the company on the web, fills in industry and size, checks for an existing account and recommends qualify or disqualify with one line of reasoning. Qualifying waits for you.
AskResearch this week's new leads and tell me which to qualify, which to disqualify and why.
Prepare the forecast review
Before Thursday's forecast call it pulls open opportunities by owner and close month, flags deals whose close date has passed and writes a one-page summary in Microsoft Word or a PowerPoint slide.
AskEvery Wednesday at 4pm, prepare the forecast summary by owner for tomorrow's call, with overdue close dates at the top.
Find duplicates and stale deals
It looks for duplicate accounts and contacts, opportunities with no activity in 30 days and empty fields your views depend on, then proposes merges and fixes in one list you can approve line by line.
AskFind duplicate accounts and opportunities with no activity for 30 days, and propose a fix for each.
Brief you on an account
Ask about a customer and it reads the account, related contacts, open opportunities, recent activities and any open cases, then gives you one page to read before the meeting.
AskBrief me on Fabrikam before tomorrow's 10:00: open opportunities, key contacts, open cases and the last five activities.
Answer questions about the pipeline
Ask for win rate by lead source, average deal size by territory or what is closing this quarter, and it queries the records your security role can see and explains how it got each number.
AskWhat is our win rate by lead source this year, and which territory has the largest average deal?
Post deal news to the team
When a large opportunity is won or slips a quarter, it drafts a short post for the deal channel in Microsoft Teams with the amount, the reason and the next step, posted once you approve.
AskWhen an opportunity over 50,000 is won or its close date moves out a quarter, draft a post for the Deals channel.
How it connects
- 1You connect your own Dynamics 365 account once. The agent works within your security role and business unit, so it sees the same records you do. Many organisations ask an administrator to consent to the connection in Microsoft Entra first.
- 2You pick which agents may use Dynamics 365. A sales or sales operations agent needs it; a marketing agent writing social posts does not.
- 3Reading records, views and activities is done without asking. Creating, qualifying, updating, assigning or deleting a record always asks first, and a batch of updates can share one card.
More in CRM and sales
Other apps of this kind that agents work in, each with its own page.
Watch it work
A sample replay with example data, sped up. Pause it, scrub through it, or take the mouse yourself. This sample shows a similar job in other tools; Dynamics 365 is not on screen.
On screen
Google Docs
Salesforce
Google Slides
Pick a job. Watch it get done.
- Why
- From today’s calls and the follow-up emails.
- Where
- Fieldwork Salesforce · 3 opportunities
- What to expect
- Changes stage, amount, close date and next step. Nothing is deleted.
- Open pipeline$610k
- Moved forward$184k
- Stalled 14+ days2 deals
- Slipped to April1 deal
Your team. Connected to everything.
Pipeline review — week 7+Sample replays with fictional data, sped up. Pause one, scrub through it, or take the mouse yourself.
Questions people ask
Can an AI agent update Dynamics 365 after a sales meeting?
Yes, once you approve the changes. A Monmo agent reads your notes and the email thread, works out what changed and prepares the activity, the next step and any new estimate or close date. It shows each change on a card and saves it through the Dynamics 365 connection, or in its own browser when the connection does not cover something.
Which Dynamics 365 records can an AI agent see?
Only the records your own account can see. The agent signs in as you, so your security role, business unit and any field security decide what it can open and change. If a colleague's opportunities are hidden from you, they are hidden from the agent too. You can disconnect it at any time.
Can an AI agent help with Dynamics 365 Customer Service cases too?
Yes, where your account can open them. It reads a case and its history, writes a short summary for whoever picks it up, drafts a response from your knowledge articles and suggests a priority. Sending a reply, resolving a case or changing its owner waits for your approval.
Do we need to change our Dynamics 365 setup for an AI agent?
No. The AI agent works with your existing entities, views and business process flows, and follows the fields and stages your team already uses. Tell it your rules once, such as which stage needs a signed quote, and it applies them when it prepares updates. An administrator may need to approve the connection.