Sales and customersMicrosoft Dynamics 365

Microsoft Dynamics 365 with Uebfaqe: your business data at work

Accounts, products and service cases in Dynamics 365 say a lot about your business. Connect it and the AI uses them for product pages, client sections and help content.

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What you can do

Product pages from your catalog

The AI reads the products and price lists you point to in Dynamics 365 and builds catalog or pricing pages from them.

Help content from real cases

Ask the AI to look at your most common service cases and write an FAQ page that answers them, without customer names.

Records after you confirm

Ask the AI to create a lead or update an account in Dynamics 365. You see the details in a card and nothing changes until you click Confirm.

What you can ask the AI

Examples to type in the chat once the app is connected to your website.

Build a Products page from the active products in our Dynamics 365 price list.
Look at the service cases from the last three months and write an FAQ with the ten most common questions.
Create a lead in Dynamics 365 for Besa Krasniqi from Tirana Logistics, who is interested in our fleet package.

How to connect it

1
Step 1
Open Integrations
In Studio, open Integrations in the website where you want to use Microsoft Dynamics 365 and find it in the Browse tab.
2
Step 2
Click Connect
Click Connect, sign in to your Microsoft Dynamics 365 account in the window that opens and approve access. The connection applies to this website only.
3
Step 3
Ask the AI
In the chat, say what you need from Microsoft Dynamics 365. The AI reads what it needs and asks for your confirmation before any action in the app.

You stay in control

The AI reads your data directly when it needs it, but anything that sends, changes or deletes something in the app waits until you confirm it in the chat. Your data stays private and never shows up on your website unless you ask for it.

Frequently asked questions

Why does the connect screen ask for an extra value?

Dynamics 365 runs at a separate address for each organization, so the connect screen asks for your organization's name or URL. That way the connection reaches the right environment.

Does my website stay in sync with Dynamics 365?

No. The AI copies the data when you ask, and the published site does not stay linked. After a change, ask the AI to update the page and publish again.