AI tools that work with Microsoft Dynamics 365
5 tools whose own site or docs describe an integration with Microsoft Dynamics 365. Check the details with the vendor before you buy; integrations can differ by plan.
Clay site ↗
Data enrichment and agentic workflow platform for building prospect lists and outreach plays.
Best for: Enriching and scoring commercial prospect lists at scale · Price: See the vendor's pricing page · Works with: Salesforce, HubSpot, Pipedrive, Microsoft Dynamics 365
Jump site ↗
AI assistant for financial advisors turning meetings and emails into notes and audit-ready records.
Best for: Financial advisors and life agents who want meeting notes pushed to the CRM · Price: $50–$100 per advisor/mo · Works with: Salesforce, HubSpot, Redtail, Wealthbox, Zoho CRM, Microsoft Dynamics 365
Seamless.AI site ↗
AI-powered lead generation for verified B2B contacts, direct dials and emails.
Best for: Finding direct dials and emails for commercial prospects · Price: Pricing by quote only Request pricing ↗ · Works with: Salesforce, HubSpot, Zoho CRM, Pipedrive, Microsoft Dynamics 365
Zocks site ↗
AI assistant for financial services: meeting prep, notes, onboarding and plans.
Best for: Financial advisors automating meeting prep, notes and follow-up · Price: $67–$220 per user/mo · Works with: Salesforce, HubSpot, Redtail, Wealthbox, Microsoft Dynamics 365
ZoomInfo site ↗
B2B data and AI GTM platform for prospecting and lead generation.
Best for: Larger teams prospecting businesses with deep company data · Price: Pricing by quote only Request pricing ↗ · Works with: Salesforce, HubSpot, Microsoft Dynamics 365
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