Dynamics 365 Sales + Memtro

What you can do with Dynamics 365 Sales in Memtro

Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Dynamics 365 Sales tool, reads what it needs, and answers with the source cited.

• Search accounts, contacts, leads and opportunities by name, company or email
• Open a record with its description, latest notes and recent emails, calls and tasks
• Pipeline by state, owner, account and close window with totals per stage
• Recently changed accounts with industry, revenue, size and owner
• Resolve sales users and the environments you can reach
• Hourly sync anchors companies, people and deals and records wins and losses

Ask it like this

Questions people ask once Dynamics 365 Sales is connected. In agent mode each one also checks the other systems that know about the same people, companies or identifiers.

• ›What is in the pipeline closing this quarter and who owns it?
• ›Show me everything we know about Acme Ltd, including recent notes
• ›Which opportunities did we lose last month and why?
• ›Who is the contact at Globex and when did we last speak?
• ›Which accounts did Jane update this week?

Where it fits

Teams that get the most from Dynamics 365 Sales in Memtro, with the rest of their stack attached.

• SalesWalk into every call briefedAccount history, open tickets, invoices, the last email thread and what was decided internally, pulled together from the systems that hold them and remembered for next time.
• LeadershipOne question across the whole companyFounders and managers ask what is happening and get an answer stitched from support, sales, finance and engineering, with every figure traced to its source and the rest of the week handled by jobs.
• SupportAnswer tickets with the whole company behind youSupport teams spend their day switching tabs: the ticket in Help Scout, the customer in the CRM, the order in the warehouse, the invoice in Xero. Memtro reads the ticket and does the switching for them.

Questions

Can Memtro change anything in Dynamics 365 Sales?

Not yet. Today every Dynamics 365 Sales tool reads, searches or lists. When the connector gains actions, each is marked, granted by name per team and used only when a person asks for exactly that, so nothing is created, sent, updated or deleted until you say so.

Who can use a Dynamics 365 Sales connection?

A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.

Does Memtro store my Dynamics 365 Sales data?

Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded. An hourly sync anchors recently changed Dynamics 365 Sales records into memory as entities.

How do I connect Dynamics 365 Sales?

OAuth. In Connections choose Dynamics 365 Sales and click Connect with Microsoft.