Dynamics 365
Microsoft Dynamics 365 is a cloud-based suite of business applications that brings together CRM and ERP capabilities including sales, customer service, finance, operations, and marketing within a single unified platform. It helps organizations streamline processes, strengthen customer relationships, and gain real-time insights through integrated data and AI. WRK supports Dynamics 365 by connecting it with other tools and systems, automating tasks such as data entry, lead routing, reporting, and notifications. This reduces manual effort, improves accuracy, and creates smooth end-to-end workflows powered by Dynamics 365 data.
Why Choose Wrk for
You use powerful apps, but managing growth still creates bottlenecks. Wrk takes those manual tasks off your plate so you can scale without the stress.
Integrate
Dynamics 365
with Anything
Wrk turns
Dynamics 365
bottlenecks into seamless workflows.
Wrk Turns Manual Tasks into Automations
Wrk handles the busywork
Smarter
Dynamics 365
with A.I.
Grow without adding extra headcount
Real Automation Solutions
Connect the Tools You Already Use
Frequently Asked Questions
What is Microsoft Dynamics 365, and why integrate with it?
Microsoft Dynamics 365 is a robust, cloud-based suite of business applications that unifies CRM and ERP capabilities. Our solution enhances Dynamics 365 by adding automation and customizable workflows, helping your team reduce manual data entry, improve operational consistency, and accelerate processes such as lead management, case handling, sales operations, billing, and customer follow-ups.
How does the integration work?
We securely connect to Microsoft Dynamics 365 through its API. When key events occur, such as a new lead creation, opportunity update, case resolution, invoice posting, or customer record change, our platform automatically triggers the right workflow: send notifications, assign tasks, request approvals, generate documents, update entities, and more.
What can I automate?
Lead qualification, routing, and follow-ups
Opportunity tracking, proposal generation, and sales reminders
Case management workflows, escalations, and SLA enforcement
Invoice creation, payment reminders, and billing processes
Document requests, e-signatures, and compliance tracking
Employee onboarding steps and internal approval chains
And virtually any repetitive or rule-based process in Dynamics 365
Is my data secure?
Absolutely. We use encrypted API connections and follow strict enterprise-grade compliance standards, including SOC 2, and Microsoft security best practices to ensure your organizational data stays protected.
Will this change how I use Dynamics 365?
Not at all. You’ll continue to work inside Dynamics 365 just as you do today. Our system runs behind the scenes, automating repetitive tasks and keeping your operational, sales, and customer-service workflows moving efficiently.
What do I need to get started?
You’ll need a Dynamics 365 environment with API access enabled. We provide full onboarding and integration support to help you get set up quickly and confidently.
How can I try it?
Schedule a quick demo with our team, and we’ll show you how to connect Microsoft Dynamics 365 and launch your first automated workflow in under a week.
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