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Automate DYNAMICS365 with AI Agents.

Automate DYNAMICS365 with AI workers to streamline ERP workflows, improve cross-functional coordination, and reduce repetitive enterprise admin across teams.

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Your DYNAMICS365 AI Worker

DYNAMICS365 AI Worker

Active

You: Review all overdue invoices, identify customers with payment delays over 30 days, draft tailored follow-up emails, and prioritize accounts by outstanding balance and renewal risk.

Scanning open invoices and payment status in DYNAMICS365...

Ranking accounts by aging, balance, and renewal risk...

$486,000 in at-risk receivables prioritized for recovery.

The worker grouped overdue accounts by aging bucket, highlighted the highest-risk customers, and prepared personalized collection follow-ups for finance to send. This he...

37Overdue accounts flagged

37Follow-ups drafted

2 days of manual AR review and follow-up draftingBeforeto11 minWith Toolhouse

Use cases

ERP automation with DYNAMICS365

Use case 1

Automate finance, sales, and operations workflows

Toolhouse AI workers can use DYNAMICS365 to support workflows around finance, CRM, operations, and ERP-driven business processes. Workers can monitor changes, trigger follow-up actions, and reduce the manual effort required to keep enterprise workflows moving. This helps finance, sales, and operations teams improve responsiveness while organizing cross-functional execution more effectively.

Your DYNAMICS365 AI Worker

DYNAMICS365 AI Worker

Active

You: Find sales opportunities stuck in pipeline for more than 21 days, summarize last activity, recommend the next best action, and draft outreach for each rep to restart momentum.

Reviewing pipeline stages and recent account activity...

Generating next-best actions for stalled opportunities...

29 stalled deals reactivated across the pipeline.

The worker surfaced neglected opportunities, summarized account context from recent ERP and CRM activity, and created rep-ready next steps with outreach drafts. This giv...

29Deals reactivated

29Outreach drafts created

1 full day of manual pipeline inspectionBeforeto9 minWith Toolhouse

Use case 2

Track ERP activity across business systems

ERP workflows create the most value when system changes automatically trigger the right next action. By combining DYNAMICS365 with Toolhouse, AI workers can support approval routing, record follow-up, and process coordination across enterprise operations. That improves speed and helps teams reduce delays caused by disconnected handoffs and manual tracking.

Your DYNAMICS365 AI Worker

DYNAMICS365 AI Worker

Active

You: Monitor purchase orders and inventory-linked records, flag delayed suppliers or low-stock items that could impact fulfillment this week, and prepare an escalation summary for operations.

Analyzing purchase orders, supplier updates, and stock signals...

Detecting fulfillment risks across operations workflows...

14 fulfillment risks identified before they became delays.

The worker connected supplier, purchasing, and inventory signals inside DYNAMICS365 to pinpoint likely operational bottlenecks. It prepared a ranked escalation summary s...

14Risks flagged

8Supplier escalations prepared

6 hours of manual cross-team status checkingBeforeto13 minWith Toolhouse

Use case 3

Support enterprise operations at scale

Teams often lose time manually checking system status, coordinating repetitive ERP follow-up, and managing data-driven business tasks across departments. AI workers can use DYNAMICS365 to support those recurring workflows, reduce repetitive admin, and maintain stronger visibility into what needs attention. This makes enterprise operations easier to scale across the business.

Your DYNAMICS365 AI Worker

DYNAMICS365 AI Worker

Active

You: Summarize this month’s ERP workflow bottlenecks across finance, sales, and operations, identify the biggest approval delays, and produce an executive-ready report with recommended process fixes.

Reviewing workflow activity across finance, sales, and operations...

Compiling trends, delay patterns, and improvement opportunities...

Support enterprise operations at scale

The worker analyzed recurring delays, highlighted the teams and steps creating the most friction, and packaged the findings into a concise leadership summary. This helps...

3Bottlenecks identified

126Workflows analyzed

1 week of manual reporting and stakeholder follow-upBeforeto18 minWith Toolhouse

Use case 4

Reduce repetitive admin and handoffs

Organizations also benefit from stronger reporting on workflow bottlenecks, process health, and operational outcomes. Toolhouse can automate DYNAMICS365-based workflows that summarize ERP activity, flag delays, and support recurring business reviews. That improves oversight without adding more manual reporting work.

Your DYNAMICS365 AI Worker

DYNAMICS365 AI Worker

Active

You: Automate DYNAMICS365 with AI workers to streamline ERP workflows, improve cross-functional coordination, and reduce repetitive enterprise admin across teams.

Reading workflow context...

Preparing the next best action...

Reduce repetitive admin and handoffs

Organizations also benefit from stronger reporting on workflow bottlenecks, process health, and operational outcomes. Toolhouse can automate DYNAMICS365-based workflows...

-Tasks handled

-Actions ready

manualBeforetominutesWith Toolhouse

Use case 5

Report business process trends

Leadership teams benefit from reporting on process efficiency, system trends, and operational impact. AI workers can summarize DYNAMICS365 activity into reports on enterprise workflow performance, business outcomes, and coordination quality, helping teams improve operations over time. Better reporting supports stronger ERP strategy and smarter cross-functional execution.

Your DYNAMICS365 AI Worker

DYNAMICS365 AI Worker

Active

You: Automate DYNAMICS365 with AI workers to streamline ERP workflows, improve cross-functional coordination, and reduce repetitive enterprise admin across teams.

Reading workflow context...

Preparing the next best action...

Report business process trends

Leadership teams benefit from reporting on process efficiency, system trends, and operational impact. AI workers can summarize DYNAMICS365 activity into reports on enter...

-Tasks handled

-Actions ready

manualBeforetominutesWith Toolhouse

Testimonials

What our customers say

1,000,000+ agents· 15,000+ teams· 1,000+ integrations· Start for free

“We built in record time what would have taken weeks otherwise! I can honestly say that without Toolhouse, our team would have been spending much MUCH more time delivering AI features in the products we're building.”

Marcos Ocón

COO @ Develative (Developer Agency)

EngineeringSince 2025

“I built an agent that qualifies my leads and books calls automatically. No developer, no agency. It paid for itself in the first week.”

Andrew Njoo

Founder @ Stack2Sale

MarketingSince 2025

“Our team of 12 was drowning in repetitive tasks. We described what we needed and the agent just worked. We didn't write a single line of code.”

Kristian Freeman

Manager @ Large Engineering Company

InfrastructureSince 2025

Pricing

Simple, transparent pricing

Start free, scale as you grow. No hidden fees, no surprises.

Business

$500/month

Includes FREE unlimited tokens

Credits / month25,000
Workers50
Log retention30 days
Worker email inboxIncluded
OnboardingIncluded
Organizations—
Account engineer—
SupportSlack, Email

Start now →

No credit card needed

For scaling businesses

Business Max

$1,200/month

Includes FREE unlimited tokens

Credits / month80,000
Workers500
Log retention1 year
Worker email inboxIncluded
OnboardingIncluded
OrganizationsIncluded
Account engineerOn demand
SupportPriority (Slack, Email, Phone)

Start now →

No credit card needed

For larger companies

Enterprise

Custom

For scaling needs

Credits / monthVolume pricing
WorkersUnlimited
Log retentionCustom
Worker email inboxIncluded
OnboardingIncluded
OrganizationsIncluded
Account engineerNamed
SupportCustom

Talk to sales →

14-day free trial on all plans · cancel anytime

FAQ

Using DYNAMICS365 with AI workers

Common questions about DYNAMICS365 automation with AI workers.

How can Toolhouse automate DYNAMICS365 workflows?

Toolhouse lets you build AI workers that use DYNAMICS365 to automate ERP follow-up, business process routing, internal coordination, and reporting across enterprise teams.

Is DYNAMICS365 a good fit for AI workers?

Yes. DYNAMICS365 is a strong fit for AI workers because ERP workflows are repetitive and benefit from automated routing, follow-up, and visibility.

What teams benefit from DYNAMICS365 automation?

Finance, sales, operations, procurement, and leadership teams benefit most because they can reduce repetitive ERP admin and manage business workflows more efficiently.

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