Use Dynamics 365 with
Sokko.
Connect Dynamics 365 and tell Sokko what to do. It runs the actions you ask for and reacts to what happens. No workflows, no code.
Works with 1,000+ tools · No code required
Actions
Everything Sokko can do in Dynamics 365
Every Dynamics 365 action Sokko can run. Ask for one in a sentence and it's done.
Create Account
Creates a new account entity record in Dynamics CRM using the Web API.
Create Case
Creates a new case (incident) entity record in Dynamics CRM using the Web API.
Create Contact
Creates a new contact entity record in Dynamics CRM using the Web API.
Create Invoice
Creates a new invoice entity record in Dynamics CRM using the Web API.
Create Lead
Creates a new lead entity record in Dynamics CRM using the Web API.
Create Opportunity
Creates a new opportunity entity record in Dynamics CRM using the Web API. Some CRM configurations enforce `estimatedclosedate` and a transaction currency at the server level even though they are schema-optional; omitting them may cause the request to be rejected.
Create Sales Order
Creates a new sales order entity record in Dynamics CRM using the Web API.
Dynamicscrm get a invoice
Dynamicscrm get a invoice
Dynamicscrm get a lead
Dynamicscrm get a lead
Dynamicscrm get all leads
Dynamicscrm get all leads
Update Case
Updates an existing case (incident) entity record in Dynamics CRM using the Web API.
Update Invoice
Updates an existing invoice entity record in Dynamics CRM using the Web API.
Update Lead
Updates an existing lead entity record in Dynamics CRM using the Web API.
Update Opportunity
Updates an existing opportunity entity record in Dynamics CRM using the Web API. Some updates may be rejected if required relational fields (e.g., transactioncurrency) are absent from the record, even though they are not exposed as explicit parameters.
Update Sales Order
Updates an existing sales order entity record in Dynamics CRM using the Web API.
Get all invoices action
Get all invoices action
Get connected
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Sokko works with 1,000+ apps and any MCP server.
Martin
9:53 AM
@Sokko
What can you do with Dynamics 365?
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@mention Sokko in any channel and it gets going. Minutes, not a weekend.
Questions, answered.
Sokko is an AI assistant that lives in your Slack. Connect your apps, ask for what you need in plain language, and Sokko takes the work off your plate.
Sign up to Sokko, ask Sokko to connect to Dynamics 365, and approve the connection when prompted. From then on you can ask Sokko to do things in Dynamics 365 whenever you need.
No. There's nothing to build or configure. You ask Sokko in Slack the same way you'd ask a colleague, and Sokko handles the rest.
Yes. Ask once and tell Sokko when to repeat it, like every Monday at 9am, and it becomes a routine that runs without you.
Read and act on data in Dynamics 365, and trigger workflows when something changes there. Tell Sokko the outcome you want and it handles the rest.
Yes. Sokko connects to 1,000+ apps and any MCP server, so you can ask for tasks that span Dynamics 365 and the rest of your stack in a single request.