Integrations
Microsoft Dynamics Integration
Lineer + Microsoft Dynamics. AI agents for your Dynamics CRM.
Connect Microsoft Dynamics to Lineer with secure OAuth. Your CRM entities sync automatically. AI agents work with your existing data to personalise every interaction.
D
Dynamics What Syncs
Contacts
Full contact records from Dynamics.
Accounts
Account and organisation data.
Opportunities
Opportunity records with stage and value.
Activities
Activity history linked to CRM records.
1
Connect securely.
Authorise via OAuth with a two-step authentication process for Dynamics.
2
Your data syncs automatically.
Dynamics CRM entities flow into Lineer. Changes sync both ways.
3
Agents start working.
AI agents can research, enrich, and act on your Dynamics data immediately.