Floom integration
Dynamics 365
Connect Dynamics 365 to Floom so AI workers can use it when they run jobs for your company. Dynamics 365 from Microsoft combines CRM, ERP, and productivity apps to streamline sales, marketing, customer service, and operations in one integrated platform.
Auth
OAuth
Actions
16
Triggers
Listed
What Floom workers can do with Dynamics 365
Workers use connected tools during scheduled runs, webhook runs, or manual runs. A Dynamics 365 connection can become part of a worker that researches, drafts, updates records, routes work, or prepares an approval for a teammate.
Floom keeps the worker, run history, outputs, tool calls, and approvals on the record. Side-effecting work can pause for review before anything ships.
Useful for
- Scheduled AI workers that need Dynamics 365 context.
- Approval-gated updates before writing back to tools.
- Running the same workflow from the dashboard, REST API, CLI, or MCP.
Categories
CRMProject Management