Resolve the account
Match a verified customer to the right contact, account and entitlements.
Channelized × Microsoft Dynamics 365
Make Dynamics 365 the memory behind every agent conversation.
Channelized connects Dynamics 365 Sales and Customer Service to AI agents, so every answer knows the customer and every outcome lands back in Dataverse.
What becomes possible
What Dynamics 365 can do with Channelized.
Connect agent journeys with Dynamics 365 accounts, cases and opportunities.
Use what you know
Shape answers with open cases, products owned and relationship status.
Record the outcome
Create leads, cases and activities with the full interaction attached.
How it connects
How Dynamics 365 connects.
Channelized sits between the agent and Dynamics 365, translating intent into the right data request or action while applying your business rules.
ChatGPT 
Claude 
Gemini AI agent Where intent begins Channelized Context · rules · actions
Microsoft Dynamics 365 Dynamics 365 System of record - 01 Identity verified
identity · verified work email - 02 Account resolved
account · Contoso Ltd, Premier - 03 Rules evaluated
rules · case details shareable - 04 Activity logged
activity · logged on the case
Your business stays in control
Personalized to the individual. Governed by your rules.
- Consent-aware reads
- Scoped permissions
- Validated write-backs
- Complete audit trail
Build the journey
What pairs well with Dynamics 365?
Not similar products: complementary connections that add the next useful layer to the same customer journey.
Microsoft Copilot Agent channels Microsoft Copilot
↗︎ Meet customers in the Microsoft assistant they already use
Dynamics 365 Business Central ERP & field service Dynamics 365 Business Central
↗︎ Add orders, stock and invoices from your ERP
Genesys Cloud Service & engagement Genesys Cloud
↗︎ Hand off to the contact center with context
FAQ / Dynamics 365 questions
What teams ask about the Microsoft Dynamics 365 integration.
Clear answers about how Channelized connects context, systems and customer action.
01 What does the Channelized Microsoft Dynamics 365 integration do?
Channelized connects Dynamics 365 Sales and Customer Service to AI agents, so every answer knows the customer and every outcome lands back in Dataverse.
02 What becomes possible with Dynamics 365?
Three things. Resolve the account: match a verified customer to the right contact, account and entitlements. Use what you know: shape answers with open cases, products owned and relationship status. Record the outcome: create leads, cases and activities with the full interaction attached. Together they form one connected customer journey.
03 How does Channelized keep Dynamics 365 actions controlled?
Channelized scopes the Dynamics 365 connection to approved data and capabilities, validates requests against your policies, and keeps an auditable record of every interaction. Your existing permissions and business rules remain the source of control.
04 Where does Dynamics 365 fit in the customer journey?
A typical journey runs in four steps: identity verified, account resolved, rules evaluated and activity logged. Channelized carries the customer’s intent and relevant context between those steps, so Dynamics 365 can add value without forcing the customer to start again.
Channelized × Microsoft Dynamics 365
Put Dynamics 365 in front of every agent.
Bring one customer journey. Our integration team will show you the connection working end to end.