Integrations / CRM
Manage Dynamics 365 invoices and leads from WhatsApp
Flann connects Dynamics 365 to the WhatsApp chat you already run your business from. You ask, and Flann picks the right Dynamics 365 action. Selling is mostly remembering. Who asked for a quote, who went quiet, who is due to reorder. Flann reads Dynamics 365 for you and puts those answers on WhatsApp the moment you ask.
16 actions in Dynamics 365. 4 only look things up, and 12 create, update, send or delete. You connect with a one-click sign-in.
What you can ask Flann to do in Dynamics 365
Type it or say it in a voice note. Flann works out which Dynamics 365 action you mean.
“Look up the invoices action in Dynamics 365.”
“Create an account in Dynamics 365.”
“Create a lead in Dynamics 365.”
“Create a contact in Dynamics 365.”
What Flann can work with in Dynamics 365
Dynamics 365 gives Flann 16 actions across 8 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Invoices | createupdate | 2 |
| Leads | createupdate | 2 |
| Opportunities | createupdate | 2 |
| Sales orders | createupdate | 2 |
| Cases | createupdate | 2 |
How the same invoice job compares, in Dynamics 365 directly and through Flann.
| Compare | Dynamics 365 on its ownEvery step is yours | With FlannThe work comes to your chat |
|---|---|---|
| How you ask | Open the app and find the right page | A WhatsApp message, typed or spoken |
| Finding answers about invoices | Filters and searches you run yourself | 4 look-ups, answered straight away |
| Making changes | Typed in by hand | 12 changes, made from a message |
| Dynamics 365 records | All of them, one screen at a time | 8 kinds, from one chat |
| Getting connected | Nothing new to set up | One sign-in to Dynamics 365 |
YesPartlyNo
Step by step: Dynamics 365 jobs you can hand to Flann
What happens between your message and the result in Dynamics 365.
Get answers about your invoices actions
- You message Flann on WhatsApp: “What is the latest on our invoices actions in Dynamics 365?”
- Flann runs
Get all invoices actionin Dynamics 365 and shows you what it found. - Nothing in Dynamics 365 is changed: these are look-ups, so they run straight away.
The Dynamics 365 jobs you can stop doing yourself
You stay in charge of what goes out. Flann does the reading, the drafting and the chasing.
Quotes nobody answered
Today
Quotes go out and some simply go quiet. Without a proper check in Dynamics 365, you only remember them once the customer has bought elsewhere.
With Flann
“Which quotes in Dynamics 365 have had no reply for a week? Draft a nudge for each.”
It finds the open quotes in Dynamics 365 with no reply and no logged activity since they were sent. For each one, Flann drafts a short note that refers to the actual items quoted, written in the customer’s language.
What you stop doing: Silent quotes stop expiring without a second try.
Renewals and reorders on time
Today
Contracts renew, stock runs out and regular customers are ready to reorder, but the dates are buried in Dynamics 365. You find out when a competitor has already called them.
With Flann
“Who is due to renew or reorder next month according to Dynamics 365?”
Reading the renewal dates, contract ends and purchase patterns in Dynamics 365, Flann gives you a short list of customers coming up, with what they bought last time. It can draft a personal note to each.
What you stop doing: Repeat business no longer depends on you spotting a date.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Dynamics 365
- In Flann, go to Connectors and find Dynamics 365.
- Sign in to your Dynamics 365 account on the secure page that opens and allow access. There is no developer account or API key to set up.
- From then on, message Flann on WhatsApp. It works in Dynamics 365 whenever a request needs it.
Reading from Dynamics 365 is instant. Dynamics 365 stays connected until you remove it in Connectors.
Ways to use Dynamics 365 with Flann
Know who you are talking to
Before a meeting, ask Flann for the contact’s history in Dynamics 365: last deal, last note, last time you spoke.
Update the CRM by voice
After a call, send Flann a voice note. It turns it into an update for the right contact in Dynamics 365 and asks you to confirm.
Move deals forward
Tell Flann a deal closed or stalled.
Everything Flann can do in Dynamics 365
All 16 Dynamics 365 actions, as Flann sees them.
Looks up 4
- Dynamicscrm get a invoice
- Dynamicscrm get a lead
- Dynamicscrm get all leads
- Get all invoices action
Changes 12
- Create Account
- Create Case
- Create Contact
- Create Invoice
- Create Lead
- Create Opportunity
- Create Sales Order
- Update Case
- Update Invoice
- Update Lead
- Update Opportunity
- Update Sales Order
More CRM apps Flann works with
Common questions
What can Flann do with invoices in Dynamics 365?
Flann can create and update invoices in Dynamics 365, using 2 actions (Create Invoice, Update Invoice). Each one changes something in Dynamics 365.
What can Flann do with leads in Dynamics 365?
Flann can create and update leads in Dynamics 365, using 2 actions (Create Lead, Update Lead). Each one changes something in Dynamics 365.
How does Flann connect to Dynamics 365?
Open Connectors in Flann, choose Dynamics 365 and sign in to your Dynamics 365 account on a secure page. There is no developer account or API key to set up. Once it is connected, Flann can use 16 actions in Dynamics 365.
How do I ask Flann to do something in Dynamics 365?
Message Flann on WhatsApp the way you would message a colleague, or send a voice note. Flann picks the Dynamics 365 action that fits and asks if anything is missing.
Which Flann plan do I need for Dynamics 365?
Any of them. Every Flann plan includes Dynamics 365 and every other app.