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Dynamics 365

Dynamics 365

Automate leads, contacts, invoices, and sales orders in Dynamics 365 — so your CRM stays up to date without manual data entry.

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Popular Operations

Showing 6 of 16 available operations

Action

Create Account

Creates a new account entity record in Dynamics CRM using the Web API.

Action

Create Case

Creates a new case (incident) entity record in Dynamics CRM using the Web API.

Action

Create Contact

Creates a new contact entity record in Dynamics CRM using the Web API.

Action

Create Invoice

Creates a new invoice entity record in Dynamics CRM using the Web API.

Action

Create Lead

Creates a new lead entity record in Dynamics CRM using the Web API.

Action

Create Opportunity

Creates a new opportunity entity record in Dynamics CRM using the Web API.

View all 16 operations

How It Works

Connect Dynamics 365, build workflows, and let AI handle the routine while you approve what matters.

Connect Dynamics 365

Link your Dynamics 365 account securely with OAuth.

Build Your Workflow

Create automation rules using AI or the visual builder.

Approve & Automate

AI handles routine tasks. You approve the exceptions via mobile.

The Rills Difference

AI handles routine crm tasks from Dynamics 365. You approve the exceptions from your phone, in seconds.

Start automating Dynamics 365

Connect your Dynamics 365 account and build AI-powered workflows in minutes.

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