Make faster decisions by speaking to Microsoft Dynamics 365

Sylus is an AI data analyst for Microsoft Dynamics 365.

Connect Microsoft Dynamics 365 to Sylus and ask questions about your sales, finance, and operations data in plain English, with answers in seconds.

Connect in under 20 minutes

Read-only access to only the data you choose

Free 30-day proof of concept

What you can do with Microsoft Dynamics 365 in Sylus

Sylus gives Dynamics 365 users an AI data analyst on top of their CRM and ERP data. Ask "How did pipeline change by region this quarter?" or "Which items are below safety stock?" and get numbers, charts, and dashboards. A good fit for teams on Dynamics 365 Sales, Business Central, or Finance and Operations who need reports without waiting on IT.

How the Microsoft Dynamics 365 integration works

Sylus connects through the Microsoft Dataverse and Dynamics 365 APIs, signing in with a Microsoft Entra ID (formerly Azure AD) app registration that has read-only access. It reads the tables you select, such as accounts, opportunities, sales orders, and general ledger entries, and keeps them up to date for reporting.

Questions you can ask about your Microsoft Dynamics 365 data

Finance

Which customers have invoices more than 60 days overdue?
How did gross margin change month over month this year?
What are our top 10 expense accounts this quarter compared to budget?
What collections are due in the next 30 days?

Sales

What are our top 20 customers by revenue this year?
Which salespeople closed the most revenue this quarter?
Which products are growing fastest compared to last year?
What is our average order value by customer group?

Operations and inventory

Which items are below safety stock?
What is our open purchase order value by vendor?
Which vendors delivered late most often this quarter?
What is our inventory value by location?

Leadership

How are revenue and margin trending against last year?
Which departments are over budget this quarter?
What were our biggest cost changes compared to last quarter?
Give me a weekly summary of sales, margin and receivables.

How to connect Microsoft Dynamics 365 to Sylus

You need a Microsoft Entra ID admin to register an app, and a Dynamics 365 admin to give it read-only access.

In the Microsoft Entra admin center, register an app for Sylus and create a client secret.
In Dynamics 365, add the app as an application user and assign a security role with read-only privileges.
In Sylus, add Microsoft Dynamics 365 as a data source and enter your environment URL, tenant ID, client ID, and secret.
Choose the tables you want to sync.

Environment URL format: https://yourorg.crm.dynamics.com

Microsoft Dynamics 365

Frequently asked questions

Is the Microsoft Dynamics 365 integration read-only?

Yes. Sylus only reads data from Microsoft Dynamics 365. It never creates, edits, or deletes anything in your account, and you choose exactly which data it can access.

How long does it take to connect Microsoft Dynamics 365 to Sylus?

Under 20 minutes. Connect Microsoft Dynamics 365 with read-only access, choose the data Sylus can see, then ask your first question in plain English.

Do I need SQL or a data team to analyze Microsoft Dynamics 365 data?

No. Ask questions about your Microsoft Dynamics 365 data in plain English and Sylus returns answers, charts, and dashboards. When Sylus runs SQL, it shows the query behind every result so your data team can check it.

Is my Microsoft Dynamics 365 data secure in Sylus?

Yes. Sylus is SOC 2 Type II and HIPAA compliant, and permission levels control which Microsoft Dynamics 365 data each person or team can see. Permissions are enforced on every query, not left to the AI.

Can I get scheduled reports and alerts from Microsoft Dynamics 365?

Yes. Turn any question about your Microsoft Dynamics 365 data into a report that lands in your inbox or Slack daily, weekly, or monthly, and get an alert when a metric spikes or drops.

Can I combine Microsoft Dynamics 365 with my other tools in Sylus?

Yes. Connect as many sources as you need and put charts from Microsoft Dynamics 365 next to charts from your CRM, finance, and marketing tools on the same dashboard.