Archon + Microsoft Dynamics 365

Archon connects a managed AI workforce to Microsoft Dynamics 365 through Microsoft Entra OAuth. Agents handle customer records, activity sync, revenue operations, with read and write access governed by approval queues and audit logs inside your security perimeter.

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CRM & Revenue

What Archon runs on Microsoft Dynamics 365.

Revenue teams use this connector for pipeline hygiene, enrichment, follow-up drafting, and reporting: agents keep records current, summarize accounts before calls, and flag deals that need human attention.

Customer records

Activity sync

Revenue operations

Secure operating layer

Governed access, by default.

Customer records are sensitive by default. Field-level scopes, read-before-write checks, and human approval on outbound or destructive changes keep the CRM authoritative.

01

Scoped credentials

Connection through Microsoft Entra OAuth, limited to the data and actions the approved workflow requires. Credentials stay inside your perimeter.

02

Human approval gates

Consequential actions wait in your approval queue. Nothing irreversible ships without a named human decision.

03

Audit everything

Every Microsoft Dynamics 365 action an agent takes is logged with source, prompt path, and reviewer, ready for your security team.

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FAQ

Microsoft Dynamics 365 questions.

How does Archon authenticate with Microsoft Dynamics 365?+
Through Microsoft Entra OAuth, with scoped credentials managed inside your security perimeter. Agents receive only the permissions the approved workflow requires, and credentials never leave your deployment boundary.
Can Archon agents write back to Microsoft Dynamics 365?+
Access is read and write. Write actions route through human approval queues, audit logs, dry-run validation, and rollback paths before they touch production data.
What does Archon typically run on Microsoft Dynamics 365?+
Customer records, activity sync, revenue operations. Revenue teams use this connector for pipeline hygiene, enrichment, follow-up drafting, and reporting: agents keep records current, summarize accounts before calls, and flag deals that need human attention.

Get started

Put Microsoft Dynamics 365 to work with an AI workforce.

Bring the workflow and the system owner. We will map the connector, the controls, and the first production deployment.

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