Let agents run your Dynamics 365 records
QX creates leads, updates opportunities, raises invoices and handles cases for you—so your team sells and supports customers instead of feeding the CRM.
Stop logging calls, chasing updates, and rekeying data between systems. Hand the CRM grind to an agent.
A CRM that updates itself
Emails, calls and meetings get summarised and written back to the right account, contact and opportunity automatically—stages move forward, next steps appear, and reps stop dreading Friday updates.
Every lead in, instantly
Inbound forms, replies and referrals are enriched, deduped and filed as proper leads or contacts—routed to the right owner with context attached, no copy-paste required.
Cases triaged on arrival
New cases get classified by severity and topic, linked to the right account, and either routed to the right team or answered on the spot with information pulled from your knowledge base.
Dynamics 365
Real workflows, built for your team
Build complex workflows in minutes that chain Dynamics 365 with the rest of your stack. Trigger them on specific events, on a schedule, or on demand.
Sales: Qualify and route every inbound lead
Prospect emails in
Triggered in Gmail
Extract intent & company
Agent step
Enrich the contact
via Clearbit
Score against your ICP rules
Agent step
Create the lead & contact
in Dynamics 365
Ping the account owner
Alert via Slack
QX agents can create leads, update opportunities, raise invoices, handle cases—and a lot more
+ 8 more actions
About Dynamics 365
Dynamics 365 is Microsoft's unified CRM and ERP suite, used by enterprises worldwide to run sales, customer service, finance and operations on a single platform. Its deep Web API, tight integration with the Microsoft stack, and enterprise-grade security make it a natural backbone for automated revenue and service workflows.
About QX Labs
QX is an AI agent platform that helps you build, run and scale AI across your team in a few clicks. Create agents that connect to your data and 1,000+ apps, building institutional memory that gets sharper every run. Then delegate tasks to them from where you already work—Slack, Teams, WhatsApp or email.
See Dynamics 365 working inside your stack
Want an AI co-worker that keeps your CRM clean and moves deals forward for you? Book a demo to walk through your use case, or get started for free.
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