Integration ยท CRM
Sentinel and Microsoft Dynamics 365 / Dataverse.
Recognises the customer and logs every conversation. Sentinel connects to Microsoft Dynamics 365 / Dataverse so everything it does with your conversations and documents lands in the system your team already uses, with nothing copied by hand.
What you can do
- Recognise callers and senders by phone number or email
- Log calls, emails and chats on the contact
- Update records from orders and contracts
Used in
Where Microsoft Dynamics 365 / Dataverse fits in.
AI call answering
An AI receptionist that answers every business call, answers from your knowledge base and transfers to the right person with a transcript.
Sentinel ConversationsAutomated follow-ups
AI follow-up calls and emails that chase quotes, confirm appointments and check issues were resolved, then log the result in your CRM.
Sentinel ConversationsPurchase orders and forms
Sentinel reads purchase orders, delivery notes, contracts and forms, extracts the details, updates your CRM and files every original in SharePoint.
Sentinel DocumentsAlso in CRM
Use something else?
Connect Microsoft Dynamics 365 / Dataverse to Sentinel.
Sign in with your work account, or talk to Sibasi about connecting Microsoft Dynamics 365 / Dataverse.