wopie.

Dynamics365 AI agent for Slack and Teams

Put Wopie to work in Dynamics365.

Wopie adds leads, cases and orders in Dynamics365 and tells you what changed in your sales and service work.

Hire for free

$100 in credits · No card needed

# sales-ops

Daniel in #sales-ops

@wopie which leads came in this week and who owns them?

Wopie Quoted 70 credits before starting

19 new leads. Eleven came from the website and eight from the trade show. Four have no owner yet.

Used 62 credits·Answered in #sales-ops

How Wopie works with Dynamics365.

Wopie is an AI agent that works in Dynamics365 for you. You ask in Slack or Microsoft Teams. It looks up leads and invoices, adds accounts and contacts, opens cases and updates opportunities and sales orders. It uses your own fields and stages. Changes to invoices and orders wait for your OK.

  1. 1Ask in a channelWrite what you need in Slack or Microsoft Teams, the way you'd ask a teammate. No setup in Dynamics365.
  2. 2Wopie does the workIt tells you the credits first, then works in Dynamics365 and your other tools, and posts the result in the thread.
  3. 3You stay in chargeAnything that reaches a customer, moves money or deletes data waits for your OK.
Works in
Slack and Microsoft Teams
Connects
Sign in to Dynamics365 once
Category
Sales & CRM
What it can do
16 Dynamics365 actions: 1 look things up, 15 make changes
Price
$100 in free credits, then pay per job

Wopie uses Dynamics365 with your other tools.

Ask for a result that needs more than one tool. Wopie pulls from Dynamics365, checks the rest and hands back one finished answer.

Everything Wopie can do in Dynamics365.

16 Dynamics365 actions, in plain words. You never pick them yourself: ask for the result and Wopie chooses. 1 only look things up. The rest make changes, inside the access you give it.

  • Create accountChanges
  • Create caseChanges
  • Create contactChanges
  • Create invoiceChanges
  • Create leadChanges
  • Create opportunityChanges
  • Create sales orderChanges
  • Dynamicscrm get a invoiceChanges

    Dynamicscrm get a invoice.

  • Dynamicscrm get a leadChanges

    Dynamicscrm get a lead.

  • Dynamicscrm get all leadsChanges

    Dynamicscrm get all leads.

  • Get all invoices actionLooks up

    Get all invoices action.

  • Update caseChanges

Safe in Dynamics365 by default.

  • Only what you share

    Wopie sees only what your Dynamics365 connection allows, and never more than the person who asked.

  • Asks before it acts

    Looking things up runs on its own. Anything that reaches a customer, moves money or deletes data waits for your OK.

  • Every step on record

    Each change it makes in Dynamics365 is logged, with who asked and who approved it.

How Wopie stays safe

From owners using it

What owners are saying.

  • “Wopie.ai has transformed how I run the agency. Enquiries, follow-ups and everyday admin are easier to stay on top of, freeing me to focus on our clients and growth. It's simple to use, and the entire operation now runs more smoothly.”

    Harcourts · Real estate

  • “Wopie.ai has genuinely changed how I run Aster Stayz. It saves me hours on everyday tasks, giving me more time to care for our guests and grow the business. It's simple to use and has made the entire operation feel far more manageable.”

    Aster Stayz · Short-term rentals

More Sales & CRM integrations.

Wopie works in 3,200+ apps, and can use several in one job.

Browse all integrations

Dynamics365 integration

Dynamics365 questions, answered.

Yes, inside your access. Changes to orders and invoices wait for your OK.

Dynamics365 and its logo belong to their owner and are shown only to say the two work together.