Microsoft Dynamics 365 Sales AI agent for Slack and Teams

Put Wopie to work in Microsoft Dynamics 365 Sales.

Wopie finds accounts in Microsoft Dynamics 365 Sales, books customer meetings and keeps records up to date.

Hire for free

$100 in credits · No card needed

# sales

Marcus in #sales

@wopie pull up everything on Fabrikam

Wopie Quoted 50 credits before starting

Fabrikam: 4 contacts, owner is Marcus, last meeting on 14 October. The main contact is Elena Ruiz.

Used 46 credits·Answered in #sales

How Wopie works with Microsoft Dynamics 365 Sales.

Wopie is an AI agent that works in Microsoft Dynamics 365 Sales for you. You ask in Slack or Microsoft Teams. It finds an account or contact, lists your upcoming meetings, books a new appointment and updates account details. It uses the fields you already have. Changes to many records at once wait for your OK.

1Ask in a channelWrite what you need in Slack or Microsoft Teams, the way you'd ask a teammate. No setup in Microsoft Dynamics 365 Sales.
2Wopie does the workIt tells you the credits first, then works in Microsoft Dynamics 365 Sales and your other tools, and posts the result in the thread.
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 Microsoft Dynamics 365 Sales once
Category: Sales & CRM
What it can do: 12 Microsoft Dynamics 365 Sales actions: 8 look things up, 4 make changes
Price: $100 in free credits, then pay per job

Wopie uses Microsoft Dynamics 365 Sales with your other tools.

Ask for a result that needs more than one tool. Wopie pulls from Microsoft Dynamics 365 Sales, checks the rest and hands back one finished answer.

Everything Wopie can do in Microsoft Dynamics 365 Sales.

12 Microsoft Dynamics 365 Sales actions, in plain words. You never pick them yourself: ask for the result and Wopie chooses. 8 only look things up. The rest make changes, inside the access you give it.

Create AppointmentChanges
Create a new appointment linked to an account with a required attendee.
Create custom entityChanges
Create a custom entity.
Find contactLooks up
Search for a contact, name, or using a custom filter.
Get accountLooks up
Gets a single account by GUID.
List accountsLooks up
List accounts with selected fields.
List Appointment categoriesLooks up
List Category of Appointment options for the custom attribute used by create/update appointment actions.
List appointment Category optionsLooks up
Gets available options for the Category of appointment field.
List appointmentsLooks up
List Solution optionsLooks up
Gets available options for the Solution field.
Search accountsLooks up
Search accounts by company name using contains.
Update accountChanges
Update an account; only the fields you supply are sent.
Update AppointmentChanges
Patch an appointment; only supplied fields are sent.

Safe in Microsoft Dynamics 365 Sales by default.

Only what you share
Wopie sees only what your Microsoft Dynamics 365 Sales 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 Microsoft Dynamics 365 Sales 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