We’re launching an AI Agent that seamlessly integrates with Dynamics 365, bringing Microsoft powered intelligence to automate meetings, enhance engagement, and close the loop on every client interaction.
Automatically generate customizable meeting summaries that directly save back to your CRM, improving clarity and action items for your clients and prospects.
• Action items are automatically captured and logged into the CRM.
• Items are smartly assigned under the correct Lead, Opportunity, or Account.
• Team members automatically notified when Action Items are assigned.
• Interactive feedback tool to evaluate meetings and store data for insights.
• Customizable templates to suit different client meetings.
• Adjust the scoring criteria to value what matters for your business.
• All features are fully integrated into the CRM Launchpad.
• Enables seamless tracking of all prospect and client interactions.
• Ensures no effort goes untracked or unmeasured.
Automatically generate customizable meeting summaries that directly save back to your CRM, improving clarity and action items for your clients and prospects.
• Action items are automatically captured and logged into the CRM.
• Items are smartly assigned under the correct Lead, Opportunity, or Account.
• Team members automatically notified when Action Items are assigned.
• Interactive feedback tool to evaluate meetings and store data for insights.
• Customizable templates to suit different client meetings.
• Adjust the scoring criteria to value what matters for your business.
• All features are fully integrated into the CRM Launchpad.
• Enables seamless tracking of all prospect and client interactions.
• Ensures no effort goes untracked or unmeasured.
Microsoft Ecosystem Native
Built entirely within your existing Microsoft’s infrastructure, ensuring compatibility and security.
Seamless Dynamics 365 Integration
Works out-of-the-box with Dynamics 365, eliminating the need for complex setup or third-party connectors.
Tailored for Organizational Fit
Our AI Agent is setup to be customized to your business, delivering a personalized, seamless experience.
Our AI Agent simplifies the power of Microsoft’s AI capabilities, making them accessible and impactful for our clients. By embedding intelligence directly into their existing systems, we empower organizations to streamline operations, improve client relationships, and set the foundation for long-term success
Download our case study to see how Amplify helped a client achieve significant operational and financial improvements through our fractional CRM services.
