Enterprise CRM and ERP Workflows, Unified.
Automate lead management, order processing, and financial reconciliation across Dynamics 365 modules using natural language business rules.
Describe It in English.
It Runs Deterministically.
Overview
Sync incoming orders from the Dynamics 365 sales module to the finance module; validate credit limits and inventory; auto-confirm or hold orders and notify the sales rep with status.
Execution Steps
Capture New Orders
- Monitor Dynamics 365 Sales for newly submitted orders awaiting confirmation
- Extract customer ID, line items, quantities, and requested delivery dates
Validate Credit and Inventory
- Check the customer's available credit in Dynamics 365 Finance against the order total
- Verify inventory availability for each line item in Dynamics 365 Supply Chain
Confirm or Hold
- Auto-confirm orders that pass credit and inventory checks and push to fulfillment
- Place orders on hold if credit is exceeded or stock is insufficient and notify the sales rep with specifics
Enterprise
Use Cases
Order Validation
Automatically validate Dynamics 365 orders against credit limits and inventory, confirming clean orders and holding exceptions for review.
Accounts Receivable Automation
Match incoming payments to open invoices in Dynamics 365 Finance, post the entries, and flag unmatched payments for investigation.
Customer 360 Updates
Aggregate data from Dynamics 365 Sales, Service, and Finance to maintain a unified customer profile with real-time health scoring.
Frequently asked
questions.
Kognitos is a leading US-based artificial intelligence platform designed to transform how businesses operate by automating repetitive tasks and enhancing efficiency. Our AI automation platform allows users to automate complex business processes simply by communicating their goals in plain English. Leveraging advanced technologies like a proprietary LLM-based interpreter, Intelligent Document Processing (IDP), Optical Character Recognition (OCR), and Natural Language Processing (NLP), Kognitos enhances productivity, speed, and accuracy. Unlike traditional automation solutions that require complex coding, Kognitos offers unparalleled adaptability and scalability, empowering businesses to streamline workflows and eliminate manual tasks without extensive technical knowledge.
Process automation refers to the use of technology to automate repetitive, manual tasks within a business or organization. The goal is to streamline and optimize workflows, increase efficiency, reduce errors, and save time and resources. This can be achieved through the implementation of various technologies, such as RPA, Workflow Automation, Machine Learning and Artificial Intelligence.
Security is a core principle of Kognitos' architecture, built on state-of-the-art cloud services with strong security foundations. Critical business processes run on the Kognitos platform, and we prioritize the security of both the processes and their data. Kognitos employs serverless, cloud-based services with the principle of least privilege access. For example, a service without a need to access a database does not have access to it. Kognitos has achieved the SOC 2 Type II certification for our best-in-class security controls and compliance with the AICPA's Trust Services Criteria. Learn more
Related
Integrations
Microsoft Dynamics 365 automation questions.
What can I automate between Kognitos and Microsoft Dynamics 365?
Lead enrichment, deduplication, account hygiene, opportunity stage updates, contact lifecycle policies, territory-rule enforcement, and bidirectional sync to ERP and marketing automation tools. Kognitos reads from Microsoft Dynamics 365, applies the policy you wrote in plain English, and writes back deterministically with a full audit trail, no probabilistic LLM action.
How does Kognitos connect to Microsoft Dynamics 365?
Through Microsoft Dynamics 365's official API using scoped credentials (OAuth or API key, depending on which Microsoft Dynamics 365 supports). Kognitos stores credentials in a managed secret store with rotation; permissions are limited to what your automation actually needs.
What events in Microsoft Dynamics 365 can trigger a Kognitos automation?
Common triggers include record created or updated, opportunity moved to a new stage, lead assigned, or a custom button click. Kognitos supports both event-driven (webhook) and scheduled execution, and you can mix both inside a single automation.
Can business users build Kognitos + Microsoft Dynamics 365 automations without code?
Yes. The Kognitos Builder Agent walks you through the process in conversation; you describe what you want in English (e.g., "every weeknight, reconcile Microsoft Dynamics 365 records against the warehouse and email me anything that doesn't match") and Kognitos generates and runs the automation. No drag-and-drop, no Python, and no third-party iPaaS.
Is Microsoft Dynamics 365 data safe with Kognitos?
Yes. Kognitos is SOC 2 Type II, HIPAA-attested, ISO 27001-certified, and GDPR-aligned. Microsoft Dynamics 365 data is processed inside the customer tenant, encrypted in transit and at rest, never used to train upstream models, and every decision is captured in an immutable English-language audit log.
How do I get started with the Kognitos + Microsoft Dynamics 365 integration?
Book a 30-minute demo. We'll help you connect Microsoft Dynamics 365, pick a real bottleneck from your team's backlog, and ship a working automation written in plain English in the first session, no procurement runway required.