Integration

    Dynamics 365 and Volty

    Volty reads the customer's contact and account in Microsoft Dynamics 365 before it replies, and creates leads from requests when you allow it.

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    Updated

    A spare part request

    Volty reads the account, tells the customer who will quote, and proposes the lead.

    RK

    Rajesh Kumar

    Email · Customer

    We need two replacement drive belts for the CM-400 compressor on line 2. Please quote and confirm the lead time.
    Looked up Dynamics 365Miller Plastics · Key account · Alicia Chen
    VoltyHi Rajesh, thanks for the request. I've passed it to Alicia Chen, your account manager, with the part and quantity, and she will send the quote and lead time today.

    Waiting for approval

    New Dynamics 365 lead: Miller Plastics, 2 drive belts for CM-400, quote requested

    ApproveEditDecline

    Dynamics 365 account

    Miller Plastics

    Key account
    Account manager
    Alicia Chen
    Primary contact
    Rajesh Kumar
    Industry
    Plastics manufacturing
    Open leads
    1 new

    Read from Dynamics 365 during the conversation

    What Volty does with Dynamics 365

    Microsoft Dynamics 365 holds the accounts, contacts and leads for many B2B sales teams. Volty connects to Dynamics 365 with one sign-in. When a customer writes in, it can read their contact and account, so the reply knows who manages the account, and when you allow it Volty creates a lead from the request.

    • Account-aware replies

      Volty reads the contact and account before it replies.

    • Leads from requests

      A quote request becomes a lead with a summary of what was asked.

    • Questions from staff

      Colleagues ask Volty about an account in the team chat in Volty.

    • Approval on every write

      Writes start Off, and each can be set to wait for a colleague.

    A smiling man in a work jacket leaning on shelves of binders and spare parts in an equipment distributor's office.
    Requests arrive as leads with what was asked.

    A colleague asks

    Staff ask Volty about an account in the team chat in Volty.

    Sales team

    Volty · Team chat

    R

    Ravi

    Who is our contact at Keystone Foods, and is anything open with them?

    Looked up Dynamics 365Keystone Foods · Linda Ortiz · 1 open lead

    VoltyAPP

    Linda Ortiz, the procurement manager, is the primary contact. There is one open lead from September for conveyor rollers, owned by you.

    As an automation

    Describe it to Volty in a sentence; it drafts the automation and an admin turns it on.

    Parts request to lead

    1. When

      A customer emails a request

      To your sales inbox

    2. Step 1

      Volty finds the account

      And its account manager

    3. Step 2

      Creates the lead

      Approved by a colleague

    4. Step 3

      Posts to the sales channel

      With the summary

    A woman in a hard hat and safety glasses reading a tablet at a steel conveyor on a factory floor.
    Spare part requests reach the right account manager.

    How Volty connects to Dynamics 365

    An admin signs in to Dynamics 365 from the Sources page. The sign-in decides what Volty can see, and the tool switches decide what it may do.

    1. 01

      Sign in to Dynamics 365

      With the user whose access Volty should have.

    2. 02

      Turn on the reads

      Accounts, contacts and leads.

    3. 03

      Choose the writes

      Create lead and update lead start Off.

    The tools Volty gets

    Each one is a switch on the Sources page in Volty.

    • Search contactsReads
    • Read accountReads
    • Read leadsReads
    • Create leadChanges
    • Update leadChanges

    Reading tools can be turned on straight away. Anything that changes Dynamics 365 starts Off, and once on it can be set to check with staff, so each change waits for a colleague.

    Common questions

    Can Volty change records in Dynamics 365?

    Only when an admin allows it. Every tool has its own switch: tools that only read can be turned on, and tools that change a record start Off. A tool that is on can be set to check with staff, so each change waits for a colleague to approve it.

    What can Volty see in Dynamics 365?

    What the account that connected it can see. In a customer conversation Volty looks up only the customer the conversation has verified.

    How much does it cost to connect Dynamics 365 with Volty?

    Every Volty plan includes seats, active contacts and AI credits and starts with a free 7-day trial, and the plan prices are on voltade.com/pricing. Meta bills message charges separately for WhatsApp, Instagram and Messenger.

    Sign up for our 7-day trial. No credit card needed.

    Not convinced? Hear more from our CEO and Volty

    The Leonard and Volty Show · 8 October 2026

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    Meta now charges for WhatsApp replies. Here's what it means for your business, 8 October 2026