# Dynamics 365 and Volty > Volty reads Dynamics 365 accounts and contacts before it replies, and creates leads from email and WhatsApp requests with approval. Volty reads the customer's contact and account in Microsoft Dynamics 365 before it replies, and creates leads from requests when you allow it. Talk to Volty · Free trial Updated 2 Nov 2026 ## 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 365 · Miller Plastics · Key account · Alicia Chen Volty Hi 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 Approve · Edit · Decline 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. Connects with One Dynamics 365 sign-in Volty reads Accounts, contacts, leads Volty can change Create and update leads, when turned on Setup A few minutes Category CRM & sales 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 365 · Keystone 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 - When · A customer emails a request · To your sales inbox - Step 1 · Volty finds the account · And its account manager - Step 2 · Creates the lead · Approved by a colleague - Step 3 · Posts to the sales channel · With the summary 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. - 01 · Sign in to Dynamics 365 · With the user whose access Volty should have. - 02 · Turn on the reads · Accounts, contacts and leads. - 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 contacts · Reads - Read account · Reads - Read leads · Reads - Create lead · Changes - Update lead · Changes 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. ## Related integrations - Salesforce CRM CRM & sales - HubSpot CRM & sales - Microsoft Teams Team chat - Outlook Email - Microsoft 365 Docs & knowledge All integrations ## Start your free trial Talk to Volty · Start your free trial 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 ### Meta now charges for WhatsApp replies The Leonard and Volty Show · 1 October 2026 ### Too busy to hire? The Leonard and Volty Show · 21 September 2026 ### From $500 chatbot jobs to agentic AI The Leonard and Volty Show · 10 September 2026 ### Your AI is a new employee The Leonard and Volty Show · 4 September 2026 ### Trust in the AI world The Leonard and Volty Show · 29 August 2026 ### Does the AI model matter? The Leonard and Volty Show · 19 August 2026 ### What are AI agents? Meta now charges for WhatsApp replies. Here's what it means for your business, 8 October 2026 ## Links - [CRM & sales](https://voltade.com/integrations?category=crm) - [Salesforce CRMCRM & sales](https://voltade.com/integrations/salesforce) - [HubSpotCRM & sales](https://voltade.com/integrations/hubspot) - [Microsoft TeamsTeam chat](https://voltade.com/integrations/microsoft-teams) - [OutlookEmail](https://voltade.com/integrations/outlook) - [Microsoft 365Docs & knowledge](https://voltade.com/integrations/microsoft-365) - [All integrations](https://voltade.com/integrations)