Microsoft Dynamics ERP IntegrationTurn Every Customer Conversation Into Actionable Microsoft Dynamics ERP Data
Verbix.AI processes user interactions with customers and businesses and converts them into structured ERP data, intelligence, reports, and next steps for Microsoft Dynamics ERP.
What Verbix.AI Sends to Microsoft Dynamics ERP
Turn unstructured conversations into structured, actionable business data for your Microsoft Dynamics ERP environment.
AI Call Summary
Get concise AI-generated summaries with key decisions, customer requirements, commitments, and next steps.
Synced to DynamicsCustomer requested a bulk purchase order for enterprise expansion. Required capital allocated at $500,000 with execution targeted before end of next month.
Full Transcript
Capture the full conversation, separated by speaker, for review, search, compliance, and operational visibility.
Data Extraction
Automatically capture critical business information on orders, quantities, budgets, product interests, delivery schedules, and customer needs.
Conversation Insights
Identify customer intent, sentiment, topics, outcomes, action items, and follow-up needs for every conversation.
Compliance Results
Detect statements that relate to compliance, mandated disclosures, policy breakage, and key points of conversation.
Action Items & Follow-up Tasks
Automatically extract commitments, next steps, due dates, and followup actions from conversations.
Extract the Data That Matters to Your Business
Verbix.AI captures conversation details and transposes the information to the specific Microsoft Dynamics ERP records.
Banking
Dynamics 365 ERP Ready
Business Financing & Financial Requests
“We require the sum of $500,000 for operational expansion. We need the money by the close of next month. ”
POSTED TO DYNAMICS 365UpdatedAutonomous ERP Intelligence That Powers Operations
Eliminate manual notes and clerical latency with synchronized conversation-to-ERP automation.
Save Time
Automate post-conversation data entry and reduce repetitive administrative work.
Improve Accuracy
AI scrapes key business data in a consistent manner from conversations with customers.
Real-Time Sync
Get conversation insights pushed into your ERP workflows in real time — no manual updates required.
Better Decisions
Turn unstructured conversation data into structured operational intelligence for better, faster business decisions.
Map AI Insights to Your Microsoft Dynamics ERP Fields
Select the conversational data Verbix.AI will extract and map to the ERP records and fields that are higher priority to your business.
Map To Microsoft Dynamics ERPMicrosoft Dynamics ERP RecordDynamics 365 ERP applications are built for finance, supply chain, project operations, human resources, commerce, and Business Central and the page can be used to demonstrate the integration across a number of different ERP workflows.
From Conversation to ERP in Minutes — Without Manual Work
Verbix.AI takes care of the entire post-call workflow.
Conversation Happens
Customers, partners, salesforces, and support agents interact over your current telephony or contact center.
AI Transcribes the Call
Verbix.AI turns the conversation into exact text, with speakers identified.
AI Summarizes & Extracts Data
AI identifies key business information like customer needs, products, quantities, budgets, timeframes, order information, and action items.
Data Posted to Microsoft Dynamics ERP
Extracted information is mapped to the relevant ERP records and fields.
Workflow & Actions Triggered
Subsequent tasks, action items, record updates, notifications, and business processes can be triggered based on the derived conversation insights.
Key Benefits
Enable sales, customer service, finance, procurement and operations staff to benefit from automated conversation intelligence powered by Microsoft Dynamics ERP.
Increase Agent Productivity
Reduce manual data entry with every customer or business conversation.
Capture Customer & Business Intent
Capture key requirements, commitments, orders, timelines, and next steps – not just manual notes.
Improve ERP Data Accuracy
Turn unstructured conversation data into structured data that can be used to update relevant records within a Dynamics ERP system.
Faster Follow-ups & Better CX
Enable teams with the right information to respond more swiftly and keep customers experiencing better service.
Drive Automation & Operational Efficiency
Integrate conversation intelligence into your business processes to minimize redundant tasks and speed up workflows.
Customer Success Stories
Trusted by Enterprise Sales & Operations Teams Worldwide.
Find out why enterprises improve fulfillment speed, data fidelity, and operational efficiency with Verbix.AI and Microsoft Dynamics ERP.
Frequently Asked Questions
Yes. Verbix.AI can be seen as a conversation intelligence layer that turns conversations into structured business insights for Microsoft Dynamics ERP workflows.
Yes. Verbix.AI listens to conversations, then creates a summary with the key requirements, decisions, customer intent and actions to be followed up.
Yes. Verbix.AI can extract data like products, quantities, budgets, timeframes, delivery needs, customer information, and next steps.
Yes. The extracted conversation attributes can be linked to the appropriate ERP records and fields based on the established business process.
Yes. Action items identified in conversations may be created as tasks, update records, note activities, and start configured workflows.
Configure Verbix.AI to meet your organization’s security, access control, encryption, and compliance needs.
Connects with tools you already use
Verbix integrates seamlessly with your favorite ERP, CRM, helpdesk, and telephony applications to automate workflows.
