Connect Microsoft Dynamics 365 so readywhen sees the deals you’re really betting on.
Reliably captures every customer commitment logged in Microsoft Dynamics 365. Then brings the work back for your approval.
30-second setup · OAuth · SOC 2
What commitments does readywhen catch in Microsoft Dynamics 365?
Every "I'll send the proposal", "I'll loop in legal" promise made in Microsoft Dynamics 365 — captured and actioned for you.
-
In an opportunity note. "I'll send security pack Friday." readywhen drafts the email.
-
In an account task. "Loop in legal on MSA." Pings legal.
-
In a deal stage. "Need approval on discount." Drafts the approval.
How VPs and C-levels use readywhen with Microsoft Dynamics 365
The kinds of leadership commitments readywhen picks up in Microsoft Dynamics 365 — and exactly what it does about them.
| Where it happens | What you said | What readywhen does |
|---|---|---|
| Forecast opportunity | "I'll personally call top 5." | Surfaces the top 5. |
| QBR account | "I'll bring exec sponsor." | Drafts the briefing. |
| Renewal opportunity | "I'll send proposal." | Drafts the proposal. |
| Pipeline review | "I'll inspect at-risk." | Surfaces at-risk. |
| Board metrics | "I'll share pipeline." | Drafts the pipeline summary. |
How to connect Microsoft Dynamics 365 to readywhen
Thirty seconds. OAuth. No new tool to learn — readywhen sits on top of Microsoft Dynamics 365.
- Click "Connect Microsoft Dynamics 365" in your readywhen workspace.
- Approve OAuth. readywhen only reads records you already have access to.
- Choose which pipelines or accounts readywhen should track.
Is the Microsoft Dynamics 365 connector secure?
Yes. SOC 2 Type II and ISO 27001 certified. GDPR-compliant. readywhen never trains on your data.
- Only sees what you already see. readywhen inherits your Microsoft Dynamics 365 permissions. If someone can’t access something in Microsoft Dynamics 365, neither can readywhen.
- Access only where installed. readywhen inherits your Microsoft Dynamics 365 record-level permissions. If a user can't see a record in Microsoft Dynamics 365, neither can readywhen.
- Never trains on your data. Your Microsoft Dynamics 365 data is never used to train, fine-tune, or improve any AI model — ours or any third party’s.
- Enterprise security standards. SOC 2 Type II and ISO 27001 certified. Encrypted in transit and at rest. GDPR-compliant with a Data Processing Agreement available on request.
- You stay in control. Admins choose what readywhen can access, and can audit or disable it at any time. Uninstall the Microsoft Dynamics 365 integration or revoke access in readywhen, and we stop accessing your data.
Commonly used with Microsoft Dynamics 365 and readywhen
Work rarely stays in just Microsoft Dynamics 365. readywhen picks up your commitments no matter where they happen.
Microsoft Dynamics 365 connector FAQ
1. Will readywhen change records in Microsoft Dynamics 365?
Only with your approval. It can prepare updates — note logging, stage changes, follow-up tasks — and waits for you to confirm.
2. Will it expose data my reps shouldn't see?
No. readywhen inherits your Microsoft Dynamics 365 record-level permissions exactly.
3. Will readywhen post or send anything in Microsoft Dynamics 365 on my behalf?
Not without your approval. readywhen reads to understand context and prepares drafts. Anything that goes out is reviewed by you first.
4. Does readywhen train AI models on our Microsoft Dynamics 365 data?
No. Your Microsoft Dynamics 365 data is never used to train, fine-tune, or improve any AI model — ours or any third party's.
5. Can I disconnect Microsoft Dynamics 365 at any time?
Yes. Uninstall the integration or revoke access in readywhen, and we stop accessing your data immediately.
6. How long does setup take?
30 seconds for personal install. If your workspace requires admin approval, it depends on how long your admin takes to approve it.