What flo.space prepares with Dynamics 365 Sales
Prepares the opportunity update and the customer message together, on one approval.
- Prepare the Dynamics 365 Sales record update a conversation just made necessary
- Draft the next touch on a deal that has gone quiet
- The record changes when you approve it, and not before
What it reads, and what it can write
Reads · read-only to start
Only the Dynamics 365 Sales data you connect, within the OAuth scopes you approve. flo.space reads the context it needs to prepare an action and nothing beyond it.
Writes · only on approve
Nothing writes back to Dynamics 365 Sales until you approve it. On approval, flo.space performs the exact action you reviewed, and logs it to the audit trail.
Dynamics 365 Sales in your stack
flo.space groups Dynamics 365 Sales under crm & pipeline. Connect it and the actions it informs land in the same queue as everything else, each one carrying the records it was built from and the reasoning behind it, waiting on your approval.
Connect the rest of your stack
Put Dynamics 365 Sales on approve
Connect Dynamics 365 Sales read only and let flo.space prepare the first wave of actions. Nothing sends until you approve.