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What This Tool Does
Real examples of how the connector helps your AI agent take action; like sending messages, updating records, or syncing data across tools.
Real-Time Lookup
Fetch contact, lead, or opportunity data instantly to inform follow-ups.
Example
"Find opportunity value for Deal ID #4532."
Memory Recall
Retrieve history of communications, activities, or pipeline stages.
Example
"Show all past notes for customer XYZ Corporation."
Instant Reaction
Act on lead stage changes or incoming form submissions.
Example
"Notify account manager when a lead converts to opportunity."
Autonomous Routine
Review and update pipeline status on a regular cadence.
Example
"Run a daily check on all stale opportunities and flag for review."
Agent-Initiated Action
Create records, update opportunity status, or assign accounts automatically.
Example
"Move deals with no activity in 7 days to 'On Hold' status."
Connect with Apps
See which platforms this connector is commonly used with to power cross-tool automation.
Microsoft Teams
Collaborate on sales activities and share updates
Outlook
Synchronize emails and calendar events with sales records
Power BI
Visualize sales data and generate reports
Try It with Your Agent
Retrieve all open sales opportunities in Microsoft Dynamics 365 Sales Hub that are closing this month and update their status to 'In Progress' if recent customer contact was made.
How to Set It Up
Quick guide to connect, authorize, and start using the tool in your Fastn UCL workspace.
1
Connect Microsoft Dynamics 365 Sales Hub in Fastn UCL: Navigate to the Connectors section and select Microsoft Dynamics 365 Sales Hub.
2
Authenticate using your Microsoft account credentials with appropriate permissions for sales data access.
3
Enable the actions “create_record” and “update_record” to allow the AI agent to manage sales data.
4
Use the AI Agent to create or update a record by issuing relevant prompts.
Why Use This Tool
Understand what this connector unlocks: speed, automation, data access, or real-time actions.
