What is the Joshu Dynamics 365 connection?

Joshu connects to Dynamics 365 through Microsoft Azure OAuth and accesses the sales, customer service, or finance entities you authorize. It checks opportunity pipelines, logs customer interactions, monitors invoice statuses, and connects enterprise CRM records back to your Outlook inbox and Teams chats. You work with an assistant who has a desk, a computer, and persistent memory, not a complex enterprise portal that requires dozens of clicks for routine updates.

Is my Dynamics 365 data secure?

Yes. Every Joshu runs in its own isolated, sandboxed cloud computer. Enterprise customer records and financial data Joshu reads stay in that private sandbox. Joshu only accesses business units you authorize, and your data is never used to train public AI models.

Will Joshu overwrite Dynamics 365 accounts without asking?

Joshu drafts updates and records by default. Changing deal stages, closing opportunities, or modifying account hierarchies follows approval rules you set, protecting your enterprise audit trails.

What can Joshu access in Dynamics 365?

Only the Dynamics 365 organizations, environments, and entities approved during Microsoft OAuth setup. Joshu cannot view confidential financial ledgers or separate business units outside your authorized role.

What is the difference between Microsoft Copilot for Sales and Joshu?

Copilot for Sales suggests summaries inside single Outlook or Teams sidebars. Joshu is a dedicated teammate with memory across Dynamics 365, Google Drive, Slack, files, and past conversations. It connects multi-channel conversations to Dynamics records and tracks deal follow-through over weeks.

Do I need a paid plan?

Joshu is $95 a month with a simple flat rate. That includes your sandboxed cloud computer, a dedicated US phone number, an @joshu.me email address, eight-level cortex memory, and all tool connectors, including Dynamics 365. There are no surprise usage tiers or seat markups.

Home ConnectConnect Joshu to Dynamics 365

Connect Joshu to Dynamics 365

Connect Dynamics 365 so Joshu can track sales pipelines, update enterprise account records, and summarize customer invoice statuses.

Dynamics 365

“What sales opportunities in Dynamics 365 are scheduled to close this month?”

Joshu inspects your active opportunity pipeline, compiles forecasted deal amounts and closing dates, and leaves a brief on your desk.

“Create a new sales lead for Acme Corp from yesterday's intro email.”

Joshu extracts key decision-maker details from the message, formats the lead in Dynamics, and stages it for your review.

“Which customer accounts have unpaid invoices over thirty days in Dynamics?”

Joshu queries financial records, lists overdue balances with account owners, and stages the aging summary for your attention.

Enterprise accounts, sales opportunities, and invoice statuses in Dynamics 365 connect directly to your daily communication and executive briefings.

What Joshu does

Joshu navigates Dynamics 365 to pull account histories before customer calls, log meeting takeaways directly to contact records, and verify open invoice balances. When new enterprise prospects engage via email or conference calls, Joshu extracts qualification details, matches existing company records, and drafts new lead entries ready for validation.

What you do

Connect your Dynamics 365 environment via Microsoft OAuth and define which business entities Joshu may read and update. Choose whether lead creation and status changes require confirmation on your desk.

Why it sticks

Enterprise platforms like Dynamics 365 hold rich customer data, but navigating nested entity menus can slow down daily sales momentum. Joshu handles the lookups and record maintenance directly so you can focus on customer relationships.

Permissions and limits

Joshu accesses Dynamics 365 using Microsoft Dataverse API permissions. It respects role-based security models and organization boundaries. It cannot modify enterprise schema definitions or bypass administrative record validations.

Frequently asked questions

: Joshu connects to Dynamics 365 through Microsoft Azure OAuth and accesses the sales, customer service, or finance entities you authorize. It checks opportunity pipelines, logs customer interactions, monitors invoice statuses, and connects enterprise CRM records back to your Outlook inbox and Teams chats. You work with an assistant who has a desk, a computer, and persistent memory, not a complex enterprise portal that requires dozens of clicks for routine updates.
: Yes. Every Joshu runs in its own isolated, sandboxed cloud computer. Enterprise customer records and financial data Joshu reads stay in that private sandbox. Joshu only accesses business units you authorize, and your data is never used to train public AI models.
: Joshu drafts updates and records by default. Changing deal stages, closing opportunities, or modifying account hierarchies follows approval rules you set, protecting your enterprise audit trails.
: Only the Dynamics 365 organizations, environments, and entities approved during Microsoft OAuth setup. Joshu cannot view confidential financial ledgers or separate business units outside your authorized role.
: Copilot for Sales suggests summaries inside single Outlook or Teams sidebars. Joshu is a dedicated teammate with memory across Dynamics 365, Google Drive, Slack, files, and past conversations. It connects multi-channel conversations to Dynamics records and tracks deal follow-through over weeks.
: Joshu is $95 a month with a simple flat rate. That includes your sandboxed cloud computer, a dedicated US phone number, an @joshu.me email address, eight-level cortex memory, and all tool connectors, including Dynamics 365. There are no surprise usage tiers or seat markups.