Does Hubi only see what my user role allows?

Yes. Hubi acts as you through OAuth, so it can read and write exactly the entities and records your Dynamics 365 security role permits - nothing beyond your own access.

Will Hubi change a record without me approving it?

No. Creating or updating accounts, contacts, and opportunities is treated as a change, so Hubi shows you what it will write and waits for approval. Lookups run on their own.

Can Hubi work with custom entities and fields we've added?

[[VERIFY: how Hubi resolves custom/extended entities and fields in a given org]] Dynamics 365 lets organizations add custom entities; tell Hubi the entity and field names so it targets the right ones, and confirm the write before it runs.

Can Hubi connect Dynamics 365 with my Shopify store?

Yes. You can chain Dynamics 365 with Shopify and other connected tools in one instruction - for example, creating a CRM contact whenever a high-value Shopify order comes in.

Which Dynamics 365 apps does this cover?

[[VERIFY: exact set of Dynamics 365 apps/modules exposed - Sales, Customer Service, Finance, etc.]] Dynamics 365 spans CRM and ERP modules; Hubi works with the accounts, contacts, opportunities, and records your connected environment exposes.

All Integrations

Dynamics 365

Productivity Sales & CRM CRM Project Management

Dynamics 365 holds your accounts, contacts, and pipeline, but updating a record or checking an opportunity means digging through forms and views. Hubi looks up accounts and contacts, creates and updates records, and reports on open opportunities from a plain request - the lookups and edits happen in a sentence.

16 tools available

USE CASES

How businesses use Dynamics 365 + Hubi AI

Real automation scenarios powered by this integration.

🔎

Pull up an account and its contacts

Name a company and Hubi finds the Dynamics 365 account, its key contacts, and recent activity.

Get AccountList ContactsGet Record

📝

Log a new contact from a conversation

Tell Hubi who you just met and it creates the Dynamics 365 contact linked to the right account.

Create ContactCreate AccountUpdate Record

📈

Update an opportunity's stage or value

Tell Hubi the deal and the change and it updates the Dynamics 365 opportunity after you confirm.

Update OpportunityGet OpportunityList Opportunities

🛍️

Turn a Shopify buyer into a CRM record

When a notable Shopify order lands, Hubi creates the matching Dynamics 365 account or contact for follow-up.

Create AccountCreate ContactUpdate Record

HOW IT WORKS

Get started in 3 steps

No workflows to build. Just connect, chat, and automate.

Connect Dynamics 365

Authorize your account with one click. Hubi AI gets secure access to 16 tools.

Talk to your agent

Describe what you need in plain language. Your AI agent understands context and picks the right tools.

Watch it work

The agent reads, sends, labels, and organizes on your behalf - no manual setup required.

Everything you need to know about Dynamics 365 + Hubi AI

The Hubi AI Dynamics 365 integration connects your tools and data to your AI marketing agents. Start automating workflows in minutes.

Hubi connects through Microsoft's OAuth, so you authorize it with your own Dynamics 365 login. It works within the permissions your account has and never sees your password.

Ready to connect Dynamics 365 to Hubi AI?

Start automating your workflows in minutes. No credit card required.