Ravical &
Microsoft Dynamics 365
Connect your agentic AI directly to Microsoft Dynamics 365 and unlock instant access to CRM data, sales pipelines, and client relationship records—powering smarter, data-driven advisory workflows.
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Microsoft Dynamics 365
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Microsoft Dynamics 365 reads CRM and business data to enrich client intelligence and surface advisory opportunities
Ravical connects to Microsoft Dynamics 365 via the M365 ecosystem, reading client records, business data, opportunity pipelines, and interaction history. AI agents use Dynamics 365's rich CRM data to identify advisory triggers and coordinate delivery across service lines and offices.
Rich client intelligence | Dynamics 365's comprehensive client data gives Ravical agents deep context for generating relevant, personalized advisory recommendations
Business event triggers | CRM activity, pipeline changes, and business milestones in Dynamics 365 surface timely advisory opportunities across your client portfolio
M365 ecosystem integration | Ravical connects Dynamics 365 data with M365 Calendar, Outlook, and Teams for a complete, unified client context picture
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From enterprise CRM to advisory engine: Microsoft Dynamics 365 and Ravical working together
Microsoft Dynamics 365 is your firm's central client intelligence hub. Ravical activates that intelligence for advisory revenue. Together, they create a powerful, enterprise-grade advisory identification and delivery system built entirely within your existing Microsoft infrastructure.
Enterprise-scale advisory coverage | Ravical scans the full Dynamics 365 client portfolio for advisory triggers, ensuring systematic coverage across every relationship and service line
Coordinated advisory delivery | Ravical uses Dynamics 365 data to coordinate advisory across offices, ensuring integrated advice reaches clients from the right experts
M365-native infrastructure | Leverages your existing Dynamics 365 and Azure investment within your firm's security boundary — no additional data exposure or infrastructure required
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