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ClickRuntime

Automate Dynamics 365

Keep your Dynamics 365 pipeline moving without living in the CRM. New leads, stalled opportunities and the records that need attention come to you by email on the schedule you pick, so owners follow up while it still counts. Describe what you want to your AI assistant, check what it will do, and it keeps running with your laptop closed.

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Try asking

Create a ClickRuntime automation: every weekday at 8am, email me the leads created in Dynamics 365 yesterday with name, company, owner and lead source.

Paste it into your assistant. It tells you what it will send or change before it runs live.

Ideas

What you can automate in Dynamics 365

A morning list of yesterday's new leads and a weekly warning about opportunities that have gone quiet. These are ready-made starting points. Anything else you can describe works too.
Daily

Get yesterday's new Dynamics 365 leads by email

Each morning you see every lead created the day before, with its owner and source, in one email.

See how it works
Weekly

Get alerts about Dynamics 365 deals nobody has touched

Each week you see the open opportunities that haven't changed in 30 days, grouped by owner, before they go cold.

See how it works Your own logic

Any other automation you can describe in words

Your own rules, schedule and AI steps with Dynamics 365, plus any other app. Describe it and your assistant builds it.

See how to build your own

Build your own

Build any Dynamics 365 automation you can describe

The ideas above are ready-made starting points, not a fixed list. Describe what Dynamics 365 should do in your own words, with your conditions, other apps or an AI step, and your assistant writes it, tests it and runs it on ClickRuntime.

  • Your own rules

    Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.

  • Any number of apps

    One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.

  • AI where it helps

    Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.

  • On a schedule or on each event

    Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

For example, ask your assistant

Every day, find Dynamics 365 opportunities over $50,000 with no activity in 14 days and send me a list with the owner names.

When a Dynamics 365 opportunity is marked Won, post the account name and value in a Microsoft Teams channel.

When a new lead is created in Dynamics 365, have AI score it from the company details, update the lead rating, alert the owner in Microsoft Teams and email them a summary in Outlook.

Beyond chat

Have Dynamics 365 work when you're not in the chat

Connecting Dynamics 365 to ChatGPT or Claude lets you ask about it while you chat. ClickRuntime handles the part that should happen on its own: checks on a schedule and actions on each new event, set up from the same chat and running after you close it.

Setup

Connect Dynamics 365

You connect Dynamics 365 with your own Entra app registration, added to your environment as an application user. The security role you give it decides what it can read and change.

Dynamics 365

CRM / ERP

  1. In Microsoft Entra, open App registrations, create a single-tenant registration and add a client secret (a certificate also works).
  2. In the Power Platform admin center, open Environments, pick your environment, then Settings, Users + permissions, Application users.
  3. Choose New app user, select your app registration and assign a security role. A custom role limited to the tables you need is best.
  4. In the ClickRuntime dashboard, open Connections, choose Dynamics 365 and enter the tenant ID, client ID, client secret and your org URL (like https://yourorg.crm.dynamics.com).

Good to know

Dynamics 365 limits that affect automations

  • What an automation can do depends on the security role you gave the app user. If a table isn't in the role, the automation can't see it.
  • Don't add the Access Dynamics 365 as organization users permission to the app registration. Application users don't need it.
  • The connection is tied to one environment's org URL. To work with another environment, add the app user there and connect it separately.

FAQ

Questions about automating Dynamics 365

What can ClickRuntime see in Dynamics 365?
Only what the security role on your app user allows. Give it read access to leads and opportunities for digests and alerts, and write access only if you want it to update records.
Why an application user instead of my own login?
It runs on its own without your password, you can limit it to a custom role, and you can remove it at any time in the Power Platform admin center.
Can I use a certificate instead of a client secret?
Yes. Dynamics accepts either for an app registration, so use whichever your organisation's policy prefers.
How up to date are the digests?
They query Dynamics at the time you schedule, like 8am each morning, so they reflect the records as they were then.
Do I need AI for Dynamics 365 automations?
No. Lead digests and stale-deal alerts run without it. Anything that summarises or scores records uses the AI that comes with every ClickRuntime plan, so you don't need your own AI key.
Is this a Dynamics 365 connector for ChatGPT or Claude?
Not for chatting with Dynamics 365 data. A chat connector lets your assistant read and change Dynamics 365 while you're in the conversation. ClickRuntime is for the work that should happen without you: you set up an automation from the chat once, and it keeps running on a schedule or on each Dynamics 365 event.

Related pages

Keep exploring

Tell your assistant what Dynamics 365 should do

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