Ever lose a lead because there wasn’t time to log their details? Sounds familiar? Most sales teams don’t lose customers because their offer is bad — they lose them because the data is scattered: in an email, in a notebook, in a WhatsApp message. Microsoft Dynamics 365 Sales CRM solves exactly this problem – and Grepton’s AI solutions take it one step further.
The data is scattered: in emails, notes, spreadsheets – pieced together by hand.
Grepton AI recognizes everything, and keeps it all in one place, organized.
What can Dynamics 365 Sales CRM do on its own?
The system offers full customer and lead records, an automated sales pipeline, and native Outlook, Teams and LinkedIn integration. The built-in Copilot already suggests next steps on its own, drafts email replies, and even detects sentiment during calls.
Grepton AI CRM: where the data finds its own place
Grepton AI extends the built-in Copilot’s capabilities with automations tailored to your own business processes: it turns incoming documents, messages and notes into linked CRM records. Click an input in the diagram below to see what happens to it.
Document to CRM record in a single click: an incoming PDF, Word or Excel file, or even a photo of a business card, is enough for the system to create the matching Dynamics 365 record – a request for quote becomes a sales opportunity, a contract becomes a contract record, a photo becomes a contact card. An email instantly becomes a sales opportunity: the AI recognizes the company, the contact, the need and the estimated value. The various channels – WhatsApp, Facebook, Instagram, webchat, Teams – appear in a single, clear customer history. And a meeting note or a recording transcript automatically generates deadline-based tasks with owners.
The point of the process is that Grepton AI isn’t a separate tool — it’s built into everyday work: no matter which channel the information arrives from, the system recognizes it, organizes it, and links it to the right CRM record – without anyone having to type it in by hand.
What Grepton AI does in four concrete situations:
An incoming PDF, Word or Excel file — or even a photo of a business card — is enough for the system to create the matching Dynamics 365 record. A request for quote becomes a sales opportunity with line items, a contract becomes a contract record, and a photo becomes a contact card – no manual data entry required.
The AI recognizes the company, the contact, the business need and the estimated value, then creates the matching record in a single click. No lead is ever lost because the data didn't make it into the system in time.
WhatsApp, Facebook, Instagram, webchat, or a Teams meeting – information from every channel appears on a single, clear timeline as a structured lead, opportunity, or case record.
A meeting note, a recording transcript, or a free-text summary automatically turns into tasks with deadlines and owners, linked directly to the right sales opportunity – instead of staying buried in a separate OneNote file.
Why does this matter in practice?
Less manual administration means salespeople spend more time with customers and less time filling in the system. Managers get a more accurate, real-time picture of the sales process, since no data is left behind in a notebook or a forgotten email thread.
This holds true even if a customer reaches out through five different channels – the AI organizes all of them into a single timeline. Try it below: toggle the channels on and off, and see what happens.
5 channels → 1 unified customer history
The point of the process is that Grepton AI isn’t a separate tool — it’s built into everyday work: no matter which channel the information arrives from, the system recognizes it, organizes it, and links it to the right CRM record.
Let's get started together
As an official Microsoft partner, Grepton sets up the AI solutions tailored to your own custom fields and business processes – from the first step to day-to-day operation.
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