Microsoft Dynamics 365
Carry leads into delivery

Build a working revenue desk around Microsoft Dynamics 365 leads, opportunities, orders, invoices, and cases. Turn lead records into assigned next moves, customer conversations, and qualified opportunities. Carry approved commercial details into sales orders and invoices with a tracked handoff.

Yes. SPIRITT can create opportunities from qualified lead context, carry approved scope into sales orders, and coordinate customer cases with Asana delivery work. It retains returned opportunity and case IDs. Sales-order creation returns an acknowledgment; later order amendments use a known ID supplied by your authorized order-owner handoff.

SPIRITT checks required CRM relationships before creating or updating records. Cases, invoices, and opportunities expose returned IDs; account, contact, and sales-order creation expose acknowledgments instead. Later work on those records uses IDs supplied through your authorized customer-record handoff, not an assumed lookup. Accounting payments and wider ERP operations remain separate.

SPIRITT can turn an approved inquiry into a Microsoft Dynamics 365 lead and send the first follow-up through Gmail. Replies supply confirmed contact details for lead updates; unanswered questions remain assigned to a sales owner. For invoice review, Google Sheets supplies the approved billing figures and receives source-linked discrepancies.

SPIRITT can check lead records each morning for missing contact details and reconcile invoices against your billing ledger each week. It asks owners in Slack for unresolved information, applies confirmed lead or supported invoice-field corrections, and rechecks the records. These checks run on your SPIRITT schedule, not an assumed CRM trigger.

Open a SPIRITT workspace, connect Microsoft Dynamics 365, and hand over a concrete mission such as: build a lead response desk. SPIRITT builds the workflow, connects the other tools it needs, and operates it around your rules.