Keep Dynamics 365 as your system of record. Your team asks Workd for balances and stock and places orders out loud, and Workd follows up with customers on its own. Everything lands in Dynamics.
What syncs with Dynamics 365
Dynamics 365 brings serious ERP to mid-market companies. Business Central covers strong financials and distribution, Finance and Operations handles complex multi-entity work, and both fit the rest of the Microsoft stack.
Microsoft’s AI focuses on Copilot: productivity help and analytics. Customer-facing work like voice order entry, AR follow-up calls and reactivation is the layer Workd adds on top of your Dynamics data.
Your team talks to their Workd agent the way they would talk to a colleague. Workd does the typing.
✓Sales order created in Dynamics with their pricing
✓Answered from Dynamics AR
✓Read from Dynamics items and locations
✓Dormant accounts found and reactivation calls queued
Field sales places orders by voice straight into Dynamics, with pricing and stock checked as they talk.
Workd calls overdue accounts, knows their payment history from Dynamics and collects commitments.
Workd finds dormant accounts and reaches out before they are gone.
Balances, orders and stock without navigating screens or building reports.
Workd watches Dynamics data and tells the right people about important patterns.
Customers check orders and invoices any hour by phone or chat, from your Dynamics data.
Microsoft’s cloud ERP with strong financials and distribution capabilities.
Enterprise Dynamics for complex, multi-company and global operations.
Workd fits the Microsoft tools you already run.
No. Dynamics 365 stays your system of record. Workd reads from it and writes orders, notes and updates back.
Business Central and Finance and Operations. For Dynamics 365 Sales as a CRM, see our Dynamics 365 Sales page.
No. Copilot helps your people be productive. Workd handles the customer-facing work: calls, orders and follow-up.
Most teams are live in two to four weeks. We confirm the details for your Dynamics tenant on the demo.
Distributors from $5M to $1.5B run their sales, orders and deliveries on Workd. Live on the ERP you already run in two to four weeks.
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