Dynamics 365 Sales· Overview
AI agents for Dynamics 365 Sales implementations
superglue's agents do the hours of work in a Dynamics 365 Sales implementation, from discovery workshops to handover. Your consultants make the decisions and approve every write.
superglue covers the entire Dynamics 365 Sales implementation lifecycle
- 01Implementation planTurns the statement of work into tasks, owners and dates.
- 02DiscoveryTurns workshops, calls and emails into requirements and decisions.
- 03Data assessmentCounts and tests the legacy data, and reports if it is ready to move.
- 04Solution designDrafts the fit-gap and the design, checked against the client's account.
- 05ConfigurationSets up the signed design through the API, in the sandbox first.
- 06Data mappingProposes the mapping and produces transformed files the client signs.
- 07Data migrationLoads approved batches with saved tools and reconciles every load.
- 08Testing and UATWrites the test scripts, runs system tests and tracks UAT with the client.
- 09CutoverWrites the runbook, runs the final loads and prepares the go/no-go call.
You stay in control of the client's systems
Every write waits for you
The agent reads the client systems freely. It writes only after you approve the change.
Sandbox first
Configuration and loads run in a sandbox, and production repeats what you tested there.
No AI at run time
Loads and syncs run as saved tools, so they give the same result every time.
A trail the client can audit
Every run is recorded with its input, each step's result and its output.
Frequently asked questions
How does superglue work with our consultants?
superglue works alongside your team. The agent takes on the repetitive work, such as reading documents, drafting, mapping, loading and reconciling. Your consultants keep the client relationship and the decisions, and they approve every change to a client system.
Can we use our own implementation method?
Yes. Write your firm's method as a playbook, and every consultant and every session follows it. The documents the agent produces carry your firm's branding.
Which systems can we migrate from into Dynamics 365 Sales?
Common sources are Salesforce, HubSpot, Dynamics CRM on-premise, Pipedrive and spreadsheets. The agent also reads Excel, CSV and XML exports and most systems with an API or a database.
Is client data safe?
superglue holds a SOC 2 Type 2 report and works under GDPR. Credentials are encrypted with AES-256. On the Enterprise plan, superglue can run on your own infrastructure.
How do we start?
Start with one live Dynamics 365 Sales project. Connect the client's systems, give the agent the statement of work, and run the first steps together with us.