Read from your Microsoft Dynamics 365 Sales account
Sign in once. Siftree reads your records and reacts to new events as they happen.
Find Contact
Search for a contact by id, name, or using a custom filter.
Get Account
Retrieve a single account by GUID.
List Appointment Categories
List Category of Appointment options for the custom attribute used by create/update appointment actions (loaded from metadata or distinct values on existing rows).
List Appointments
List appointments (full entity per row, ordered by scheduled start descending).
Account Ownership ChangedTrigger
Emit new event when the ownership of an account changes.
Account Status ChangedTrigger
Emit new event when an account is activated or deactivated.
Contact Added to AccountTrigger
Emit new event when a contact is added to an account.
New Account ActivityTrigger
Emit new event when a new task or activity is created for an account.
New Account CreatedTrigger
Emit new event when a new account is created.
New Opportunity ActivityTrigger
Emit new event when a new task or activity is created for an opportunity.
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New Opportunity CreatedTrigger
Emit new event when a new opportunity is created.
Opportunity Close Date UpdatedTrigger
Emit new event when the estimated close date of an opportunity is updated.
Opportunity Close Probability UpdatedTrigger
Emit new event when the close probability of an opportunity is updated.
Opportunity Contact ChangedTrigger
Emit new event when an opportunity's contact is changed.
Opportunity Estimated Value UpdatedTrigger
Emit new event when the estimated value of an opportunity is updated.
Opportunity Marked Won or LostTrigger
Emit new event when an opportunity is marked as won or lost.
Opportunity Ownership ChangedTrigger
Emit new event when the ownership of an opportunity changes.
Opportunity ReopenedTrigger
Emit new event when an opportunity is reopened.
Opportunity Stage UpdatedTrigger
Emit new event when the stage of an opportunity is updated.
Act
Take action in Microsoft Dynamics 365 Sales
Agents update records and send messages for you, automatically, as drafts, or after you approve.
Create Appointment
Create a new appointment linked to an account with a required attendee (system user). Use List Appointment Categories for valid category values. See the documentation and the appointment entity reference
Create Custom Entity
Create a custom entity.
Update Account
Update an existing account; only the fields you supply are sent. See the account entity reference for the full list of updatable fields.
Update Appointment
Patch an appointment; only supplied fields are sent. Use List Appointment Categories for category values. See the documentation and the appointment entity reference
Siftree is an AI platform that sales, CX, marketing, product, and strategy teams use to find, win, and keep customers.
Siftree connects calls, tickets, reviews, social, documents, video, and the systems you already use — then builds pipelines, datasets, tools, and cited insights your team and agents can operate on. Long-horizon agents keep building after you walk away.
- Describe what you need in plain language; Siftree builds pipelines, structures the data, and routes models for language, vision, audio, transcription, classification, and enrichment.
- Operate on datasets, tools, reports, and cited insights. You define the rules — what counts, how it's scored, what gets labeled.
- Marketplace: 14,824 sources across 4,169 apps and websites as of October 2026, plus any public website. Search, choose a source, and create an analysis-ready dataset without scraper maintenance.
- Native connectors for help desks, CRMs, and call recorders, plus upload and API. Audio and video are transcribed and labeled with everything else.
- Runs on a schedule or a trigger, and alerts your team in Slack when a threshold is crossed.
- Acts in your systems: writes labels and fields back to the help desk or CRM, opens issues in Linear or Jira, and drafts replies and emails. Each agent runs automatically, drafts for review, or asks first, and every action is logged.
- Ask questions of your data from Claude or ChatGPT through Siftree MCP.
- Enterprise protections: continuous verification of every request, encryption in storage and transit, privilege and identity governance, immutable activity logs.
- Teams use the eight products in place of separate point tools for prospecting data, support analytics, social listening, community triage, ad research, AI search visibility, research repositories, and competitive intelligence.