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ZUUZ works inside Microsoft Dynamics 365.

Your reps live in Outlook. Your deals live in Dynamics 365. ZUUZ connects the two: it turns the emails, calls and meetings on connected mailboxes into leads, contacts, opportunity stages, next steps and risk flags in Dynamics 365, and updates the records for you, with one-click undo. No add-on for reps to learn, and no Copilot license needed. Built for the MSPs, resellers, distributors and IT vendors that run on Microsoft.

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  • Bi-directional sync
  • One-click rollback
  • Manual entries win

What syncs into Dynamics 365

From the thread to your Dynamics 365

  • Lead and contact records

    created at email arrival, deduplicated against existing accounts, routed to the right owner.

  • Opportunity stages and close dates

    updated from actual thread progression.

  • Next steps as Dynamics 365 tasks

    extracted from commitments made in writing.

  • Risk flags

    stalls, objections, stakeholder changes, each with source and recommended action.

  • Renewal and expansion signals

    surfaced on existing accounts.

How the integration works

Connect, read, write

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Why it matters

Built for Microsoft shops

  1. 01

    No add-on for reps to install or learn, and no Copilot license required.

  2. 02

    Manual entries take precedence. ZUUZ updates Dynamics 365 automatically, and the change history shows both sources on the record.

  3. 03

    ZUUZ runs the same way on Salesforce, HubSpot, Zoho, Attio and Pipedrive, and on several CRMs at once. No deeper single-vendor lock-in. Compare on ZUUZ vs. CRM-native AI.

  4. 04

    See the whole loop on How It Works, or start a 30-day trial on your own inbox.

Works with your crm

One signal layer, whichever CRM you run

ZUUZ writes into Salesforce, HubSpot, Dynamics 365, Zoho, Attio, or Pipedrive. Across more than one at once if your stack changes after an acquisition or consolidation. The intelligence layer, its scoring, and its history move with you.

  • One-click rollback
  • Audit trail

ZUUZ also connects to meetings, calls, LinkedIn, and outreach tools. See every integration →

ZUUZ writes the fields, with one-click rollback

FAQ

Frequently asked questions

Still curious? Talk to the team.

01Does ZUUZ need a Dynamics 365 add-on or a Copilot license?

No. ZUUZ connects to Dynamics 365 through its standard API and works inside your environment. There is no add-on for reps to adopt, and you don’t need Microsoft Copilot.

02Will ZUUZ overwrite fields our reps update by hand?

No. Manual entries take precedence. ZUUZ updates Dynamics 365 automatically, and the change history shows both sources on the record.

03Which Dynamics 365 records does ZUUZ update?

Leads, contacts, accounts, opportunities (stage and close date), tasks for next steps, and risk flags. Custom field mappings are set up at onboarding.

04Does ZUUZ work with Outlook and Microsoft 365?

Yes. ZUUZ connects to Outlook and Exchange mailboxes through Microsoft 365 OAuth, so no passwords are stored. It also works with Gmail if part of your team uses Google Workspace.

05Can we run ZUUZ on Dynamics 365 and another CRM at the same time?

Yes. ZUUZ works across more than one CRM at once, for example Dynamics 365 and HubSpot after an acquisition, with one change history across both.

06Can we undo a change ZUUZ makes in Dynamics 365?

Yes. Every change is logged with what changed, when, and the email it came from, and any change can be rolled back in one click.

07How long does it take to set up ZUUZ with Dynamics 365?

Most teams see their first findings within 72 hours of connecting a mailbox and Dynamics 365. Full field mapping usually takes one to two weeks.

08Does ZUUZ also sync to ConnectWise PSA?

Yes. When a deal is won, ZUUZ sends the customer’s company and contacts to ConnectWise PSA, so Dynamics 365 and your PSA match.

09Does ZUUZ create duplicate records in Dynamics 365?

No. ZUUZ checks for existing leads, contacts and accounts in Dynamics 365 before creating anything new. It matches on email address, domain and company name, and links new contacts to the right account.

10Does ZUUZ send emails to customers on its own?

No. ZUUZ drafts replies from the thread, and a rep reads and sends each one. Dynamics 365 updates are automatic. Emails to customers never are.

More CRM guides

CRM guideSalesforce→CRM guideHubSpot→CRM guideZoho CRM→CRM guideAttio→CRM guidePipedrive→

Stop losing deals to your inbox. Start winning with ZUUZ.

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