
Deploy Brilo AI Voice Agents with Dynamics 365 for Insurance Support
Let Microsoft Dynamics and AI voice agent turns calls into CRM data—improve SLAs and unify channels. Log calls, route cases, and extend Dynamics 365 virtual agent for customer service.
Deploy Brilo AI Voice Agents with Dynamics 365 for Insurance Support
Let Microsoft Dynamics and AI voice agent turns calls into CRM data—improve SLAs and unify channels. Log calls, route cases, and extend Dynamics 365 virtual agent for customer service.
Brilo 2.0
Unified CRM Power
Unify CRM Experiences with Brilo AI + Microsoft Dynamics
Unify CRM Experiences with Brilo AI + Microsoft Dynamics
Unify CRM Experiences with Brilo AI + Microsoft Dynamics
Unify CRM Experiences with Brilo AI + Microsoft Dynamics
Dynamics 365 and Brilo AI voice agent keeps client records current, automates follow-ups, and improves service SLAs.
Dynamics 365 and Brilo AI voice agent keeps client records current, automates follow-ups, and improves service SLAs.

Unified CRM Logging
Brilo AI transcribes every call and saves it into Dynamics 365 with the right contact and case context.

Multichannel Customer Continuity
Brilo AI bridges phone, chat, and email inside Dynamics 365 so every channel keeps the full call context.

Multichannel Customer Continuity
Brilo AI bridges phone, chat, and email inside Dynamics 365 so every channel keeps the full call context.

Virtual Agent Extension
Brilo AI handles voice and hands off to live agents in Dynamics 365 with the complete call history attached.
Brilo 2.0
Complete Customer Records
Consistent Records in Dynamics 365 with Voice AI Support
Consistent Records in Dynamics 365 with Voice AI Support
Consistent Records in Dynamics 365 with Voice AI Support
AI phone assistant for Microsoft Dynamics updates customer profiles instantly—removing manual work and reducing errors.


Brilo 2.0
Complete Customer Records
Consistent Records in Dynamics 365 with Voice AI Support
AI phone assistant for Microsoft Dynamics updates customer profiles instantly—removing manual work and reducing errors.

Brilo 2.0
Voice AI for Smart Operations
Voice AI-Driven CRM That Hears & Record Every Word
Voice AI-Driven CRM That Hears & Record Every Word
Voice AI-Driven CRM That Hears & Record Every Word
Voice AI-Driven CRM That Hears & Record Every Word
Calls become structured data—faster case resolution and better customer experience with Microsoft Dynamics & voice AI support.
Calls become structured data—faster case resolution and better customer experience with Microsoft Dynamics & voice AI support.

Insurance
Salesforce FSC
Share context across platforms to unify workflows, reduce silos, and strengthen customer relationship

Insurance
Zoho
Keep marketing and service aligned to streamline outreach, boost collaboration, and improve engagement.

Insurance
One Inc
Attach payment confirmations to CRM records to speed processing, cut errors, and ensure accuracy.

Insurance
Slack
Alert teams when VIP issues arise to reduce delays, improve responses, and keep service on track.

Insurance
Salesforce FSC
Share context across platforms to unify workflows, reduce silos, and strengthen customer relationship

Insurance
Zoho
Keep marketing and service aligned to streamline outreach, boost collaboration, and improve engagement.

Insurance
One Inc
Attach payment confirmations to CRM records to speed processing, cut errors, and ensure accuracy.

Insurance
Slack
Alert teams when VIP issues arise to reduce delays, improve responses, and keep service on track.

Insurance
Salesforce FSC
Share context across platforms to unify workflows, reduce silos, and strengthen customer relationship

Insurance
Zoho
Keep marketing and service aligned to streamline outreach, boost collaboration, and improve engagement.

Insurance
One Inc
Attach payment confirmations to CRM records to speed processing, cut errors, and ensure accuracy.

Insurance
Slack
Alert teams when VIP issues arise to reduce delays, improve responses, and keep service on track.

Insurance
Salesforce FSC
Share context across platforms to unify workflows, reduce silos, and strengthen customer relationship

Insurance
Zoho
Keep marketing and service aligned to streamline outreach, boost collaboration, and improve engagement.

Insurance
One Inc
Attach payment confirmations to CRM records to speed processing, cut errors, and ensure accuracy.

Insurance
Slack
Alert teams when VIP issues arise to reduce delays, improve responses, and keep service on track.

Insurance
Salesforce FSC
Share context across platforms to unify workflows, reduce silos, and strengthen customer relationship

Insurance
Zoho
Keep marketing and service aligned to streamline outreach, boost collaboration, and improve engagement.

Insurance
One Inc
Attach payment confirmations to CRM records to speed processing, cut errors, and ensure accuracy.

Insurance
Slack
Alert teams when VIP issues arise to reduce delays, improve responses, and keep service on track.

Insurance
Salesforce FSC
Share context across platforms to unify workflows, reduce silos, and strengthen customer relationship

Insurance
Zoho
Keep marketing and service aligned to streamline outreach, boost collaboration, and improve engagement.

Insurance
One Inc
Attach payment confirmations to CRM records to speed processing, cut errors, and ensure accuracy.

Insurance
Slack
Alert teams when VIP issues arise to reduce delays, improve responses, and keep service on track.

Insurance
Salesforce FSC
Share context across platforms to unify workflows, reduce silos, and strengthen customer relationship

Insurance
Zoho
Keep marketing and service aligned to streamline outreach, boost collaboration, and improve engagement.

Insurance
One Inc
Attach payment confirmations to CRM records to speed processing, cut errors, and ensure accuracy.

Insurance
Slack
Alert teams when VIP issues arise to reduce delays, improve responses, and keep service on track.

Insurance
Salesforce FSC
Share context across platforms to unify workflows, reduce silos, and strengthen customer relationship

Insurance
Zoho
Keep marketing and service aligned to streamline outreach, boost collaboration, and improve engagement.

Insurance
One Inc
Attach payment confirmations to CRM records to speed processing, cut errors, and ensure accuracy.

Insurance
Slack
Alert teams when VIP issues arise to reduce delays, improve responses, and keep service on track.

Insurance
Salesforce FSC
Share context across platforms to unify workflows, reduce silos, and strengthen customer relationship

Insurance
Zoho
Keep marketing and service aligned to streamline outreach, boost collaboration, and improve engagement.

Insurance
One Inc
Attach payment confirmations to CRM records to speed processing, cut errors, and ensure accuracy.

Insurance
Slack
Alert teams when VIP issues arise to reduce delays, improve responses, and keep service on track.

Insurance
Salesforce FSC
Share context across platforms to unify workflows, reduce silos, and strengthen customer relationship

Insurance
Zoho
Keep marketing and service aligned to streamline outreach, boost collaboration, and improve engagement.

Insurance
One Inc
Attach payment confirmations to CRM records to speed processing, cut errors, and ensure accuracy.

Insurance
Slack
Alert teams when VIP issues arise to reduce delays, improve responses, and keep service on track.

Insurance
Salesforce FSC
Share context across platforms to unify workflows, reduce silos, and strengthen customer relationship

Insurance
Zoho
Keep marketing and service aligned to streamline outreach, boost collaboration, and improve engagement.

Insurance
One Inc
Attach payment confirmations to CRM records to speed processing, cut errors, and ensure accuracy.

Insurance
Slack
Alert teams when VIP issues arise to reduce delays, improve responses, and keep service on track.

Insurance
Salesforce FSC
Share context across platforms to unify workflows, reduce silos, and strengthen customer relationship

Insurance
Zoho
Keep marketing and service aligned to streamline outreach, boost collaboration, and improve engagement.

Insurance
One Inc
Attach payment confirmations to CRM records to speed processing, cut errors, and ensure accuracy.

Insurance
Slack
Alert teams when VIP issues arise to reduce delays, improve responses, and keep service on track.
Brilo 2.0
Smart Workflow Automation
Frequently Asked Questions
Frequently Asked Questions
Explore how Brilo AI phone agents integration with Dynamics 365 work with your platform to cut manual work and speed responses.
Explore how Brilo AI phone agents integration with Dynamics 365 work with your platform to cut manual work and speed responses.
How does Brilo AI integrate with Microsoft Dynamics 365?
How does Brilo AI integrate with Microsoft Dynamics 365?
Can Brilo AI voice agents automate lead management in Dynamics 365?
Can Brilo AI voice agents automate lead management in Dynamics 365?
Does Brilo AI improve Dynamics 365 case resolution times?
Does Brilo AI improve Dynamics 365 case resolution times?
Is Brilo AI compliant with Microsoft Dynamics data policies?
Is Brilo AI compliant with Microsoft Dynamics data policies?
Can Brilo AI work with Dynamics 365 sales pipelines?
Can Brilo AI work with Dynamics 365 sales pipelines?
Does Brilo AI integrate with Dynamics 365 omnichannel features?
Does Brilo AI integrate with Dynamics 365 omnichannel features?
How does Brilo AI benefit managers using Dynamics 365 analytics?
How does Brilo AI benefit managers using Dynamics 365 analytics?
Can Brilo AI scale with large Microsoft Dynamics deployments?
Can Brilo AI scale with large Microsoft Dynamics deployments?
Never Miss a Customer Call Again. Let AI Close the Loop—24/7.
Never Miss a Customer Call Again. Let AI Close the Loop—24/7.
Never Miss a Customer Call Again. Let AI Close the Loop—24/7.
Never Miss a Customer Call Again. Let AI Close the Loop—24/7.
Join 1,000+ businesses using Brilo to answer, qualify, and convert calls with AI—instantly.
Join 1,000+ businesses using Brilo to answer, qualify, and convert calls with AI—instantly.
Join Discord
Connect with our community, ask questions, and stay updated on product news.
Book a Call
Schedule a quick call with our team to explore solutions for your needs.
Get started
Industries
Usecases
Integrations
Legal & Community

Join Discord
Connect with our community, ask questions, and stay updated on product news.
Book a Call
Schedule a quick call with our team to explore solutions for your needs.
Get started
Industries
Usecases
Integrations
Legal & Community

Join Discord
Connect with our community, ask questions, and stay updated on product news.
Book a Call
Schedule a quick call with our team to explore solutions for your needs.
Get started
Industries
Usecases
Integrations
Legal & Community

Join Discord
Connect with our community, ask questions, and stay updated on product news.
Book a Call
Schedule a quick call with our team to explore solutions for your needs.
Get started
Industries
Usecases
Integrations
Legal & Community
