Dynamics 365v1.0.5

A B2B sales rep uses chat to pull all leads, inspect individual lead records, and update qualification fields like subject and phone number after discovery calls. New inbound inquiries are created as leads directly from the conversation without opening the Dynamics 365 web UI.

A support coordinator creates and updates customer cases (incidents) in Dynamics 365 while triaging incoming issues over chat. Related account and contact records are created or linked so the service history stays complete.

An inside sales team drafts opportunities and converts them into sales orders and invoices using conversational commands. They update order statuses and invoice details as deals progress toward close.

A marketing operations specialist captures event and campaign leads, enriches them with company name and email, then hands them to sales with updated subjects and contact details. All leads are retrievable on demand for weekly reporting.

An account manager maintains accurate account and contact records, including phone numbers and city addresses, as part of routine CRM hygiene. Contacts are linked to parent accounts so relationships remain visible to the wider team.

ClawLink charges a recurring monthly fee per connected user or workspace that has Dynamics 365 enabled through the hosted connection flow. Revenue scales as teams add more seats to the chat-based CRM workflow.

The integration hub meters tool calls made against Dynamics 365 (creates, reads, updates) and bills on a tiered usage basis. High-volume sales and support teams pay in proportion to CRM activity.

Basic pairing and a limited number of CRM operations are free to drive adoption, while advanced entities, bulk operations, and priority routing require a paid plan. Upsell occurs naturally as users hit free-tier limits.