Velaro connects to Dynamics 365 via Entra ID OAuth. Your AI bot surfaces contacts, accounts, leads, opportunities, cases, and notes -- and creates records directly from the conversation.
Your enterprise customers are already in Dynamics. Velaro makes sure every chat interaction syncs back -- contacts updated, leads captured, cases opened, opportunities progressed.
The same data your CRM team uses every day is now available to your AI bot in real time.
Single sign-on via Microsoft Entra ID means zero credential management and enterprise-grade security.
Velaro meets Microsoft's commercial marketplace requirements, making procurement simple for enterprise IT.
Velaro handles the full customer journey -- first contact to case closure -- without leaving Dynamics.
From a native PCF panel embedded in your Contact and Opportunity records to one-click provisioning from Microsoft AppSource, Velaro is built for the Microsoft stack from the ground up.
Velaro appears as a native panel inside Dynamics 365 Contact and Opportunity records — zero tab switching, zero context loss. Agents see the full chat history and live bot status without leaving Dynamics.
Install Velaro directly from Microsoft AppSource. One-click provisioning connects to your Dynamics org automatically — no manual OAuth setup, no API keys to copy. Enterprise IT procurement via the marketplace they already use.
Built for manufacturing, HVAC, and medical equipment verticals. Your AI bot can retrieve Dynamics 365 Field Service work orders, create return merchandise authorizations (RMAs) directly from the conversation, and look up existing RMA status — all without a human agent touching the CRM.
No configuration required. Connect your account and every tool activates automatically.
No setup required. Every capability is active the moment you connect your account.
Find contacts by email, name, or phone
Full contact profile with all CRM fields
Look up contact directly by email
Update any contact property from chat
Find accounts by name or industry
Full account with revenue, industry, contacts
All contacts linked to an account
Capture new lead from chat conversation
Search pipeline leads by name or status
Advance lead stage or update source
Search by stage, value, or close date
Full opportunity details with probability
All opportunities linked to a contact
Change stage, amount, or close date
Create new opportunity from chat
Search by subject, status, or priority
Full case details with resolution
Open new case from chat conversation
Change case status or priority
All cases linked to a contact
Add note to any entity -- contact, account, case
Full activity history for any entity
Log call, meeting, or email
All notes linked to any record
Retrieve Dynamics 365 Field Service work order details by ID or work order number
Open a return merchandise authorization directly from the chat conversation
Look up existing RMA status and return details for a customer
| Feature | Velaro | Zendesk |
|---|---|---|
| Live CRM data in chat | 33+ AI skills, native Entra ID | Connector required |
| Native PCF Control in Dynamics records | Yes — embedded panel in Contact & Opportunity forms | Not available |
| AppSource one-click provisioning | Yes — direct from Microsoft AppSource | Separate install flow |
| Field Service RMA skills | Get work order, create RMA, get RMA status | Not available |
| Create leads from chat | Native -- one tool call | Custom workflow |
| Create cases from chat | Native -- one tool call | Manual entry |
| Opportunity progression from chat | Update stage/amount directly | Read-only |
| Note creation on any entity | Contact, account, case, lead | Contact only |
| Microsoft AppSource eligible | Yes -- Entra ID OAuth | Separate listing |
| Entra ID authentication | Native SSO | Basic OAuth only |
| Pricing model | Flat monthly — no per-seat fees | Per seat + usage |
Real numbers from businesses using Velaro. Your results will vary -- but the direction won't.
12-rep team spending 1.5 hrs/day on CRM updates. Velaro automates it -- 18 hours/day recovered.
Leads captured from chat and routed instantly vs. waiting for a form submission to reach the CRM.
When AI opens the case with full contact history, first-contact resolution improves significantly.
Pick a template, go live. No workflow builder experience required.
Qualifies inbound leads, creates contacts and leads in Dynamics, and routes to the right rep.
Surfaces contact history, opportunity stage, and next-best-action for reps mid-call.
Opens cases, captures details, and escalates to agents with full Dynamics context.
Books appointments in Outlook Calendar directly from the chat conversation.
Updates any Dynamics record from chat -- opportunity stage, contact info, deal value.
Routes to agent with contact, account, and open case data pre-loaded.
Connect Velaro to Dynamics 365 CRM AI Live Chat today. Live in under 5 minutes.