Overview
Wokelo seamlessly integrates with Microsoft Dynamics 365 to auto-generate research and enrich your pipeline in a secure, compliant way. By bridging due diligence with your existing Sales Hub workflows and the Power Platform, we eliminate manual research and embed updated, context-aware insights directly into your Account and Opportunity records—empowering your team to evaluate opportunities faster than before.Key Capabilities & Workflows
Enterprise-Grade Security
We operate on a restricted access model, connecting only to the specific Dataverse tables and columns you explicitly authorize. Your sensitive pipelines, private notes, and contact data remain completely isolated from the integration.Automated Research Triggers
Instantly launch analysis based on deal activity enabling intelligent automated research workflow triggers:- Business Process Flow stage change — Moving an Opportunity through your BPF stages triggers a company research workflow.
- New Account created — Adding a new Account initiates a company research flow automatically.
- Bespoke Workflow Execution — We execute your custom research workflows via Power Automate and write structured outputs back into Dynamics 365.
Seamless Insight Enrichment
Wokelo writes insights directly back into your workflow. We can push sections from your custom research to Account or Opportunity columns, the Timeline, or Notes—ensuring data is always decision-ready.Use Cases
- New Account added — When a new company is added to your Dynamics 365 CRM, Wokelo automatically kicks off the right research workflow for that Account. There’s no need for your team to manually request, track, or manage research reports—everything starts running in the background as soon as the company appears.
- Stage change — When an Opportunity moves through your Business Process Flow (for example, from Qualify to Develop), Wokelo detects the change and automatically runs your custom workflow for that stage. This ensures your team always has the right level of insight at the right point in the deal cycle.
