List contracts ending
“Which vendor contracts end this quarter?”
Use Dynamics 365 with Drova
Bring the accounts and contracts in Dynamics 365 into your risk work.
Dynamics 365 holds your customer and vendor accounts. Connect it to Drova and Sheila AI, the AI assistant in Drova, can read the accounts and records you keep there and answer questions about them.
What to ask Sheila AI, your AI assistant, about Dynamics 365
With Dynamics 365 connected, Sheila AI uses what’s in it as well as what’s in Drova. Ask however you’d normally ask. A few to get you going.
Check your Risk Register
“Does our largest customer account relate to a risk already in our register?”
Find vendors with no risk
“Which vendors have no risk recorded? Suggest a risk for each one that needs it.”
Get the context
“What do we hold on the logistics vendor account, as background for its supplier risk?”
Plan the reviews
“Suggest tasks for the vendor reviews and contract renewals due next month.”
Access and privacy
You stay in control of what Sheila AI sees and does
Nothing you can’t already see
Each person connects their own Microsoft account. Sheila AI reads only the records you can already see.
You can check every answer
Each answer names what Sheila AI read in Dynamics 365, so you can check it there.
You accept what’s added
Sheila AI doesn’t change anything in Dynamics 365. She suggests risks, tasks and control updates in Drova, and nothing is added until you accept it.
Microsoft handles your sign-in
You approve access on Microsoft’s own screen, so your Microsoft password never comes to Drova.
Switch it off at any time
Disconnect whenever you like and the access is removed. Your admin can switch Dynamics 365 off for everyone.
Get Dynamics 365 connected
Start for free
Begin a free trial, or sign in if your organisation already uses Drova.
Connect Dynamics 365
Connect to Dynamics 365 in Settings and sign in on Microsoft’s own screen to approve access.
Put a question to Sheila AI
She answers from Dynamics 365 and Drova, and shows where each answer came from.
Let Sheila AI answer from Dynamics 365
Start for free, then connect to Dynamics 365 in Settings.
Good to know
Before you connect Dynamics 365
What does the Dynamics 365 integration do?
It connects Dynamics 365 to Drova, so Sheila AI, the AI assistant in Drova, can read the accounts and records you keep in Dynamics 365, and answer questions about them.
Does Sheila AI change anything in Dynamics 365?
No. Today Sheila AI only reads from Dynamics 365. In Drova she suggests risks, tasks and control updates, and nothing is added until you accept it.
Whose access does Sheila AI use?
Yours. Each person connects their own Dynamics 365 account, and Sheila AI reads only what that person can already see. A colleague connects their own account to use it.
How do I connect Dynamics 365 to Drova?
Sign in to Drova, connect to Dynamics 365 in Settings and sign in on Microsoft’s own screen to approve access. Your Microsoft password stays with Microsoft.
What access does Drova ask for?
Microsoft shows you what Drova is asking for before you agree. Drova asks once for everything Sheila AI may need, so you don’t have to reconnect later, and you can turn some of it off on that screen.
Can I disconnect Dynamics 365 later?
Yes. You can disconnect Dynamics 365 at any time, and your admin can switch it off for your whole organisation.
More integrations
Related integrations
HubSpot integration
Salesforce integration
Zoho CRM integration
Try Drova for free, then connect Dynamics 365 from Settings.
