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DuckyHelper in Dynamics365

DuckyHelper sees Dynamics365 on your screen and, in early access, works in it with its own cursor to manage accounts and contacts, capture leads, track opportunities, create quotes and invoices, and resolve support cases. It's built to ask before it sends or pays, and explains or draws on Dynamics365 when you want to learn it.

Try asking
  • “Search the contacts and create a contact”
  • “Create a quote in Dynamics365”
  • “Show me how to create a contact”

Press fn (Ctrl+Shift+Space on Windows and Linux) and ask out loud. Doing the work for you is early access on Mac.

Contacts in Dynamics365Done in 5sExample
Search the contacts and create a contact
  1. Searched the contacts in Dynamics365
  2. Created a contact

Done in Dynamics365.

Dynamics365
Done
Created a contactin Dynamics365
Worked for 5s
Searched the contacts
Created a contact

Drawn from Dynamics365's own actions · early access on Mac

WHAT TO ASK

Things you can ask it to do in Dynamics365

Each one is something Dynamics365 itself lets you do, said the way you'd ask. Questions about your screen work today; having it do the job is early access on Mac.

Ask about it

Works today

It sees your screen, answers out loud and draws on it.

  • “Explain this contact to me”
  • “Where do I find the cases in Dynamics365?”
  • “Show me how to create a contact”
  • “What does this button do?”
  • “Walk me through this screen”

Read and find

Early access

It opens Dynamics365 and looks things up for you.

  • Search the contacts
  • Search the cases
  • List the quotes
  • Search the opportunities
  • List the quote line items
  • List the invoice line items
  • Search the accounts
  • List the opportunity line items
Show all 47
  • Look up all leads
  • Look up a contact
  • Look up a case
  • Search the email activities
  • Search the social activities
  • Look up a lead
  • Look up a quote
  • Search the tasks
  • List the products
  • List the price lists
  • List the appointments
  • List the sales orders
  • Look up an opportunity
  • List the notes
  • Look up a invoice
  • List the transaction currencies
  • Look up a quote line item
  • Look up an account
  • Look up an invoice line item
  • List the system users
  • Look up the email activity
  • Search the phone calls
  • Look up an opportunity line item
  • List the entity sets
  • Search the campaigns
  • Search the entity data
  • Read a note
  • Look up all invoices action
  • List the entity definitions
  • Look up a sales order line item
  • Look up a task
  • Look up a product
  • Look up a price list
  • Look up a sales order
  • Look up an appointment
  • Look up a transaction currency
  • Look up a system user
  • Look up a caller identity
  • Look up the attribute metadata

Write and send

Early access

It's built to ask before anything is sent or paid.

  • Create a quote
  • Create a contact
  • Create a case
  • Resolve a case
  • Create a lead
  • Create an opportunity
  • Create an invoice
  • Add a contact to an account
Show all 46
  • Update a contact
  • Create a quote line item
  • Create an account
  • Update a case
  • Create an invoice line item
  • Create an opportunity line item
  • Update a lead
  • Update a quote
  • Update an opportunity
  • Update an invoice
  • Update a quote line item
  • Update an account
  • Update an invoice line item
  • Create the email activity
  • Create a sales order line item
  • Create the social activity
  • Update an opportunity line item
  • Create a product price list item
  • Create a task
  • Create a product
  • Create a price list
  • Create a sales order
  • Create an appointment
  • Create a transaction currency
  • Create a phone call
  • Create a system user
  • Update a sales order line item
  • Update a task
  • Create an annotation
  • Update a product
  • Update a price list
  • Update a sales order
  • Update an appointment
  • Update a note
  • Update a transaction currency
  • Update the email activity
  • Update an account name
  • Run a batch

Manage

Early access

It tidies up and changes things in Dynamics365.

  • Delete a contact
  • Delete a case
  • Delete a lead
  • Delete a quote
  • Delete an opportunity
  • Delete an invoice
  • Remove a contact from an account
  • Delete a quote line item
Show all 24
  • Delete an account
  • Delete an invoice line item
  • Delete an opportunity line item
  • Delete the email activity
  • Delete a sales order line item
  • Delete a task
  • Delete a product
  • Delete a price list
  • Delete a sales order
  • Delete an appointment
  • Delete a note
  • Delete a transaction currency
  • Update a system user
  • Delete a system user
  • Clear an account description
  • Assign a user security role
MAKE IT ALWAYS ON

Do it once. Then let it repeat.

When it's done, it offers to keep an eye on Dynamics365 for you: every weekday morning it looks, then tells you what's new.

Each run is still built to ask before it sends or pays. Turn it off or change it any time in Work › Automations.

Make this automatic?Schedule
New contacts in Dynamics365
WhenEvery weekday at 9:00 AM
DoesSearch the contacts
ThenTells you what's new

Always on · early access on Mac

Guide

Use two Dynamics365 accounts with DuckyHelper and tell it which window to work in.

Read the guide
Guide

How to get real work done in Dynamics 365 with DuckyHelper, step by step.

Read the Dynamics 365 guide

Why Use DuckyHelper?

Works in Dynamics365 like you do

  • Early access: it sees Dynamics365 on your screen and works in it with its own cursor, while you keep using yours
  • Nothing to set up: it works in Dynamics365 signed in as you
  • Finishes multi-step jobs across Dynamics365 and your other apps

Built to ask before it sends or pays

  • Built to ask first before it sends a message or pays for anything
  • Built not to type your passwords or card numbers for you
  • It listens and looks only while the pill is open

Shows you, not just tells you

  • Explains Dynamics365 out loud and draws right on your screen
  • Works it out with you on a blackboard when you want to learn it

Always there, in every app

  • Press one key in any app and ask out loud: fn on a Mac, Ctrl+Shift+Space on Windows and Linux
  • Runs jobs on a schedule (early access)
  • For Mac, Windows and Linux

Want it in every app you use?

One account works in every app on your computer. Try it for 10 minutes, no card, then pick a plan.

SEE PRICING
FAQ

Frequently asked questions

On your screen, the way a person at your computer would. Press fn (Ctrl+Shift+Space on Windows and Linux) and ask about what you see in Dynamics365: it answers out loud and can draw on Dynamics365 to show you where things are. In early access on Mac it also works in Dynamics365 with its own cursor, signed in as you, while you keep using yours.

For example: “Search the contacts and create a contact” and “Create a quote in Dynamics365”. Or ask about what you see: “Show me how to create a contact”. Doing the work for you is in early access on Mac.

No. Open Dynamics365 and sign in yourself, the way you always do. DuckyHelper works in the window you have open, signed in as you. It's built not to type your passwords or card numbers for you.

It's built to ask first before it sends a message or pays for anything, and to wait for your yes. It may not recognize every send or payment, so keep an eye on tasks that involve messages or money.

Yes. Press one key and ask out loud. It answers out loud while you keep working, draws on your screen to show you where things are, or works it out with you on a blackboard.

Yes. DuckyHelper works in any app on your computer, so one job can move between Dynamics365 and the other apps and pages you use.

Doing the work for you is new and in early access on Mac. Asking out loud, drawing on your screen and the blackboard work today on Mac, Windows and Linux.

No. It listens and looks only while the pill is open. When the pill is closed, nothing is heard or seen.

No, there is no charge per app. Try DuckyHelper for 10 minutes with no card. Plus is $20 a month, $14 a month for your first 3 months. See pricing.

Mac (Apple silicon, macOS 14 or later), Windows and Linux. Download DuckyHelper.

No. DuckyHelper is made by MingLLM, Inc. and is not affiliated with or endorsed by Dynamics365. It works in Dynamics365 the same way you do, on your screen.

Try it in Dynamics365.Press one key and ask.

It sees Dynamics365, explains it out loud and does the work with you.Try it for 10 minutes, no card.

Download DuckyHelper
Questions and jobs

Do anything

Ask it a question or hand it a job, in any app.

Doing jobs for you is in early access on Mac. Asking works on Mac, Windows and Linux.