Yesflow Digital Assistant
Voice and Chat Powered CRM
Archived App (Last seen on 17 Sep 2025)
This is an archived listing of the app previously available on the App Store.Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.
About
Streamline your Microsoft Dynamics 365 experience with an AI-powered assistant. Easily create, access, and update contact, company, and opportunity details using voice or chat commands. Stay organized and informed with instant customer information and automated activity logging.
What's New in Yesflow Digital Assistant
3.37
May 17, 2022
Performance improvements and bug fix for keyboard display issues.
FAQ
How does Yesflow Digital Assistant help with contacts?
Yesflow Digital Assistant allows you to create new contacts by scanning business cards, or by adding them via voice or text. You can also share an iOS contact directly into Microsoft Dynamics 365 with a single click.
Can Yesflow Digital Assistant find duplicate contacts?
Yes, Yesflow Digital Assistant automatically searches for duplicate contacts and companies as you add new entries, helping to maintain data integrity within your CRM.
How does Yesflow Digital Assistant help with customer information?
It enables you to instantly find customer and prospect information, add notes to customer records on-the-fly, and view all customer activity in a single, centralized feed.
What are the benefits of using Yesflow Digital Assistant for deals?
You can auto-log activities as you perform them, access personalized lists like 'My Opportunities', and update sales stages or close dates with just two clicks. Notes can be easily added via voice or text and rolled up to the account level.
Is Yesflow Digital Assistant easy to set up with Microsoft Dynamics 365?
Yes, the setup is seamless. It instantly connects to any Microsoft Dynamics 365 online environment, allowing you to start using its features right away.
What devices does Yesflow Digital Assistant support?
Yesflow Digital Assistant is available for iPhone, iPad, and iPod devices, making it accessible across Apple's mobile ecosystem.
What is the age rating for Yesflow Digital Assistant?
Yesflow Digital Assistant has an age rating of 4+, making it suitable for a wide range of users.
How often is Yesflow Digital Assistant updated?
The latest version, 3.37, was released on May 17, 2022. Updates typically focus on improving functionality and integration with Microsoft Dynamics 365.
