# Yesflow Digital Assistant — Voice and Chat Powered CRM

> AI-powered voice and chat CRM assistant for Microsoft Dynamics 365. (iPhone/iPad app by Maverick Garrett.)

- Source: https://appshunter.io/ios/app/yesflow-digital-assistant/id1471275355 (this page in markdown: same URL + `.md`)
- Developer: [Maverick Garrett](https://appshunter.io/developer/1471275354)
- Category: Business, Productivity
- Price: Free
- Rating: 5.00/5 from 5 App Store ratings
- Age rating: 4+
- Requires: iOS 14.0 · 48 MB
- Languages: English
- Released: 2020-06-11
- Data updated: 2026-06-10
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/yesflow-digital-assistant/id1471275355/reviews.md

## What is Yesflow Digital Assistant?

The Yesflow Digital Assistant is an AI powered voice and chat experience for Microsoft Dynamics 365. It helps you create, access and update details and notes about contacts, companies and opportunities through a simple conversational experience. 

BE GREAT WITH PEOPLE
* Create new contacts by scanning a business card or adding them by voice or text.
* Share an iOS contact into Microsoft Dynamics 365 with one click.
* Auto-search for duplicates as you add a new contact or company. 
* Add notes by voice or text so you’ll remember important personal details.
* View a contact’s complete history, so you know when you last interacted, how (by email, phone, text or appointment) alongside notes about your interaction.

KNOW YOUR CUSTOMERS
* Find customer and prospect information instantly.
* Add notes to customer records on-the-fly.
* Be better prepared for meetings with customer dossiers sent to you in advance of upcoming meetings. 
* View all customer activity in a single, centralized feed. 
* Roll-up notes from deals and contacts to the account level for an accurate timeline of interactions.


RUN YOUR DEALS LIKE A PRO
* Auto-log activities as you do them.
* Access your personalized lists (My Opportunities, My Recent Contacts, My Top Deals, etc.) to stay on-track. 
* Easily add a note by voice or text and see those notes rolled up at the account level.
* Update sales stage, close date and any other details with two clicks.

SEAMLESS SET UP
* Instantly connect any Microsoft Dynamics 365 online environment.

## Key features

- Voice and chat CRM interface
- Create/update contacts, companies, opportunities
- Scan business cards to create contacts
- Auto-search for duplicate entries
- View complete contact history
- Customer dossiers for meetings
- Auto-log activities


## Frequently asked questions about Yesflow Digital Assistant

### 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.

## Version history (last 5 releases)

### 3.37 — 2022-05-17

Performance improvements and bug fix for keyboard display issues.

### 3.35 — 2022-04-05

Various bug fixes and Siri intent shortcuts

### 3.34 — 2022-03-21

Integration with soft phone dialers such as RingCentral and Microsoft Teams

### 3.30 — 2022-01-31

Dialing options for Microsoft Teams and RingCentral

### 3.26 — 2021-07-24

-Ability to pin a Teams channel

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-10.*