Dynamics365 AI Agent

Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Dynamics365 MCP or direct API to automate lead management, update contacts, track sales activity, and manage support tickets through natural language.

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Dynamics365

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Dynamics 365 is Microsoft's platform combining CRM, ERP, and productivity apps. It streamlines sales, marketing, service, and operations in one place.

16 Tools 0 Triggers

▪ Tools & Triggers

Supported Tools and Triggers

Every Dynamics365 action and event your agent gets out of the box.

Create Account

Creates a new account entity record in Dynamics CRM using the Web API.

Create Case

Creates a new case (incident) entity record in Dynamics CRM using the Web API.

Create Contact

Creates a new contact entity record in Dynamics CRM using the Web API.

Create Invoice

Creates a new invoice entity record in Dynamics CRM using the Web API.

Create Lead

Creates a new lead entity record in Dynamics CRM using the Web API.

Create Opportunity

Creates a new opportunity entity record in Dynamics CRM using the Web API. Some CRM configurations enforce `estimatedclosedate` and a transaction currency at the server level even though they are schema-optional; omitting them may cause the request to be rejected.

Create Sales Order

Creates a new sales order entity record in Dynamics CRM using the Web API.

Dynamicscrm get a invoice

Dynamicscrm get a lead

Dynamicscrm get all leads

Update Case

Updates an existing case (incident) entity record in Dynamics CRM using the Web API.

Update Invoice

Updates an existing invoice entity record in Dynamics CRM using the Web API.

Update Lead

Updates an existing lead entity record in Dynamics CRM using the Web API.

Update Opportunity

Updates an existing opportunity entity record in Dynamics CRM using the Web API. Some updates may be rejected if required relational fields (e.g., transactioncurrency) are absent from the record, even though they are not exposed as explicit parameters.

Update Sales Order

Updates an existing sales order entity record in Dynamics CRM using the Web API.

Get all invoices action

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