--- title: "Microsoft Dynamics 365 MCP server for AI agents - actionlake" description: "Give Claude 693 Microsoft Dynamics 365 actions through one MCP server: contacts, accounts. Your agent never holds the credential. 100,000 calls a month free." canonical: https://actionlake.com/connectors/microsoft-dynamics-365 updated: 2026-10-11 --- Connectors · CRM & sales # Microsoft Dynamics 365 MCP server for AI agents. actionlake is an MCP gateway: one remote MCP server that connects Claude and other MCP clients to Microsoft Dynamics 365 and the rest of your systems. It gives your agent 693 Microsoft Dynamics 365 actions (249 reads, 346 writes and 98 that wait for a confirmation) and holds the Microsoft Dynamics 365 credential itself, so the agent never does. It paces Microsoft Dynamics 365's limits and records every call. [Connect Microsoft Dynamics 365 free](https://actionlake.com/console?start=sandbox) [See pricing](https://actionlake.com/pricing) 100,000 free calls a month. No card, no email, no password: press Start a free sandbox on the next screen and keep the key it shows you. `claude mcp add --transport http actionlake https://connect.actionlake.com/mcp` the first call ``` do { action: "dynamics365.functions.organization_info", intent: "check which Microsoft Dynamics 365 account is connected" } # RetrieveOrganizationInfo · read · 1 upstream call ``` - 693 actions in one signed file - 249 read look, never change - 346 write create and update - 98 wait for a yes destructive, confirmed first Set up ## Connect Microsoft Dynamics 365 in three steps. 1. 01 ### Add actionlake to Claude. Run the command once in Claude Code; its consent page can create a free sandbox: 100,000 calls a month, no card. In the Claude app, add a custom connector with the URL below and paste your key on the consent page. Creating a new sandbox from the Claude app is not yet tested by us. `https://connect.actionlake.com/mcp` 2. 02 ### Connect Microsoft Dynamics 365. OAuth 2.0, client credentials. Paste the app's client id and secret; actionlake fetches and renews the token, and nobody has to sign in. actionlake stores what you paste write-only, sealed under your tenant's key. - `client_id` Entra application (client) id - `client_secret` Entra client secret - `api_host` Where your Microsoft Dynamics 365 lives: your api host - `tenant_id` Your Microsoft Dynamics 365 tenant id ``` account { op: "connections.requirements", service: "dynamics365" } # free: exactly what to paste, and what is found for you ``` 3. 03 ### Make the first call. Check before a write. Ask in plain words; Claude picks the action. Before anything changes, `check` validates the call and prices it, for free. ``` do { action: "dynamics365.functions.organization_info" } # retrieveorganizationinfo · read · 1 upstream call check { action: "dynamics365.contacts.create", input: { … } } # free: inputs, permissions, cost and confirmations, nothing sent ``` Microsoft Dynamics 365 at a glance **Sign-in** OAuth 2.0, client credentials. Paste the app's client id and secret; actionlake fetches and renews the token, and nobody has to sign in. **You provide** `client_id` `client_secret` **Setup fields** `api_host` `tenant_id` **Limits we pace to** 6,000 calls per 5 minutes, per connection **API covered** Microsoft Dynamics 365 (Dataverse) API v9.2, at your Microsoft Dynamics 365 instance's API base URL, which you enter when connecting (path /api/data/v9.2) **Built from** Microsoft Dynamics 365's documentation, read 19 September 2026[learn.microsoft.com](https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/overview) **Service file** Version 1.0.0, signed (Ed25519) **Cached reads** 248 of 249 reads, for up to an hour; a write clears what it affects **Ready-made plans** 10 in the store **Shared entities** 20, so ask can line Microsoft Dynamics 365 up with your other systems **Data** Processed and stored in Sydney, Australia. No US region yet Capabilities ## What an AI agent can do in Microsoft Dynamics 365. 693 actions in 1 area. Every one carries its effect, so a key can allow the reads and hold the rest. - **249** read look, never change - **346** write create and update - **98** destructive wait for a confirmation 1. ### Dynamics365 693 249 read · 346 write · 98 destructive List contacts · List accounts · List opportunities · List systemusers Top actions ## The Microsoft Dynamics 365 API, shaped for agents. The ids your agent types, what each does, and the one name it shares with other systems. 379 of Microsoft Dynamics 365's 391 action names are shared with at least one other connector, so an agent learns them once. | Action | What it does | Effect | Same name in | | --- | --- | --- | --- | | `dynamics365.contacts.list` List contacts | List contacts with $select, $filter, $orderby, $expand and $apply. | read | `crm.contact.list` 177 connectors | | `dynamics365.accounts.list` List accounts | List accounts with $select, $filter, $orderby, $expand and $apply. | read | `crm.company.list` 162 connectors | | `dynamics365.opportunities.list` List opportunities | List opportunities with $select, $filter, $orderby, $expand and $apply. | read | `crm.deal.list` 43 connectors | | `dynamics365.systemusers.list` List systemusers | List systemusers with $select, $filter, $orderby, $expand and $apply. | read | `identity.user.list` 474 connectors | | `dynamics365.leads.list` List leads | List leads with $select, $filter, $orderby, $expand and $apply. | read | `crm.lead.list` 28 connectors | | `dynamics365.competitors.list` List competitors | List competitors with $select, $filter, $orderby, $expand and $apply. | read | `crm.company.list` 162 connectors | | `dynamics365.contacts.create` Create a contact | Insert a row, supplying its columns as a free-form object. | write | `crm.contact.create` 161 connectors | | `dynamics365.accounts.create` Create an account | Insert a row, supplying its columns as a free-form object. | write | `crm.company.create` 142 connectors | | `dynamics365.competitors.create` Create a competitor | Insert a row, supplying its columns as a free-form object. | write | `crm.company.create` 142 connectors | | `dynamics365.teams.list` List teams | List teams with $select, $filter, $orderby, $expand and $apply. | read | `identity.group.list` 262 connectors | | `dynamics365.incidents.list` List incidents | List incidents with $select, $filter, $orderby, $expand and $apply. | read | `service.ticket.list` 56 connectors | | `dynamics365.contacts.delete` Delete a contact | Delete one row by GUID. | destructive | `crm.contact.delete` 147 connectors | Try it ## Prompts to paste into Claude. Each one names the Microsoft Dynamics 365 actions it will call, so you know what it reads and what it changes before you send it. 1. Read read Which Microsoft Dynamics 365 invoices are more than 30 days overdue? Group them by customer with the total owed. calls `dynamics365.invoices.list` 2. Plan write Triage a case against its SLA in Microsoft Dynamics 365. calls `dynamics365.incidents.get` `dynamics365.slas.list` `dynamics365.actions.kb_full_text_search` `dynamics365.actions.release_to_queue` `dynamics365.incidents.update` 3. Plan write Qualify a lead and hand it to an owner in Microsoft Dynamics 365. calls `dynamics365.functions.whoami` `dynamics365.systemusers.list` `dynamics365.leads.update` `dynamics365.actions.set_state` `dynamics365.phonecalls.update` 4. Write write Create a contact in Microsoft Dynamics 365. Show me exactly what you will send before you save it. calls `dynamics365.contacts.create` 5. Across systems read Which Microsoft Dynamics 365 companies have invoices in ConnectWise PSA, and how many each? calls `dynamics365.accounts.list` `connectwise_manage.invoices.list` Across your systems ## Microsoft Dynamics 365, joined to the rest of your business. One `ask` fetches from Microsoft Dynamics 365 and another system, joins the rows on the same customer on our side, and hands your agent the answer, not every row. - Which Microsoft Dynamics 365 companies have invoices in ConnectWise PSA, and how many each? `dynamics365.accounts.list` + `connectwise_manage.invoices.list`, on `crm.company` · [ConnectWise PSA](https://actionlake.com/connectors/connectwise-psa) - Which Microsoft Dynamics 365 companies have invoices in NetSuite, and how many each? `dynamics365.accounts.list` + `netsuite.views.invoices`, on `crm.company` · [NetSuite](https://actionlake.com/connectors/netsuite) Also mapped by other connectors `identity.user` **517** `identity.group` **239** `crm.company` **227** `crm.contact` **192** `commerce.product` **109** `identity.role` **107** `work.task` **105** `finance.invoice` **91** ask ``` ask { intent: "which Microsoft Dynamics 365 companies have invoices in ConnectWise PSA, and how many each", steps: [ { action: "dynamics365.accounts.list", as: "co", input: {}, limit: 100, max_pages: 5 }, { action: "connectwise_manage.invoices.list", as: "inv", input: {}, limit: 100, max_pages: 5 }, { join: { left: "co", right: "inv", on: "crm.company", group_by: "co.name", select: ["co.name", "count(inv.id) as invoices"] } } ] } ``` Example. Run it through check first: it validates the steps and prices them, and it is free. The plan store ## Ready-made plans for Microsoft Dynamics 365. 10 plans in the store. Install one and your agent runs it by name; the reply says which connections are still missing. A schedule can run a plan on a timetable. There are no triggers or webhooks, by design. 1. ### Chase overdue invoices by email Use it when Finance wants overdue invoices chased with a logged CRM activity rather than an external mail merge. A person decides Send an overdue-payment email for each of the invoices found by this run. **Effect** write **Steps** 4 · loops **Needs** email template **Install** `dynamics365-overdue-invoice-chase` 2. ### Raise renewal appointments for expiring contracts Use it when Contracts are coming up for renewal and each needs a scheduled renewal conversation. A person decides Book a renewal appointment for each expiring service contract in this run. **Effect** write **Steps** 4 · loops **Needs** appointment template and window end **Install** `dynamics365-service-contract-renewal` 3. ### Triage a case against its SLA Use it when A support lead needs a single case assessed, matched to knowledge and put back in the right queue. **Effect** write **Steps** 5 **Needs** case id, queueitem id and search text **Install** `dynamics365-case-sla-triage` 4. ### Qualify a lead and hand it to an owner Use it when An inbound lead has been worked and must be qualified and assigned to a salesperson. **Effect** write **Steps** 5 **Needs** lead id, phonecall id and qualification note **Install** `dynamics365-lead-qualification-handoff` 5. ### Audit a price list against its product items Use it when Someone needs to review a price list before it is published or handed to sales. **Effect** write **Steps** 5 **Needs** audit note, currency id and pricelevel id **Install** `dynamics365-price-list-audit` 6. ### Win a quote and raise the invoice Use it when A deal has been verbally accepted and the quote must be turned into a locked invoice. A person decides Mark quote _quote id_ as won and raise a locked invoice from opportunity _opportunity id_. **Effect** write **Steps** 5 **Needs** opportunity id, quote close and quote id **Install** `dynamics365-quote-to-order-close` 7. ### Export a solution as a backup Use it when Someone is about to change a managed solution and wants an export taken first. **Effect** write **Steps** 5 **Needs** solution id and solution name **Install** `dynamics365-solution-export-backup` 8. ### Flag stale open opportunities for the owner Use it when A sales manager wants stale pipeline chased without deleting or closing anything. A person decides Write a follow-up flag onto _items_ stale open opportunities. **Effect** write **Steps** 5 · loops **Needs** days idle and flag note **Install** `dynamics365-stale-opportunity-sweep` 9. ### Merge a duplicate account into the survivor Use it when Two account records are known duplicates and one must be merged away safely. A person decides Merge account _name_ into _name_ — this cannot be undone. **Effect** write **Steps** 6 **Needs** duplicate id, merge note and survivor id **Install** `dynamics365-account-merge-cleanup` 10. ### Clear abandoned queue items from a backlog Use it when A support queue has filled with abandoned items that must be removed rather than reassigned. A person decides Permanently delete every abandoned queue item found by this run. **Effect** destructive **Steps** 5 · loops **Needs** idle since **Install** `dynamics365-queue-backlog-purge` install a plan ``` account { op: "plans.install", slug: "dynamics365-overdue-invoice-chase" } # then ask for it by name; a schedule can run it on a timetable ``` Governance for Microsoft Dynamics 365 ## Destructive actions wait for a yes. 98 Microsoft Dynamics 365 actions are destructive. The first 10: - Delete a contact `dynamics365.contacts.delete` - Delete an account `dynamics365.accounts.delete` - Delete a competitor `dynamics365.competitors.delete` - Delete an opportunitie `dynamics365.opportunities.delete` - Delete a lead `dynamics365.leads.delete` - Delete a systemuser `dynamics365.systemusers.delete` - Delete a team `dynamics365.teams.delete` - Delete an incident `dynamics365.incidents.delete` - Delete a task `dynamics365.tasks.delete` - Delete a securityrole `dynamics365.securityroles.delete` A destructive action runs only with `confirm: true`. Under the `human` policy the agent cannot confirm for itself: the run stops until a named person approves, in the console or from a signed link in an email. The cap on a key is refused before the call is sent, never after. do dynamics365.contacts.delete confirm_policy: **human** Delete a contact? **intent:** the user asked me to delete a contact run suspended · waiting for a named person · key _dynamics365-agent_ cannot confirm itself In the console, or from an emailed signed link. a key for this connector ``` account { op: "keys.create", name: "dynamics365-agent", allowed_actions: ["dynamics365.*"], cap_calls: 2000, confirm_policy: "human_for_writes", approval_rules: [ { match: "dynamics365.contacts.delete", approver: "lead@example.com" }, { match: "dynamics365.accounts.delete", approver: "lead@example.com" }, { match: "dynamics365.competitors.delete", approver: "lead@example.com" } ] } ``` Illustrative. Scoped to Microsoft Dynamics 365 only, capped at 2,000 upstream calls, every write confirmed, and the destructive ones approved by a named person. Cost ## What Microsoft Dynamics 365 costs on actionlake. Every Microsoft Dynamics 365 action is one upstream call, the only thing actionlake bills. Searching, `check`, `cost`, `account` and any call Microsoft Dynamics 365 refused with 401, 403, 429 or a 5xx are free. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000. - 1 upstream call per action all 693 Microsoft Dynamics 365 actions - 70 actions page each page of a long list is one call - 248 reads can be cached a cache hit costs nothing - 100,000 calls a month, free paid plans from US$49 a month for 250,000 [See pricing](https://actionlake.com/pricing) Action index ## Every Microsoft Dynamics 365 action. 693 actions by area: the id your agent calls, what it does, and its effect. **Dynamics365 693** - `dynamics365.accounts.list` List accounts read - `dynamics365.contacts.list` List contacts read - `dynamics365.opportunities.list` List opportunities read - `dynamics365.systemusers.list` List systemusers read - `dynamics365.accounts.create` Create an account write - `dynamics365.accounts.delete` Delete an account destructive - and 687 more in this area This index shows a sample of each area. All 693 actions, with their inputs and prices, are in the [catalogue](https://actionlake.com/console/catalogue), which a free sandbox key can search. Questions ## The Microsoft Dynamics 365 MCP server, answered. **Is there a Microsoft Dynamics 365 MCP server for Claude?** Yes. actionlake is an MCP gateway: a remote MCP server that gives Claude, or another MCP client, 693 Microsoft Dynamics 365 actions, through the same eight tools it uses for every other connector. actionlake is independent; it is not made or endorsed by Microsoft Dynamics 365. **What do I need to connect Microsoft Dynamics 365?** Entra application (client) id and Entra client secret. Plus your api host and your tenant id. The free call account { op: "connections.requirements", service: "dynamics365" } lists exactly what to paste. **Can an AI agent delete or change things in Microsoft Dynamics 365?** Only if its key allows it, and only with an explicit confirmation. 98 Microsoft Dynamics 365 actions are destructive, including delete a contact, delete an account and delete a competitor. Each runs only with confirm: true. Under the human confirm policy, or an approval rule on the key, the run waits until a named person approves it. **Will an AI agent use up my Microsoft Dynamics 365 API limit?** actionlake paces every call to the limits in the Microsoft Dynamics 365 service file: 6,000 calls per 5 minutes per connection. Repeated reads are answered from cache (248 Microsoft Dynamics 365 actions can be), which never reaches Microsoft Dynamics 365. **What does a Microsoft Dynamics 365 action cost?** One upstream call, the only unit actionlake bills. A list that pages bills one call per page (70 Microsoft Dynamics 365 actions page). Cache hits, searches, dry runs and calls Microsoft Dynamics 365 refused with 401, 403, 429 or a 5xx are free. The Free plan includes 100,000 calls a month with no card. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000. **Which Microsoft Dynamics 365 API does it cover?** The Microsoft Dynamics 365 (Dataverse) API v9.2 at your Microsoft Dynamics 365 instance's API base URL, which you enter when connecting (path /api/data/v9.2). It is built from Microsoft Dynamics 365's documentation as read on 19 September 2026. 693 actions in 1 area, each one in the signed service file (version 1.0.0). **Can I combine Microsoft Dynamics 365 with my other systems?** Yes. ask joins Microsoft Dynamics 365 to ConnectWise PSA or NetSuite on the same customer and returns the answer rather than every row. Microsoft Dynamics 365 maps crm.company, which 227 other connectors also map. **Does actionlake keep my Microsoft Dynamics 365 data, and where?** actionlake processes and stores data in Sydney, Australia; there is no US region yet. Reads may be cached for up to an hour, and a write clears the reads it affects. Each run's request and response is kept, sealed, for your plan's trace window: 1 day on Free, 3 days on Starter, 7 days on Pro, 14 days on Team, 30 days on Business and 30 days on Enterprise. Your Microsoft Dynamics 365 credential is sealed under your tenant's key, never logged and never returned. Your traffic is not used to train models. **Which AI clients can use it?** Claude Code, tested by us end to end, and the Claude app as a custom connector, tested by us with an existing key. Other MCP clients that support remote servers over Streamable HTTP (MCP revisions 2025-06-18 and 2025-11-25) and OAuth dynamic client registration, or a bearer header, should connect the same way; we have not tested them. Or plain REST, under the same action names. ## More connectors like Microsoft Dynamics 365 Shares the most action names with - [HubSpot CRM 119](https://actionlake.com/connectors/hubspot-crm) - [Zoho CRM 118](https://actionlake.com/connectors/zoho-crm) - [Salesforce Sales Cloud 108](https://actionlake.com/connectors/salesforce-sales-cloud) - [Pipedrive 87](https://actionlake.com/connectors/pipedrive) - [Close 84](https://actionlake.com/connectors/close) - [Insightly CRM 62](https://actionlake.com/connectors/insightly-crm) Joins with, on shared entities - [HaloPSA 14](https://actionlake.com/connectors/halopsa) - [ERPNext (Frappe) 13](https://actionlake.com/connectors/erpnext-frappe) - [Odoo 11](https://actionlake.com/connectors/odoo) - [ScalePad 10](https://actionlake.com/connectors/scalepad) - [Kaseya BMS 10](https://actionlake.com/connectors/kaseya-bms) - [Syncro 10](https://actionlake.com/connectors/syncro) Browse - [All CRM & sales connectors](https://actionlake.com/connectors/category/crm-and-sales) - [All connectors](https://actionlake.com/connectors) - [How actionlake compares](https://actionlake.com/compare) actionlake is independent. It is not made or endorsed by Microsoft Dynamics 365; the name is the vendor's own. Counts are from the Microsoft Dynamics 365 service file, version 1.0.0. ## Give your agent Microsoft Dynamics 365 today. [Connect Microsoft Dynamics 365 free](https://actionlake.com/console?start=sandbox) [See pricing](https://actionlake.com/pricing) Start free - 100,000 calls/month, no card. No signup. Hard caps on every key. Cached answers are free. --- Source: https://actionlake.com/connectors/microsoft-dynamics-365 More: https://actionlake.com/llms.txt