Microsoft Dynamics 365 MCP Server
Manage accounts, opportunities, orders, and business processes on Microsoft Dynamics 365 — the unified CRM & ERP platform.
Ask AI about this MCP Server
Vinkius supports streamable HTTP and SSE.
* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure
What is the Microsoft Dynamics 365 MCP Server?
The Microsoft Dynamics 365 MCP Server gives AI agents like Claude, ChatGPT, and Cursor direct access to Microsoft Dynamics 365 via 10 tools. Manage accounts, opportunities, orders, and business processes on Microsoft Dynamics 365 — the unified CRM & ERP platform. Powered by the Vinkius - no API keys, no infrastructure, connect in under 2 minutes.
Built-in capabilities (10)
Tools for your AI Agents to operate Microsoft Dynamics 365
Ask your AI agent "Show me all opportunities closing this month with value above $100K." and get the answer without opening a single dashboard. With 10 tools connected to real Microsoft Dynamics 365 data, your agents reason over live information, cross-reference it with other MCP servers, and deliver insights you would spend hours assembling manually.
Works with Claude, ChatGPT, Cursor, and any MCP-compatible client. Powered by the Vinkius - your credentials never touch the AI model, every request is auditable. Connect in under two minutes.
Why teams choose Vinkius
One subscription gives you access to thousands of MCP servers - and you can deploy your own to the Vinkius Edge. Your AI agents only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure and security, zero maintenance.
Build your own MCP Server with our secure development framework →Vinkius works with every AI agent you already use
…and any MCP-compatible client
Microsoft Dynamics 365 MCP Server capabilities
10 toolsUseful for dashboards without fetching full records. Count records in a Dynamics 365 entity set
Provide field values as JSON. For lookups, use the @odata.bind format. Create a new record in Dynamics 365
This action is irreversible. Delete a Dynamics 365 record
Example: get_record("accounts", "00000000-0000-0000-0000-000000000001"). Get a specific Dynamics 365 record
Use filter to narrow results. List Dynamics 365 accounts
List support cases (incidents)
List Dynamics 365 contacts
Filter by stage, close date, or estimated value. List sales opportunities
Common entity sets: accounts, contacts, opportunities, incidents (cases), leads, salesorders, invoices. Use OData filter syntax. Query any Dataverse entity set
Only specify the fields you want to change. Update an existing Dynamics 365 record
What the Microsoft Dynamics 365 MCP Server unlocks
Connect your Microsoft Dynamics 365 environment to any AI agent and manage your CRM and ERP operations through natural conversation.
What you can do
- Account Management — Create, read, and update account records including contacts, addresses, and relationship hierarchies
- Opportunity Pipeline — Query open opportunities by stage, probability, and close date; update deal values and ownership
- Sales Orders — Create and manage sales orders, quotes, and invoices across your sales organization
- Case Management — Create support cases, track resolution progress, and manage SLA compliance
- Financial Operations — Query journal entries, G/L accounts, and financial dimensions (Business Central)
- Custom Entities — Access any Dataverse entity through the Web API, including custom tables and relationships
- Business Process Flows — Check active stages in business process flows and advance records through pipeline stages
How it works
1. Subscribe to this server
2. Enter your Azure AD app credentials (Client ID, Client Secret, Tenant ID) and Dynamics 365 environment URL
3. Start managing CRM/ERP operations through Claude, Cursor, or any MCP-compatible client
The entire Microsoft ecosystem — from Teams to Power BI to LinkedIn Sales Navigator — feeds into Dynamics 365. Now your AI agent is part of that ecosystem.
Who is this for?
- Sales Representatives — update opportunities, create quotes, and check pipeline status through chat
- Customer Service Agents — create and resolve cases without navigating the Dynamics UI
- Finance Teams — query financial data and journal entries across Business Central directly
- CRM Administrators — audit entity configurations and manage data integrity through conversation
Frequently asked questions about the Microsoft Dynamics 365 MCP Server
How does authentication work with Dynamics 365?
Dynamics 365 uses OAuth 2.0 via Microsoft Entra ID (Azure AD). You register an app in Azure Portal, obtain a Client ID and Client Secret, configure API permissions for Dynamics CRM, and create an Application User in your Dynamics environment.
Can I query custom entities and tables in Dataverse?
Yes. The query_dataverse tool queries any entity in Dataverse — standard or custom. Use OData filter expressions, $expand for related entities, and $select for specific columns.
Does it work with both Dynamics 365 Sales and Business Central?
Yes. The MCP server supports the Dataverse Web API (for Sales, Service, Marketing) and the Business Central API (for financials, inventory, purchasing). Just point to the correct environment URL.
Can I advance opportunities through pipeline stages?
Absolutely. The update_record tool can update the stage, probability, estimated revenue, and close date of any opportunity. The agent also supports advancing records through Business Process Flows.
More in this category
Webex
10 toolsManage rooms, meetings, and collaboration workflows on Cisco Webex — the leading enterprise video conferencing platform.
AT&T Messaging
9 toolsCPaaS Messaging -- Send SMS/MMS, manage shortcodes, track delivery status, and run bulk campaigns via AT&T Messaging API.
UKG Pro
8 toolsManage HR data, employee profiles, and payroll via UKG Pro.
You might also like
Open Food Facts
2 toolsScan barcodes and search packaged food products for complete nutritional data, Nutri-Score grades, allergens, and ingredient analysis.
Hive AI
10 toolsAutomate content moderation via Hive AI — moderate text, images, video, and detect AI-generated content directly from any AI agent.
Vivo Game Open Platform
9 toolsManage Vivo Game Open Platform distribution — validate logins, query orders, and report game data directly from any AI agent.
Connect Microsoft Dynamics 365 with your favorite client
Step-by-step setup guides for every MCP-compatible client and framework:
Anthropic's native desktop app for Claude with built-in MCP support.
AI-first code editor with integrated LLM-powered coding assistance.
GitHub Copilot in VS Code with Agent mode and MCP support.
Purpose-built IDE for agentic AI coding workflows.
Autonomous AI coding agent that runs inside VS Code.
Anthropic's agentic CLI for terminal-first development.
Python SDK for building production-grade OpenAI agent workflows.
Google's framework for building production AI agents.
Type-safe agent development for Python with first-class MCP support.
TypeScript toolkit for building AI-powered web applications.
TypeScript-native agent framework for modern web stacks.
Python framework for orchestrating collaborative AI agent crews.
Leading Python framework for composable LLM applications.
Data-aware AI agent framework for structured and unstructured sources.
Microsoft's framework for multi-agent collaborative conversations.
Give your AI agents the power of Microsoft Dynamics 365 MCP Server
Production-grade Microsoft Dynamics 365 MCP Server. Verified, monitored, and maintained by Vinkius. Ready for your AI agents — connect and start using immediately.