Bring Account Management
to Windsurf
Create your Vinkius account to connect Microsoft Dynamics 365 to Windsurf and start using all 10 AI tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code. No hosting, no server setup — just connect and start using.
GDPR Free for SubscribersCompatible with every major AI agent and IDE
Gemini
What is the Microsoft Dynamics 365 MCP Server?
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
- Subscribe to this server
- Enter your Azure AD app credentials (Client ID, Client Secret, Tenant ID) and Dynamics 365 environment URL
- 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
Built-in capabilities (10)
Useful 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
Why Windsurf?
Windsurf's Cascade agent chains multiple Microsoft Dynamics 365 tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 10 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.
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Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention
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Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively
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JSON-based configuration means zero code changes: paste a URL, reload, and all 10 tools are immediately available
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Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts
Microsoft Dynamics 365 in Windsurf
Why run Microsoft Dynamics 365 with Vinkius?
The Microsoft Dynamics 365 connection runs on our fully managed, secure cloud infrastructure. We handle the hosting, maintenance, and security so you don't have to deal with servers or code. All 10 tools are ready to work instantly without any complex setup.
You stay in complete control of your data. Your AI only accesses the information you approve, keeping your sensitive passwords and private details completely safe. Plus, with automatic optimizations, your AI works faster and more efficiently.
* Every connection is hosted and maintained by Vinkius. We handle the security, updates, and infrastructure so you don't have to write code or manage servers. See our infrastructure
Over 4,000 integrations ready for AI agents
Explore a vast library of pre-built integrations, optimized and ready to deploy.
Connect securely in under 30 seconds
Generate tokens to authenticate and link external services in a single step.
Complete visibility into every agent action
Audit live requests, latency, success rates, and active security compliance policies.
Optimize spending and track token ROI
Analyze real-time token consumption and cost metrics detailed by connection.
Explore our live AI Agents Analytics dashboard to see it all working
This dashboard is included when you connect Microsoft Dynamics 365 using Vinkius. You will never be left in the dark about what your AI agents are doing with your tools.
Microsoft Dynamics 365 and 4,000+ other AI tools. No hosting, no code, ready to use.
Professionals who connect Microsoft Dynamics 365 to Windsurf through Vinkius don't need to write code, manage servers, or worry about security. Everything is pre-configured, secure, and runs automatically in the background.
Raw MCP | Vinkius | |
|---|---|---|
| Ready-to-use MCPs | Find and configure each manually | 4,000+ MCPs ready to use |
| Connection Setup | Manual coding & server setup | 1-click instant connection |
| Server Hosting | You host it yourself (needs 24/7 uptime) | 100% hosted & managed by Vinkius |
| Security & Privacy | Stored in plaintext config files | Bank-grade encrypted vault |
| Activity Visibility | Blind execution (no logs or tracking) | Live dashboard with real-time logs |
| Cost Control | Runaway AI token spend risk | Automatic budget limits |
| Revoking Access | Must delete files or code to stop | 1-click disconnect button |
How Vinkius secures
Microsoft Dynamics 365 for Windsurf
Every request between Windsurf and Microsoft Dynamics 365 is protected by our secure gateway. We automatically keep your sensitive data private, prevent unauthorized access, and let you disconnect instantly at any time.
Frequently asked questions
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.
How does Windsurf discover MCP tools?
Windsurf reads the mcp_config.json file on startup and connects to each configured server via Streamable HTTP. Tools are listed in the MCP panel and available to Cascade automatically.
Can Cascade chain multiple MCP tool calls?
Yes. Cascade is an agentic system. it can plan and execute multi-step workflows, calling several tools in sequence to accomplish complex tasks without manual prompting between steps.
Does Windsurf support multiple MCP servers?
Yes. Add as many servers as needed in mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.
Server not connecting
Check Settings → MCP for the server status. Try toggling it off and on.
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