Verbinden Sie Microsoft Dynamics (#365) mit Ihrer KI

• 01 / 03Support-Cases erstellen
• 02 / 03Finanzdaten abfragen
• 03 / 03Opportunities aktualisieren

Schnellster Tag

775ms

Langsamster Tag

953ms

14-Tage-Trend

Verbessernd-5%

Microsoft Dynamics 365 Connector

Alles bereit. Wählen Sie Ihren MCP-Client und folgen Sie den Einrichtungsschritten.

Connector-Linkhttps://edge.vinkius.com/vk_preview_2D5pZptUti1NAJZPEQkgQp0Hd1cAV4nej1yQGusB/mcpKopieren

Claude Desktop

Folgen Sie den Schritten unten, um sich in Sekunden zu verbinden.

1. 1In Claude Desktop, open Settings → Connectors.
2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
3. 3Click Add and start a new chat — Microsoft Dynamics 365 capabilities are ready to use.

Konfiguration · claude_desktop_config.jsonKopieren

{
  "mcpServers": {
    "microsoft-dynamics-365-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_2D5pZptUti1NAJZPEQkgQp0Hd1cAV4nej1yQGusB/mcp"
    }
  }
}

• Claude
• ChatGPT
• Cursor
• VS Code
• Windsurf
• Claude Code
• JetBrains
• Cline

Schritt-für-Schritt-Anleitungen für jeden Client finden Sie im Guide. Verbinden

Geführte Einrichtung für Claude? Microsoft Dynamics 365 in Claude und anderen KI-Tools einrichten

Alle KI-Clients ansehen, mit denen dieser Connector funktioniert ↑

• 01

  Vertriebsmitarbeiter

  Aktualisieren von Verkaufschancen, Erstellen von Angeboten und Überprüfung des Pipeline-Status via Chat.

• 02

  Kundenservice-Agenten

  Erstellen und Lösen von Support-Fällen direkt über die KI-Konversation.

• 03

  Finanzteams

  Direkte Abfrage von Finanzdaten und Journalbuchungen aus Business Central.

• 04

  CRM-Administratoren

  Überprüfung von Entity-Konfigurationen und Sicherstellung der Datenintegrität durch einfache Abfragen.

• 01

  How do I connect my Dynamics 365 data to my AI?

  You subscribe to the MCP on Vinkius and provide your Azure AD credentials and environment URL. Once connected, your AI client can immediately start interacting with your data.

• 02

  Which AI clients can I use with this MCP?

  This MCP works with any compatible client, including Claude, Cursor, and Windsurf.

• 03

  Can I access custom tables in my Dataverse environment?

  Yes. The agent can query any Dataverse entity set through the Web API, including custom tables and relationships.

• 04

  Does this work with Business Central?

  Yes. You can query journal entries, G/L accounts, and financial dimensions within Business Central.

• 05

  Is my data secure?

  The connection uses your own Azure AD credentials to ensure that the AI agent only accesses the data your existing permissions allow.

• 06

  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.

• 07

  Can I query custom entities and tables in Dataverse?

  Yes. The query_dataverse capability queries any entity in Dataverse. standard or custom. Use OData filter expressions, $expand for related entities, and $select for specific columns.

• 08

  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.

• 09

  Can I advance opportunities through pipeline stages?

  Absolutely. The update_record capability can update the stage, probability, estimated revenue, and close date of any opportunity. The agent also supports advancing records through Business Process Flows.

• 

  Xiaoshouyi / Neocrm KI-Connector

  China's leading enterprise CRM platform — manage leads, accounts, and opportunities via AI.

  Ansehen
• 

  Zoho CRM Contacts KI-Connector

  Search, create, and manage contacts, leads, and accounts — with lead conversion and related records in Zoho CR

  Ansehen
• 

  Zoho CRM (Full) KI-Connector

  Manage leads, contacts, accounts, deals, and notes — complete Zoho CRM access through natural conversation.

  Ansehen
• 

  Close CRM (Inside Sales CRM & Automation API) KI-Connector

  Manage leads, contacts, and sales opportunities in Close CRM — automate your inside sales pipeline and lead tr

  Ansehen

Vorschläge

• 

  Hevo Data (ETL & Data Pipeline) KI-Connector

  Manage data pipelines via Hevo — list pipelines, monitor destinations, and track usage.

  Ansehen
• 

  Data Pipeline Prover KI-Connector

  A data team asked an AI to build an ETL pipeline. No schema contract. No idempotency. No freshness SLA. The pi

  Ansehen
• 

  HubSpot CRM (Full) KI-Connector

  Manage contacts, companies, deals, tickets, notes, owners, and pipelines — full access to your HubSpot CRM thr

  Ansehen
• 

  Salesforce Sales Cloud KI-Connector

  Manage leads, opportunities, accounts, contacts, and your entire sales pipeline through natural conversation w

  Ansehen