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Use Microsoft Dynamics 365 with your AI.

Connect your account once and let the AI you already use work with it, without building another integration. Manage accounts, opportunities, orders, and business processes on Microsoft Dynamics 365. the unified CRM & ERP platform.

Included with plan

Ask AI about this Connector

Developed, maintained, and hosted by Vinkius.

MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED

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Works with modern AI clients that support MCP, including ChatGPT, Claude, Cursor, and more.

ChatGPTClaudeCursorPerplexityGeminiMicrosoft CopilotRaycastMeta AI

Complete set · 10 capabilities

The complete Microsoft Dynamics 365 capability set.

These are the exact actions your AI can choose when you ask it to work with Microsoft Dynamics 365.

Capability set01 / 03

01-04

4 capabilities in this set.

Part of 10 available through Microsoft Dynamics 365.

  1. 01

    Update record

    Only specify the fields you want to change. Update an existing Dynamics 365 record

  2. 02

    Count records

    Useful for dashboards without fetching full records. Count records in a Dynamics 365 entity set

  3. 03

    Create record

    Provide field values as JSON. For lookups, use the @odata.bind format. Create a new record in Dynamics 365

  4. 04

    List cases

    List support cases (incidents)

Capability set02 / 03

05-07

3 capabilities in this set.

Part of 10 available through Microsoft Dynamics 365.

  1. 05

    List contacts

    List Dynamics 365 contacts

  2. 06

    List opportunities

    Filter by stage, close date, or estimated value. List sales opportunities

  3. 07

    Query dataverse

    Common entity sets: accounts, contacts, opportunities, incidents (cases), leads, salesorders, invoices. Use OData filter syntax. Query any Dataverse entity set

Capability set03 / 03

08-10

3 capabilities in this set.

Part of 10 available through Microsoft Dynamics 365.

  1. 08

    Delete record

    This action is irreversible. Delete a Dynamics 365 record

  2. 09

    List accounts

    Use filter to narrow results. List Dynamics 365 accounts

  3. 10

    Get record

    Example: get_record("accounts", "00000000-0000-0000-0000-000000000001"). Get a specific Dynamics 365 record

Observed, not estimated

890ms average. Fast in production.

Microsoft Dynamics 365 is checked daily against the live service.

Daily averagePeak 1114ms
Aug 20Today
Fastest day
752ms
Slowest day
1114ms
14-day trend
Slowing+17%

Connect your client

One URL. Every client.

Activate the Connector, copy your link, and paste it into the client you already use. 10 capabilities arrive ready to run.

Preview access · not provider authentication

The vk_preview_* token belongs to Vinkius preview infrastructure. It lets Claude discover and display the capabilities of Microsoft Dynamics 365, so you can see the experience inside your AI.

It does not authenticate your account with Microsoft Dynamics 365. Actions requiring credentials or live account data may not run until you activate the Connector and authorize the service.

Microsoft Dynamics 365 Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_2D5pZptUti1NAJZPEQkgQp0Hd1cAV4nej1yQGusB/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  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.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "microsoft-dynamics-365-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_2D5pZptUti1NAJZPEQkgQp0Hd1cAV4nej1yQGusB/mcp"
    }
  }
}
  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Step-by-step instructions for each client are in the guide. How to connect

FAQ

Questions Microsoft Dynamics 365 owners ask.

  • 01

    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.

  • 02

    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.

  • 03

    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.

  • 04

    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.

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