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Connect Microsoft Dynamics (#365) to ChatGPT and Claude

Set it up once and it works in ChatGPT, Claude, Cursor, and any other client you love. It all runs safely in the background, so you can relax and focus on what really matters. Run your CRM and ERP operations through natural conversation.

Ask AI about this Connector

Developed, maintained, and hosted by Vinkius.

MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED

Waiting for input…

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

ChatGPTClaudeCursorPerplexityGeminiMicrosoft CopilotRaycastMeta AI

Your AI does the work. We keep it safe and sound.

No other AI tool gives you this. Your workflow runs in the client you already love, your account stays protected, and you decide what the agent can and cannot do. It is the whole reason to make the switch.

Each Connector lives inside our infrastructure, the same place where your workflow runs. The three things below are already part of it, working quietly in the background so you never have to think about them. Nothing to add, nothing to set up, nothing to worry about.

A futuristic MCP client docking bay
V8 Isolate01

Each Connector runs inside its own sealed environment.

Each Connector runs inside its own sealed V8 runtime — no access to your files, your system, or other servers. A Connector never sees past its own request.

Kill Switch02

One switch stops every agent. Instantly.

One action deactivates every Connector, revokes every token, and ends every session at once. AI Governance keeps the record.

FinOps per User03

Spending limits that pause instead of surprise.

Every user keeps their own connections and credentials, isolated from everyone else. Anything that would cross your spending limit is held for your approval, not billed.

Three controls, built into the layer your AI connects through.

Curated set · 10 capabilities

We ship only the actions that matter.

Capability set01 / 03

01-04

4 capabilities in this set.

Part of 10 available through Microsoft Dynamics 365.

  1. 01

    Get record

    This capability fetches a single, specific Dynamics 365 record using its unique identifier.

  2. 02

    Update record

    This capability modifies existing Dynamics 365 records. You only need to provide the specific fields you want to change.

  3. 03

    Query dataverse

    This capability queries any Dataverse entity set using OData filter syntax. It works for accounts, leads, invoices, and more.

  4. 04

    Count records

    This capability returns the total number of records in a specific entity set. It is a fast way to get counts for dashboards without pulling full data sets.

Capability set02 / 03

05-07

3 capabilities in this set.

Part of 10 available through Microsoft Dynamics 365.

  1. 05

    Create record

    This capability adds new records to Dynamics 365. You provide the field values as JSON and use the @odata.bind format for lookups.

  2. 06

    Delete record

    This capability removes a record from Dynamics 365. Use this with caution as the action is irreversible.

  3. 07

    List accounts

    This capability retrieves a list of Dynamics 365 accounts. You can use filters to narrow down the results.

Capability set03 / 03

08-10

3 capabilities in this set.

Part of 10 available through Microsoft Dynamics 365.

  1. 08

    List opportunities

    This capability fetches sales opportunities. You can filter these by stage, close date, or estimated value.

  2. 09

    List cases

    This capability retrieves a list of support cases or incidents from your system.

  3. 10

    List contacts

    This capability pulls a list of Dynamics 365 contacts.

Real work

What teams actually run

01

Sales Pipeline Audits

Ask your agent to find all high-value deals closing this week to prepare for a meeting.

02

Rapid Case Creation

Tell your agent to open a new support ticket for a specific client immediately after a call.

03

Financial Reporting

Get instant totals for revenue or journal entries from Business Central without running manual reports.

04

Account Maintenance

Update contact information or relationship hierarchies for key accounts through a single prompt.

Automate a task

Put Microsoft Dynamics 365 to work on one thing.

Step-by-step automations your AI runs through this Connector: the workflow, the prompts to start with, and the exact capabilities behind each move.

One connector, every AI

Microsoft Dynamics 365 works with the most popular AI clients.

These are the most popular clients, each with a step-by-step guide: one link, set up once, with governance and visibility built in. And because everything runs on the MCP standard, the same connection also works in any other compatible client — nothing to rebuild.

ClaudeClaudeChatGPTChatGPTGeminiGeminiPerplexityPerplexityGrokGrokMicrosoft CopilotMicrosoft CopilotCursorCursorVS CodeVS CodeWindsurfWindsurfJetBrainsJetBrainsClineClineLangChainLangChainVercel AI SDKVercel AI SDKLovableLovableZ.aiZ.aiRaycastRaycastQwen CodeQwen CodeKimi CodeKimi CodeLe ChatLe Chat

Building your own app? The connector is yours to use.

You don't need a client to put Microsoft Dynamics 365 to work: the same hosted connection plugs into your own applications and agent code, with the same governance on every request. Build with it, chat with it — one connection for both.

Observed, not estimated

836ms average. Fast in production.

Microsoft Dynamics 365 is checked daily against the live service.

Daily averagePeak 953ms
Oct 14Today
Fastest day
775ms
Slowest day
953ms
14-day trend
Improving-5%

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

Guided setup for Claude? Set up Microsoft Dynamics 365 in Claude and other AIs

See all the AI clients this connector works with ↑

Who it's for

Built for the work Microsoft Dynamics 365 owners hand off.

This MCP is built for professionals who live in Microsoft's enterprise ecosystem and need to move data without switching tabs constantly.

  • 01

    Sales Representatives

    They use the agent to update opportunities and generate quotes via chat.

  • 02

    Customer Service Agents

    They resolve support cases and manage incidents without opening the Dynamics UI.

  • 03

    Finance Teams

    They query financial data and journal entries in Business Central directly.

  • 04

    CRM Administrators

    They audit entity configurations and maintain data integrity through conversation.

FAQ

Questions Microsoft Dynamics 365 owners ask.

  • 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.

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