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.

Microsoft Dynamics 365 MCP Server

Name: Microsoft Dynamics 365
Availability: InStock
Author: Vinkius

dynamics.microsoft.com

Built by Vinkius GDPR ToolsFree

Manage accounts, opportunities, orders, and business processes on Microsoft Dynamics 365 — the unified CRM & ERP platform.

Vinkius AI Gateway supports streamable HTTP and SSE.

Works with every AI agent you already use

…and any MCP-compatible client

Microsoft Dynamics 365 MCP Server: see your AI Agent in action

AI Agent→Vinkius→Microsoft Dynamics 365

You

Vinkius AI Gateway

GDPR·High Security·Kill Switch·Ultra-Low Latency·Plug and Play

Built-in capabilities (10)

count_records

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

create_record

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

delete_record

This action is irreversible. Delete a Dynamics 365 record

get_record

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

list_accounts

Use filter to narrow results. List Dynamics 365 accounts

list_cases

List support cases (incidents)

list_contacts

List Dynamics 365 contacts

list_opportunities

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

query_dataverse

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

update_record

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

What this connector 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

Give your AI agents the power of Microsoft Dynamics 365

Access Microsoft Dynamics 365 and 2,000+ MCP servers — ready for your agents to use, right now. No glue code. No custom integrations. Just plug Vinkius AI Gateway and let your agents work.

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