Dynamics 365 MCP. Operate your CRM and ERP via conversation.

Microsoft Dynamics 365 MCP Server connects your AI client directly into your core CRM and ERP systems. Forget clicking through dashboards just to do simple work; you'll just tell your agent what needs doing on the platform, period.

This server exposes tools that let you manage accounts, handle support tickets, move deals through the pipeline, and check financial records—all using natural language chat. You don't need to know where the button is; you just ask for the data or tell it to make the change.

Managing Accounts and Contacts:
You can list multiple customer accounts, filtering them down by whatever criteria you need. When you need details on a specific account, your agent uses get_record to pull every piece of information associated with that unique ID. If you're tracking who works at those companies, the server lets you list all contacts tied to any given account through list_contacts.

You can also change basic account details or update records using update_record, specifying only the fields that need tweaking.

Tracking the Sales Pipeline:
To get a read on current revenue, your agent uses list_opportunities, pulling open deals filtered by stage, close date, or estimated value. If you've closed a deal and need to document it, you can use create_record to build brand new sales orders into Dynamics 365. You can also handle the whole lifecycle of an opportunity using core tools like get_record and update_record, making sure every detail is current.

Handling Support Cases:
Need to know what’s broken? The server lets you retrieve a list of support incidents using list_cases. When a new issue pops up, your agent can create it immediately with create_record, letting you track resolution status without lifting a finger. You'll also use get_record and update_record to manage the specific details of any case file.

Running Complex Queries and Finance:
The real power here is in its versatility. Instead of clicking through multiple menus, your agent uses query_dataverse to query virtually any Dataverse entity set—that includes accounts, contacts, opportunities, invoices, and everything else stored in custom tables. If you need hard numbers for accounting, this tool lets you access financial records by querying journal entries or G/L accounts using OData filter syntax.

You can also use list_accounts to get a general count of your base records with the count_records tool, which is perfect for quick dashboard checks.

General Data Manipulation (CRUD):
Your agent has full control over core data operations across any entity set. It uses create_record when you need to build something from scratch; it relies on get_record to pull down specific details using an ID; and it employs update_record to change existing values without deleting anything important.

Remember, if a record is garbage, your agent can use delete_record to permanently wipe it out of the system. It’s that much power in one chat window.