• NEW
  • VIEW
  • HUMAN
  • SYNC

How to create support cases with your AI

Connect your AI to Microsoft Dynamics 365 to turn chat logs and requests into formal service records. Once connected, your agent handles the data entry for you.

Ask AI about this page

Short answer

How can I make my AI create Dynamics 365 cases?

You tell your AI to summarize a conversation and turn it into a record. It uses the connection to push that data directly into your Dynamics 365 environment. You'll see the new cases appear in your dashboard immediately.

Where your data lands.

Ticket outcomes.

The AI maps your chat details to specific fields in your CRM.

NEW

Automated ticket creation

The AI builds a new record in Dynamics 365. This populates the subject, description, and priority based on your chat.

VIEW

Case list synchronization

Your agent can pull existing case data to check status or history. This keeps your chat context aligned with the system.

HUMAN

Manual review required

You decide when a case is ready to be filed. The AI prepares the draft, but you trigger the final submission to ensure accuracy.

SYNC

Data consistency

All information stays in one place. The AI ensures the details from your conversation match the required fields in your CRM.

The workflow

What your AI does when a request arrives.

The AI acts as the bridge between your conversation and your CRM database.

  1. Analyze the request

    Your agent reads the conversation to identify the core issue, the customer involved, and the urgency.

    list_cases

  2. Check existing records

    The AI looks up current tickets to see if this is a duplicate or a follow-up to an old issue.

    list_cases

  3. Draft the case

    The agent organizes the chat details into a structured format that fits your Dynamics 365 schema.

    create_record

  4. Submit the ticket

    The AI pushes the finalized details into your system to create the official record.

    create_record

Try it

Copy these to start.

Use these prompts to trigger the connection.

Starting points

These are templates. Replace the bracketed text with your specific customer names or issue types.

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"
    }
  }
}
Copy into chat04

  • Create a new support case in Dynamics 365 for the issue described in this chat.

  • Check my existing Dynamics 365 cases to see if there is an open ticket for [Customer Name].

  • Summarize this conversation and create a new record in Dynamics 365 with high priority.

  • List all open cases in Dynamics 365 related to [Product Name] so I can review them.

  • Claude
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Start here

Connect Microsoft Dynamics 365 once, then ask.

Log in to your Microsoft account through the Vinkius interface. Your credentials stay encrypted and secure, and you can start using the tools in your preferred AI client immediately.

Connect Microsoft Dynamics 365 to your AI

FAQ

How the task behaves

  • 01

    Can the AI delete existing cases?

    No. The AI only has the ability to list and create records. It cannot delete or modify existing data.

  • 02

    Does the AI create the case automatically without me asking?

    No. The AI only creates a record when you explicitly instruct it to do so in the chat.

  • 03

    Can I see a list of my current tickets?

    Yes. You can ask your AI to list your existing cases to see what is currently in the system.

  • 04

    Will the AI fill out every single field in Dynamics 365?

    The AI fills out the fields it can extract from your conversation. If a required field is missing from the chat, the creation might fail unless you provide that info.

  • 05

    Can the AI update the status of an old case?

    No. This specific connection is limited to creating new records and listing existing ones.

  • More questions about Microsoft Dynamics 365? See everything the Microsoft Dynamics 365 Connector can do

Connect Microsoft Dynamics 365 to Claude, Cursor, ChatGPT & more