Microsoft Dynamics (#365)をAIに接続

• 01 / 03サポートケースの作成方法
• 02 / 03財務データの照会方法
• 03 / 03商談情報の更新方法

最速日

775ms

最遅日

953ms

14日間の傾向

改善傾向-5%

Microsoft Dynamics 365 Connector

準備完了です。MCPクライアントを選択し、セットアップ手順に従ってください。

コネクタリンクhttps://edge.vinkius.com/vk_preview_2D5pZptUti1NAJZPEQkgQp0Hd1cAV4nej1yQGusB/mcpコピー

Claude Desktop

以下の手順で数秒で接続できます。

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.

設定 · claude_desktop_config.jsonコピー

{
  "mcpServers": {
    "microsoft-dynamics-365-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_2D5pZptUti1NAJZPEQkgQp0Hd1cAV4nej1yQGusB/mcp"
    }
  }
}

• Claude
• ChatGPT
• Cursor
• VS Code
• Windsurf
• Claude Code
• JetBrains
• Cline

各クライアントの手順ガイドはこちらです。 接続方法

Claude向けのガイド付きセットアップ？ Microsoft Dynamics 365をClaudeや他のAIに設定する

このConnectorが対応するすべてのAIクライアントを見る ↑

• 01

  営業担当者

  チャットを通じて商談の更新、見積作成、パイプライン状況の確認を迅速に行えます。

• 02

  カスタマーサービス担当者

  Dynamics 365のUIを操作することなく、サポートケースの作成や解決を進められます。

• 03

  財務チーム

  Business Centralの財務データや仕訳エントリーを直接照会できます。

• 04

  CRM管理者

  対話を通じてエンティティの設定監査やデータ整合性の管理が行えます。

• 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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