Microsoft Dynamics 365 MCP, Ready to Go
Connect Microsoft Dynamics 365 to your AI agent via Vinkius to manage CRM records, sales pipelines, and ERP data effortlessly.
No credit card required. Experience the power of this integration risk-free.
Manage your CRM and ERP data through natural conversation.
Works with every AI agent you already use
…and any MCP-compatible client
How fast is the Microsoft Dynamics 365 MCP Server?
Average time for the server to become ready for requests over the last 13 days, measured until the initialize / tools/list handshake completes. Metrics are updated daily between 00:00 and 04:00 UTC. Create a free account, use this MCP on Vinkius Cloud, and connect it to your AI agent in seconds.
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What AI agents can do with Microsoft Dynamics 365: 10 CRM & ERP Tools
Manage your CRM and ERP data through natural conversation using these 10 core tools.
Query dataverse
Use query_dataverse to pull specific data from any entity set using OData filters. It helps you grab exactly what you need without fetching entire tables.
Count records
The count_records tool gives you a quick tally of records in any entity set. This is perfect for high-level dashboarding where you just need the numbers.
List contacts
You can use list_contacts to pull a list of all contacts from your system. It makes it easy to see who you're dealing with at a glance.
Get record
Use get_record to fetch a single record using its unique ID. It lets you see every detail on one specific account or lead.
Create record
The create_record tool adds a new record to Dynamics 365 by providing field values. It lets your agent build new entries for you instantly.
Update record
Use update_record to change only the specific fields you want on an existing record. This keeps your data clean by avoiding unnecessary overwrites.
Delete record
The delete_record tool permanently removes a record from your environment. Use this with caution when you need to clear out old data.
List accounts
Use list_accounts to retrieve a list of accounts from your CRM. You can narrow the results down by using specific filters.
List opportunities
The list_opportunities tool lets you view your sales opportunities sorted by stage or value. It helps you keep track of your active pipeline.
List cases
Use list_cases to pull a list of support cases and incidents. This gives you a clear view of what your team needs to resolve.
One MCP enables access. Vinkius turns MCPs into production-ready infrastructure.
You're looking at one of 5,700+ managed MCPs. The real value isn't the catalog. It's the control plane that secures, governs, audits, and manages every interaction between your agents and the tools they use.
No Shadow AI
Every agent action is visible, approved, and auditable. Nothing runs outside your governance.
Absolute agent control
Fine-grained permissions for every agent, MCP, and tool. Instantly revoke access and audit every execution.
Cost control per token
Spend broken down to the token, tool, and agent. Budgets and hard limits. No surprise invoices.
Managed & monitored infra
We operate the runtime, authentication, scaling, retries, and monitoring. Your team manages AI, not infrastructure.
Data protection, DLP by design
Sensitive data is filtered before reaching the model. Access is governed so agents receive only the information they're allowed to use.
Token optimization, real savings
Lower AI costs by delivering the right context instead of unnecessary tools. Better accuracy, faster responses, and fewer wasted tokens.
Microsoft Dynamics 365 CRM Data Management
The people who are tired of clicking through endless CRM menus to find a single piece of data. This is for the sales reps, support agents, and finance teams who need to move faster.
Sales Representative
Updates deal values and creates new quotes during live calls without switching tabs.
Customer Service Agent
Logs new support cases and checks resolution status while staying in a chat window.
Finance Analyst
Pulls journal entries and financial dimensions for quick reporting without running complex exports.
CRM Administrator
Audits entity configurations and checks data integrity through simple conversational queries.
Frequently Asked Questions
Can the Microsoft Dynamics 365 MCP help with sales pipeline tracking? +
Yes, it allows your AI agent to pull and display your current sales opportunities. You can ask about specific deal values, stages, and close dates to get a clear view of your pipeline without opening the CRM.
How do I connect Microsoft Dynamics 365 to my AI agent? +
You just need to subscribe to the MCP and provide your Azure AD credentials and environment URL. Once connected, your agent can start interacting with your CRM and ERP data immediately.
Can I use this MCP to manage my Business Central financial data? +
Yes, it supports financial operations including querying journal entries and G/L accounts. This makes it easy to pull financial data for reports through a simple conversation.
Does Microsoft Dynamics 365 MCP support custom entities? +
Yes, it can access any Dataverse entity. This includes custom tables and relationships you've built within your Dynamics environment.
Is my data secure when using the Microsoft Dynamics 365 MCP? +
The MCP uses your existing Azure AD credentials to authenticate. Your data remains within your secure environment, and the agent only accesses what you authorize through your permissions.
Can the MCP create new records like quotes and invoices? +
Yes, it can create new records including sales orders, quotes, and invoices. You can simply tell your agent what details to include, and it will populate the fields for you.
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.
Your AI, connected to everything.
No credit card required · Free tier available
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