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Vinkius

Microsoft Dynamics 365 Connector for AI agents.

10 live capabilities

Manage your CRM and ERP data through natural conversation.

Live agent request Microsoft Dynamics 365 / Connector

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AI Agent

Why people use Microsoft Dynamics 365

Microsoft Dynamics 365 CRM Data Management

With this Connector, you just ask your agent for the information. You can get a summary of a client's account or a list of recent cases without ever opening a browser tab. It turns your data into a conversation.

  • Claude
  • ChatGPT
  • Gemini
  • Cursor
  • Visual Studio Code
  • Windsurf

What Vinkius changes

You get a conversational interface for your entire enterprise data suite.

Use it from Claude, ChatGPT, Cursor or another AI client you already have.

One account · 5,900+ Connectors

  1. Real-world use case 01

    Updating a deal during a live call

    A rep needs to check the status of a $50k deal during a call.

  2. Real-world use case 02

    Logging a billing discrepancy

    A customer reports a billing issue.

  3. Real-world use case 03

    Quick financial summaries

    A manager needs a summary of last month's entries.

Complete set · 10capabilities

The complete Microsoft Dynamics 365 capability set.

These are the exact actions your AI can choose when you ask it to work with Microsoft Dynamics 365.

Capability set01 / 03

01—04

4 capabilities in this set.

Part of 10 available through Microsoft Dynamics 365.

  1. 01 Capability

    Count records

    The count_records capability gives you a quick tally of records in any entity set. This is perfect for high-level dashboarding where you just need the numbers.

  2. 02 Capability

    Create record

    The create_record capability adds a new record to Dynamics 365 by providing field values. It lets your agent build new entries for you instantly.

  3. 03 Capability

    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.

  4. 04 Capability

    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.

Capability set02 / 03

05—07

3 capabilities in this set.

Part of 10 available through Microsoft Dynamics 365.

  1. 05 Capability

    Delete record

    The delete_record capability permanently removes a record from your environment. Use this with caution when you need to clear out old data.

  2. 06 Capability

    List accounts

    Use list_accounts to retrieve a list of accounts from your CRM. You can narrow the results down by using specific filters.

  3. 07 Capability

    List opportunities

    The list_opportunities capability lets you view your sales opportunities sorted by stage or value. It helps you keep track of your active pipeline.

Capability set03 / 03

08—10

3 capabilities in this set.

Part of 10 available through Microsoft Dynamics 365.

  1. 08 Capability

    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.

  2. 09 Capability

    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.

  3. 10 Capability

    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.

Set up in minutes

One URL. Then ask Microsoft Dynamics 365 to work.

Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Microsoft Dynamics 365 from the conversation.

Choose your client

Live preview
Advanced clients IDE · CLI

Claude · Web + desktop

Official guide ↗

Connector URL · ready to paste

Streamable HTTP
https://edge.vinkius.com/vk_preview_2D5pZptUti1NAJZPEQkgQp0Hd1cAV4nej1yQGusB/mcp
  1. Step 01

    Open Connectors

    In Claude Web or Claude Desktop, open Settings and choose Connectors.

  2. Step 02

    Add the URL

    Choose Add custom connector, name it Microsoft Dynamics 365, and paste the URL above.

  3. Step 03

    Turn it on in chat

    Select +, open Connectors, and enable Microsoft Dynamics 365 for the conversation.

Where the request belongs

Work Microsoft Dynamics 365 can move forward.

Built around the request

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.

01

Sales Representative

Updates deal values and creates new quotes during live calls without switching tabs.

02

Customer Service Agent

Logs new support cases and checks resolution status while staying in a chat window.

03

Finance Analyst

Pulls journal entries and financial dimensions for quick reporting without running complex exports.

04

CRM Administrator

Audits entity configurations and checks data integrity through simple conversational queries.

Build the capability set

Add more capabilities.

Each Connector adds new actions and data without changing how you work.

Browse Connectors
Attio logo
01 14 capabilities

Attio

Build powerful CRM workflows with flexible data models, relationship tracking, and deal management tailored to your process.

View Connector
Twenty CRM logo
02 25 capabilities

Twenty CRM

Manage your CRM data directly from AI. list people, companies, and opportunities, and create or update records in Twenty CRM.

View Connector
Salesforce Sales Cloud logo
03 10 capabilities

Salesforce Sales Cloud

Manage leads, opportunities, accounts, contacts, and your entire sales pipeline through natural conversation with your Salesforce CRM.

View Connector
HubSpot logo
04 12 capabilities

HubSpot

Grow better with an integrated CRM that unifies marketing, sales, service, and operations in one powerful platform.

View Connector
Zoho CRM (Full) logo
05 9 capabilities

Zoho CRM (Full)

Manage leads, contacts, accounts, deals, and notes. complete Zoho CRM access through natural conversation.

View Connector
Agendor logo
06 6 capabilities

Agendor

CRM for sales teams. manage leads, organizations, and pipelines via AI.

View Connector

Bring your own AI

Change the model, client or framework. Keep Microsoft Dynamics 365 connected.

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Before you connect

Questions about Microsoft Dynamics 365.

The practical details behind the request, access and result.

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 Connector 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 Connector 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 Connector 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 Connector 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 capability 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 Connector 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 capability can update the stage, probability, estimated revenue, and close date of any opportunity. The agent also supports advancing records through Business Process Flows.

One connection away

Give your agent a direct line to Microsoft Dynamics 365.

Connect Microsoft Dynamics 365 once. Keep it beside 5,900+ managed Connectors when the next task needs more.

Explore every Connector No credit card required · Free tier available