Dynamics 365 MCP for AI Agents. Manage CRM, ERP, and Financial Data via Conversation
Microsoft Dynamics 365 MCP connects your AI agent directly to a unified CRM and ERP system. It lets you manage accounts, track sales opportunities, create support cases, and query complex financial data—all through natural conversation.
Give Claude and any AI agent real-world access
You can list, retrieve details for, or create entirely new account and contact records.
The agent lets you query open deals by stage or probability, and update the values and owners of specific opportunities.
You can create new support tickets (cases) for any account and track their progress through resolution cycles.
The MCP allows querying journal entries and specific General Ledger accounts housed in Business Central.
You can create new records across multiple data types, including sales orders, quotes, or invoices.
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What AI agents can do with Microsoft Dynamics 365: 10 Tools
Use these ten tools through your agent to query, create, update, or delete structured records across all major components of Dynamics 365.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using Microsoft Dynamics 365 MCPQuery Dataverse
Queries any core business data set, including accounts, contacts, opportunities, incidents, leads, sales orders, and invoices.
Count Records
Gets a simple count of records in any Dynamics 365 entity without fetching the full...
Get Record
Retrieves all details for one specific record using its unique ID.
Create Record
Creates a brand new record in Dynamics 365 by providing the necessary field values...
Update Record
Modifies an existing record, allowing you to specify only the fields that need...
Delete Record
Permanently removes a Dynamics 365 record from the system; this action is irreversible.
List Accounts
Retrieves a filtered list of all associated accounts within your organization's Dynamics 365 environment.
List Opportunities
Lists sales opportunities, enabling filtering by stage, estimated value, or close...
List Cases
Retrieves a list of all active and closed support cases (incidents).
List Contacts
Provides an overview list of contacts associated with the system.
Security and governance baked right in.
Pick your AI client below to get set up. Just create a Vinkius account, subscribe, and you're instantly up and running. We handle the entire backend infrastructure, delivering out-of-the-box support for HTTPS Streamable, SSE, and OAuth2—zero messy routing required.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on each call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Microsoft Dynamics 365, then connect any of our 5,200+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 5,200+ others, all in one place
- Add new capabilities to your AI anytime you want
- Connections are secured and governed automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog weekly
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Microsoft Dynamics 365. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
VINKIUS INFRASTRUCTURE
Cloud Hosted
Managed infra
V8 Isolated
Sandboxed per request
Zero-Trust Proxy
No stored credentials
DLP Enforced
Policy on each call
GDPR Compliant
EU data residency
Token Compression
~60% cost reduction
The constant context switching kills productivity. Solved with Vinkius AI Gateway
Today, managing a single customer interaction means jumping between five screens: the account details tab, the open opportunity pipeline view, the support case history form, and finally, the financial ledger screen to check billing. You spend 80% of your time clicking, copying IDs from one sheet into another, and confirming data points across different tabs.
With this MCP, all that context switching disappears. Your agent handles the navigation; you just talk. Need to know if a deal is viable? Ask it. Want to create a new case while reviewing account history? Tell the agent. You get immediate answers and executed actions without ever leaving your chat.
The Microsoft Dynamics 365 MCP delivers full-cycle data control.
You no longer need to manually pull reports for total revenue or track multiple opportunities by hand. Instead, you can ask the agent to list_opportunities filtered by stage and then use get_record to grab specific details on any single deal you want to review.
It’s not just reading data; it's writing it. You can create_record a new sales order or update an account status instantly. Your entire operational flow becomes conversational, saving hours of tedious UI work.
What your AI can actually do with this
Imagine talking to your business software like it’s an extension of your mind. This MCP connects your conversational AI client to Microsoft Dynamics 365's core operations. You stop clicking through tabs and start asking questions. Need to know the total revenue from the EMEA region this quarter? Ask for it.
Want to update a deal value or assign ownership on a stalled opportunity? Tell the agent. The system handles the record updates, case creation, and data lookups behind the scenes. Because Vinkius manages thousands of MCPs, connecting your AI agent to Dynamics 365 means you get instant access to manage accounts, pipeline status, and financial records without ever leaving your chat window.
019d758a-ec4d-7172-ba2f-4cb5f63b1376 Here's how it actually works
The bottom line is you talk to a single interface that handles all your complex business data operations in Dynamics 365.
First, subscribe to this MCP and enter your required Azure AD credentials (Client ID, Secret, Tenant ID) along with the Dynamics 365 environment URL.
Next, connect your preferred AI client. Once authorized, your agent gains programmatic access to all core CRM and ERP tools.
Finally, simply ask your agent natural language questions—like 'Show me opportunities over $100K closing this month'—and the MCP executes the required operations.
Who is this actually for?
Anyone who spends time navigating multiple tabs and forms across CRM, ERP, and support systems. It's for the sales rep tired of manual pipeline updates, the finance team needing quick ledger checks, or customer service agents drowning in ticket queues.
Uses the agent to check current opportunities and update deal values without opening the full CRM UI.
Creates new support cases directly from a chat conversation, logging details like billing discrepancies instantly.
Queries specific financial data, such as journal entries or G/L accounts, to pull immediate reports for review.
Audits the system by listing and managing records across different entity sets using conversational commands.
What Changes When You Connect
Stop opening multiple tabs to check pipeline status. You can use list_opportunities to query open deals by stage or probability directly in chat.
Write support cases without leaving your workflow. Use the agent to create a new support case for any account, tracking resolution progress automatically.
Never lose track of client details again. The MCP lets you list_contacts and list_accounts so you always know who's connected to what deal.
Accelerate sales cycles by managing deals conversationally. You can update_record on opportunities or create a quote without navigating the full Dynamics UI.
Access financial depth instantly. Query journal entries and G/L accounts directly, making it easier for finance teams to check business process flows.
Get data fast. Instead of downloading large CSVs, use count_records to quickly verify how many records exist in an entity set.
See it in action
Checking the Q3 Pipeline Status
A sales rep needs to know which deals are likely closing next quarter. Instead of running a complex report, they ask their agent: 'Show me all opportunities closing in Q3 with value above $50K.' The MCP runs list_opportunities and summarizes the total revenue for review.
Handling an Urgent Billing Issue
A customer calls about a billing discrepancy. The agent creates a new support case using the relevant account ID, assigning it 'High' priority status immediately so the support team can jump on it.
Getting Financial Oversight Quickly
A financial analyst needs to verify Q2 expenses related to a specific business unit. They prompt the agent to query journal entries for that period, getting immediate confirmation of the General Ledger accounts involved.
Updating an Account After a Meeting
After a meeting, the rep needs to update key details. They use the update_record function to change the account ownership and advance the opportunity stage from 'Qualify' to 'Proposal,' all in one chat command.
The honest tradeoffs
What to watch out for, and the recommended way to handle each one.
Treating it like a simple database query
Asking the agent, 'Give me everything about Contoso Ltd.' This is too broad; the system needs to know what type of data you want (contacts, accounts, or cases).
Be specific. Instead, ask: 'List all contacts associated with account ID [ID].' If you need a summary, use list_accounts and specify filters.
Trying to do too many unrelated things at once
'What are the Q2 revenues AND can you create a case for me?' The agent will get confused because these are two separate operations (querying data vs. creating records).
Break it up. First, ask 'Show me total revenue.' Once that's done, start the next task: 'Now, create a support case for Contoso Ltd.'
Assuming the record exists and just asking to update it
Telling the agent, 'Update this deal,' without providing the Opportunity ID. The system can't find anything to modify.
Always identify the target first. Use get_record or list_opportunities to confirm the correct record ID before attempting an update_record.
When It Fits, When It Doesn't
Use this MCP if your primary job involves managing structured data across multiple interconnected business functions, particularly sales (CRM) and finance (ERP). If you need to query a specific field on one type of record (e.g., just the phone number), then use get_record. If you only need simple aggregate numbers for a dashboard without pulling full records, count_records is more efficient than querying dataverse generally. Don't use this if your goal is simply writing an email or generating raw text; that requires a different type of tool. This MCP is strictly for operational execution and structured data retrieval.
Questions you might have
How does the Microsoft Dynamics 365 MCP handle security permissions? +
The system uses your provided Azure AD credentials to ensure that all actions are performed within the scope of your user permissions, meaning you only interact with data you are authorized to see or change.
Can I use the Microsoft Dynamics 365 MCP for reporting on invoices? +
Yes. You can query_dataverse specific invoice records and even create new sales orders using the MCP, allowing for end-to-end transaction management.
Is list_opportunities the best way to check my pipeline status? +
list_opportunities is designed specifically to filter by stage, probability, or close date. This makes it faster and more accurate than a general data query for sales forecasting.
What if I want to delete an account record using the Microsoft Dynamics 365 MCP? +
You can use the delete_record tool, but be warned: this action is irreversible. The agent will confirm the record ID before proceeding.
Does the MCP support custom tables outside of core CRM data? +
Yes, you can access any Dataverse entity through the Web API using query_dataverse, which includes custom tables and relationships built into your environment.