Microsoft Dynamics 365 CRM MCP server ​

The Microsoft Dynamics 365 CRM MCP server lets LLMs work with Microsoft Dynamics 365 for core sales and service CRM workflows. It provides tools to search, create, update, and transition accounts, contacts, leads, opportunities, and cases without requiring direct interaction with the Microsoft Dynamics 365 interface.

Uses ​

Use the Microsoft Dynamics 365 CRM MCP server to perform the following actions:

• Find accounts, contacts, leads, opportunities, and cases by name, email, phone, or other identifying details
• Create new records or update fields on existing accounts, contacts, leads, opportunities, and cases
• Qualify a lead, and optionally create related account, contact, and opportunity records
• Resolve, reassign, or move a case to a different queue
• Record a win or loss outcome on an opportunity
• Log tasks, calls, appointments, and notes against a record
• Retrieve records related to an account, contact, lead, opportunity, or case
• Look up field definitions and choice values before creating or updating a record

Example prompts ​

Use the following example prompts to invoke Microsoft Dynamics 365 CRM MCP server tools:

• Find the lead for Alex Patel at Acme Corp.
• Qualify this lead and create the related opportunity.
• Update the estimated close date on this opportunity.
• Log the call I just had with Acme Corp.
• Resolve this case with a note explaining the fix.
• Reassign this case to Kai Lee.
• Move this case to the escalations queue.
• Mark this opportunity as won.
• What fields can I set on a case?
• Find the queue ID for the billing team.

Microsoft Dynamics 365 CRM MCP server tools ​

The Microsoft Dynamics 365 CRM MCP server provides the following tools:

Install the Microsoft Dynamics 365 CRM MCP server ​

Complete the following steps to install a prebuilt MCP server to your project:

Microsoft Dynamics 365 CRM connection setup ​

https://www.workato.com/oauth/callback

How to use Microsoft Dynamics 365 CRM MCP server tools ​

Refer to the following sections for detailed information on available tools:

get_record tool ​

The get_record tool retrieves a single CRM record by ID or alternate key. Your LLM uses this tool to inspect a record's current fields before acting on it, or to confirm a write it just made.

Try asking:

• Show me the full details for this lead.
• What are the current fields on this opportunity?
• Confirm the case status after I just resolved it.
• Get the details for this account.

search_records tool ​

The search_records tool searches for CRM records by field values or by identity attributes, such as name, email, or phone. Your LLM uses this tool to find accounts, contacts, leads, opportunities, or cases before reading, updating, or transitioning them, or to look up a queue ID before moving a case.

Try asking:

• Find the lead for Alex Patel at Acme Corp.
• Search for open cases assigned to Jade Chen.
• Find the contact with the email [email protected].
• Find the queue ID for the billing team.

describe_schema tool ​

The describe_schema tool describes the fields, types, and choice values of a supported CRM object. Your LLM uses this tool to discover writable fields and valid choice values on an account, contact, lead, opportunity, or case before creating or updating a record.

Try asking:

• What fields can I set on a case?
• List the valid status reasons for an opportunity.
• What fields are available on the lead object?
• Show me the choice values for case priority.

create_record tool ​

The create_record tool creates a new CRM record on a supported object. Your LLM uses this tool to add a new account, contact, lead, opportunity, or case after a conversation or inbound request.

Try asking:

• Create a new lead for Dana Lopez at Acme Corp.
• Add a contact for Kiran Nguyen.
• Create a case for this support request.
• Add a new opportunity for the Acme Corp renewal.

update_record tool ​

The update_record tool updates selected fields on an existing CRM record. Your LLM uses this tool to change fields you specify on an account, contact, lead, opportunity, or case.

Try asking:

• Update the phone number on this contact.
• Change the estimated close date on this opportunity.
• Update the priority on this case to high.
• Set the industry field on this account.

upsert_record tool ​

The upsert_record tool creates or updates a CRM record using a declared alternate key. Your LLM uses this tool to write a record without first checking whether it already exists, such as when syncing records from another system.

Try asking:

• Create or update the contact with the email [email protected].
• Upsert this account using its external ID.
• Sync this lead using its source system key.
• Create or update this record without creating a duplicate.

create_activity tool ​

The create_activity tool logs a task, phone call, or appointment against an existing CRM record. Your LLM uses this tool to record an interaction on an account, contact, lead, or opportunity after a call, meeting, or follow-up.

Try asking:

• Log the call I just had with Acme Corp.
• Schedule a follow-up task on this lead for next week.
• Log an appointment with Kiran Patel for tomorrow.
• Record a phone call on this opportunity.

create_note tool ​

The create_note tool adds a note to an existing CRM record. Your LLM uses this tool to capture context on a record that doesn't fit a structured field.

Try asking:

• Add a note to this case explaining how it was fixed.
• Note that this opportunity is waiting on legal review.
• Add a note to this account about the renewal discussion.
• Leave a note on this lead with the qualification details.

list_related_records tool ​

The list_related_records tool retrieves records related to a parent record through a supported relationship. Your LLM uses this tool to review an account's contacts, a contact's opportunities, or a case's activities before acting on the parent record.

Try asking:

• What contacts are linked to this account?
• Show me the opportunities associated with this account.
• List the activities logged on this case.
• What cases are related to this account?

qualify_lead tool ​

The qualify_lead tool runs the standard lead qualification transition. Your LLM uses this tool to mark a lead as qualified. It creates the related account, contact, or opportunity records only when you ask for them.

Try asking:

• Qualify this lead and create the related opportunity.
• Convert this lead now that it's qualified.
• Qualify this lead for Acme Corp in USD.
• Promote this lead to an opportunity.

resolve_case tool ​

The resolve_case tool resolves an open case. Your LLM uses this tool to resolve a case with a resolution reason and an optional note after the issue is fixed.

Try asking:

• Resolve this case with a note explaining the fix.
• Close this case as resolved.
• Mark this support case resolved.
• Resolve this case with the reason "Information provided."

close_opportunity tool ​

The close_opportunity tool records a win or loss outcome on an open opportunity. Your LLM uses this tool to mark an opportunity won or lost and capture the outcome details.

Try asking:

• Mark this opportunity as won.
• Close this opportunity as lost and note the reason.
• Record a win on the Acme Corp opportunity.
• Close this deal with a loss reason of "price."

reassign_case tool ​

The reassign_case tool reassigns ownership of a case to a different user or team. Your LLM uses this tool to hand off a case without changing its queue.

Try asking:

• Reassign this case to Kai Lee.
• Hand this case off to the escalations team.
• Change the owner of this case to Kiran Patel.
• Reassign this ticket to another agent.

move_case_to_queue tool ​

The move_case_to_queue tool moves a case from its current queue into a destination queue you specify. Your LLM uses this tool to route a case to a different team without changing who owns it.

Try asking:

• Move this case to the escalations queue.
• Route this case to the billing queue.
• Move this ticket into the Tier 2 queue.
• Send this case to the on-call queue.

Getting started ​

View and manage your MCP server tools in the Details tab Tools section. Tool management provides the following capabilities:

• Start tools
• Remove tools
• Edit tools
• Add tools
• Edit your LLM-facing MCP server description