--- title: "Connect monday.com to Dynamics 365 - APIANT.ai" description: "When \"Any Column Value Changed in Board\" fires in monday.com, your agent runs \"Dynamics365 Get All Invoices Action\" in Dynamics 365." canonical: "https://apiant.ai/connect/monday-com-to-dynamics-365" --- # Connect monday.com to Dynamics 365 When **Any Column Value Changed in Board** fires in [monday.com](https://apiant.ai/connections/monday-com), your agent runs **Dynamics365 Get All Invoices Action** in [Dynamics 365](https://apiant.ai/connections/dynamics-365). Describe the whole flow and it is built, tested on every scenario and kept running. monday.com **10** triggers monday.com **27** actions Dynamics 365 **16** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want monday.com and Dynamics 365 to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What monday.com can start in Dynamics 365 - When **Any Column Value Changed in Board** in monday.com then **Dynamics365 Get All Invoices Action** in Dynamics 365 - When **Item Moved to Group (Same or Different Board)** in monday.com then **Dynamicscrm Create Contact** in Dynamics 365 Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with monday.com and Dynamics 365 ## Triggers and actions 10 triggers · 43 actions - Trigger **Any Column Value Changed in Board** Triggers when any column's value is changed in the selected board. - Trigger **Item Moved to Group (Same or Different Board)** Triggers when an item is moved to a group (same or different board). - Trigger **New Board** Triggers when a new board is created. - Trigger **New Item in Board** Triggers when an item is created in a specific board. - Trigger **New Subitem on Board** Triggers when a new subitem on a specific board is created. - Trigger **New Update in Board** Triggers when a new update is posted on a board. - Trigger **New User** Triggers when a new user joins your monday.com account. - Trigger **Specific Columns Values Changed in Board** Triggers when one of the specified columns' value is changed in the selected board. - Trigger **Specific Column Value Changed in Board** Triggers when a specific column's value changes in the selected board. - Trigger **Specific Subitem Column Value Changed in Board** Triggers when a specific column's value changes in a subitem within the selected board. - Action **Archive Board** Archives a board - Action **Archive Group** Archives a specific group in a board - Action **Archive Item** Archives an item - Action **Create Board** Creates a new board - Action **Create Column** Create a new column in board. - Action **Create Group** Creates a new group in a board - Action **Create Item** Create a new Item in a board - Action **Create Subitem** Create a new subitem in a item with column values - Action **Create Update** Create a new update. - Action **Delete Group** Delete a specific group from a board - Action **Delete Item** Delete an item from a board - Action **Duplicate Item** Create a duplicate of an existing item (including subitems). Note: this action takes a few minutes to complete the subitem duplication. - Action **Find Items** Find items that match a specific value in a column - Action **Find Subitems** Finds the subitems of a specific item on the board - Action **Find User by Name** Search for a user by name using exact matching - Action **Get Board Values** Returns the data for a all columns in the specific board - Action **Get Column Values** Returns the data for a specific column in the board - Action **Get File Column Values** Returns the data for a specific file column in the board - Action **Get Group Details** Returns the group name for a specific board - Action **Get User Details** Returns the details for a specific user - Action **Group Position** Duplicate a group with its items - Action **List Boards** Returns a list of your active boards ordered by creation date. Optionally specify a maximum number to return (default 25). - Action **Move Item to Group** Move an item to a different group - Action **Update Item** Change multiple column values of an item - Action **Update Item Name** Update an item's name - Action **Update Subitem** Updates a update subitem on your board. - Action **Upload File to Specific Column** Upload File To Specific Column - Action **Dynamics365 Get All Invoices Action** Get all invoices action - Action **Dynamicscrm Create Account** Creates a new account entity record in dynamics crm using the web api. - Action **Dynamicscrm Create Case** Creates a new case (incident) entity record in dynamics crm using the web api. - Action **Dynamicscrm Create Contact** Creates a new contact entity record in dynamics crm using the web api. - Action **Dynamicscrm Create Invoice** Creates a new invoice entity record in dynamics crm using the web api. - Action **Dynamicscrm Create Lead** Creates a new lead entity record in dynamics crm using the web api. - Action **Dynamicscrm Create Opportunity** Creates a new opportunity entity record in dynamics crm using the web api. - Action **Dynamicscrm Create Sales Order** Creates a new sales order entity record in dynamics crm using the web api. - Action **Dynamicscrm Get A Invoice** Dynamicscrm get a invoice - Action **Dynamicscrm Get A Lead** Dynamicscrm get a lead - Action **Dynamicscrm Get All Leads** Dynamicscrm get all leads - Action **Dynamicscrm Update Case** Updates an existing case (incident) entity record in dynamics crm using the web api. - Action **Dynamicscrm Update Invoice** Updates an existing invoice entity record in dynamics crm using the web api. - Action **Dynamicscrm Update Lead** Updates an existing lead entity record in dynamics crm using the web api. - Action **Dynamicscrm Update Opportunity** Updates an existing opportunity entity record in dynamics crm using the web api. - Action **Dynamicscrm Update Sales Order** Updates an existing sales order entity record in dynamics crm using the web api. ## Each app on its own - [ **monday.com** monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what...](https://apiant.ai/connections/monday-com) - [ **Dynamics 365** Dynamics 365 from Microsoft combines CRM, ERP, and productivity apps to streamline sales, marketing...](https://apiant.ai/connections/dynamics-365) Reviews ## What our customers say ## More from monday.com - [ **monday.com to Aurora Inbox** Aurora Inbox transforms your business WhatsApp into an intelligent sales hub.](https://apiant.ai/connect/monday-com-to-aurora-inbox) - [ **monday.com to DataScope Forms** DataScope Forms is a mobile solution to automate your operation.](https://apiant.ai/connect/monday-com-to-datascope-forms) - [ **monday.com to Parallel Web Systems** Parallel Web Systems is a web search platform that enables AI agents to find, extract, and enrich...](https://apiant.ai/connect/monday-com-to-parallel-web-systems) - [ **monday.com to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/monday-com-to-stripe) - [ **monday.com to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/monday-com-to-shopify) - [ **monday.com to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/monday-com-to-quickbooks-online) ## More into Dynamics 365 - [ **HubSpot to Dynamics 365** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-dynamics-365) - [ **Salesforce to Dynamics 365** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-dynamics-365) - [ **Slack to Dynamics 365** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-dynamics-365) - [ **Google Sheets to Dynamics 365** Google Sheets](https://apiant.ai/connect/google-sheets-to-dynamics-365) - [ **Gmail to Dynamics 365** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-dynamics-365) - [ **Google Calendar to Dynamics 365** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-dynamics-365) Questions ## monday.com and Dynamics 365, answered ### ### What can start an automation from monday.com? Any of monday.com's 10 triggers in the catalog, including Any Column Value Changed in Board, Item Moved to Group (Same or Different Board), New Board and New Item in Board. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Dynamics 365 when something happens in monday.com? Any of Dynamics 365's 16 actions, including Dynamics365 Get All Invoices Action, Dynamicscrm Create Account, Dynamicscrm Create Case and Dynamicscrm Create Contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Dynamics 365 to monday.com? Dynamics 365 has no triggers in the catalog today, so automations start in monday.com. If you need the other direction, ask: your agent reads Dynamics 365's API documentation and adds it. ### ### Do I have to build a connector for monday.com or Dynamics 365? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use monday.com and Dynamics 365 without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.