--- title: "Connect Pinpoint to Dynamics 365 - APIANT.ai" description: "When \"New Application\" fires in Pinpoint, your agent runs \"Dynamics365 Get All Invoices Action\" in Dynamics 365." canonical: "https://apiant.ai/connect/pinpoint-to-dynamics-365" --- # Connect Pinpoint to Dynamics 365 When **New Application** fires in [Pinpoint](https://apiant.ai/connections/pinpoint), 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. Pinpoint **4** triggers Pinpoint **17** 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 Pinpoint 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 Pinpoint can start in Dynamics 365 - When **New Application** in Pinpoint then **Dynamics365 Get All Invoices Action** in Dynamics 365 - When **New Job** in Pinpoint 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 Pinpoint and Dynamics 365 ## Triggers and actions 4 triggers · 33 actions - Trigger **Application Stage Update** Triggers when an application moves to a different hiring stage in Pinpoint. - Trigger **New Application** Triggers when a new job application is submitted in Pinpoint. - Trigger **New Job** Triggers when a new job is created in Pinpoint, returning the job's details and custom field values. - Trigger **New Talent Pipeline Candidate** Triggers when a new candidate is added to your talent pipeline (job seekers) in Pinpoint. - Action **Add application** Creates a new application (candidate applying) for a job in Pinpoint. - Action **Add comment** Adds a comment to an application, candidate or job seeker in Pinpoint and returns the new comment. - Action **Add job** Creates a new job in Pinpoint with its title, description, compensation, application form settings and organisational links. - Action **Add requisition** Creates a requisition in Pinpoint from a requisition template and returns the new requisition. - Action **Get application** Returns a single application by its id, optionally with related records such as the candidate, job, stage and custom attributes. - Action **Get candidate** Returns a single Pinpoint candidate by ID, with optional related applications, job seekers, skills, HRIS references and custom attributes. - Action **Get job** Returns one job by its id, including its custom field values and any related records you ask for. - Action **List applications** Returns applications in your Pinpoint account, optionally filtered by job, candidate, stage, dates or other criteria. - Action **List candidates** Returns the candidates in your Pinpoint account, optionally narrowed by creation or update date, phone number, external reference or blocked status. - Action **List comments** Returns comments left on applications, candidates, jobs and other records in Pinpoint, optionally filtered by the record they belong to or by date. - Action **List interviews** Returns interviews scheduled in Pinpoint, optionally filtered by time, application or attendance. - Action **List job postings** Returns the job postings in your Pinpoint account, with optional filters for status, job, department, division, location, employment type, workplace type and dates. - Action **List jobs** Returns the jobs in your Pinpoint account, optionally filtered by status, department, location, dates and more. - Action **List requisitions** Returns the requisitions in your Pinpoint account, with optional filters by identifier and by created or updated date. - Action **List users** Returns the users in your Pinpoint account, optionally filtered by email, employee status or the jobs they manage, create or interview for. - Action **Update application** Updates an existing application's candidate details, address, hire date, start date or attached CV and cover letter. - Action **Update candidate** Updates an existing candidate's personal and contact details in Pinpoint. - 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 - [ **Pinpoint** Pinpoint is talent acquisition software for in-house recruitment teams.](https://apiant.ai/connections/pinpoint) - [ **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 Pinpoint - [ **Pinpoint to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/pinpoint-to-salesforce) - [ **Pinpoint to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/pinpoint-to-slack) - [ **Pinpoint to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/pinpoint-to-stripe) - [ **Pinpoint to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/pinpoint-to-shopify) - [ **Pinpoint to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/pinpoint-to-quickbooks-online) - [ **Pinpoint to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pinpoint-to-pipedrive) ## 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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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 ## Pinpoint and Dynamics 365, answered ### ### What can start an automation from Pinpoint? Any of Pinpoint's 4 triggers in the catalog, including New Application, New Job, New Talent Pipeline Candidate and Application Stage Update. 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 Pinpoint? 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 Pinpoint? Dynamics 365 has no triggers in the catalog today, so automations start in Pinpoint. 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 Pinpoint 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 Pinpoint 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.