CRM

Dynamics 365 integrations

Connect Dynamics 365 to any other app, or use it from your AI client over MCP. Dynamics 365 from Microsoft combines CRM, ERP, and productivity apps to streamline sales, marketing, customer service, and operations in one integrated platform

Managed connectionwww.microsoft.com
16 actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

Build solutions, not workarounds.

What do you want to automate with Dynamics 365?

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Connect your AI client

Give your AI client this address.

https://mcp.apiant.ai

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)
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)
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)
Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

Setup guide (opens in a new tab)
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)
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)

Popular

Dynamics 365 with the apps people pair it with most

Pair it

Connect Dynamics 365 with another app

What your agent can do with Dynamics 365

Triggers and actions 16 actions

  • 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.

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Questions

Dynamics 365, answered

Is there a Dynamics 365 MCP server?

APIANT's MCP server at https://mcp.apiant.ai works with Dynamics 365. Add that address to any AI client that takes a remote MCP server, sign in once in your browser, and your client can build, test and run automations that use Dynamics 365. Nothing to install.

What can your agent do in Dynamics 365?

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.

Which apps can Dynamics 365 connect to?

Any app in the catalog; the list on this page pairs Dynamics 365 with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector.

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.