--- title: "Dynamics 365 integrations and MCP server - APIANT.ai" description: "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..." canonical: "https://apiant.ai/connections/dynamics-365" --- # 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 connection [www.microsoft.com](https://www.microsoft.com/) **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 to automate with Dynamics 365? 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) Popular ## Dynamics 365 with the apps people pair it with most - [ **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) - [ **Google Drive to Dynamics 365** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-dynamics-365) - [ **Mailchimp to Dynamics 365** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-dynamics-365) Pair it ## Connect Dynamics 365 with another app - [ **HubSpot to Dynamics 365**](https://apiant.ai/connect/hubspot-to-dynamics-365) - [ **Salesforce to Dynamics 365**](https://apiant.ai/connect/salesforce-to-dynamics-365) - [ **Slack to Dynamics 365**](https://apiant.ai/connect/slack-to-dynamics-365) - [ **Google Sheets to Dynamics 365**](https://apiant.ai/connect/google-sheets-to-dynamics-365) - [ **Gmail to Dynamics 365**](https://apiant.ai/connect/gmail-to-dynamics-365) - [ **Google Calendar to Dynamics 365**](https://apiant.ai/connect/google-calendar-to-dynamics-365) - [ **Google Drive to Dynamics 365**](https://apiant.ai/connect/google-drive-to-dynamics-365) - [ **Mailchimp to Dynamics 365**](https://apiant.ai/connect/mailchimp-to-dynamics-365) - [ **Stripe to Dynamics 365**](https://apiant.ai/connect/stripe-to-dynamics-365) - [ **Shopify to Dynamics 365**](https://apiant.ai/connect/shopify-to-dynamics-365) - [ **QuickBooks Online to Dynamics 365**](https://apiant.ai/connect/quickbooks-online-to-dynamics-365) - [ **Pipedrive to Dynamics 365**](https://apiant.ai/connect/pipedrive-to-dynamics-365) - [ **ActiveCampaign to Dynamics 365**](https://apiant.ai/connect/activecampaign-to-dynamics-365) - [ **Notion to Dynamics 365**](https://apiant.ai/connect/notion-to-dynamics-365) - [ **Airtable to Dynamics 365**](https://apiant.ai/connect/airtable-to-dynamics-365) - [ **Trello to Dynamics 365**](https://apiant.ai/connect/trello-to-dynamics-365) - [ **Asana to Dynamics 365**](https://apiant.ai/connect/asana-to-dynamics-365) - [ **JIRA to Dynamics 365**](https://apiant.ai/connect/jira-to-dynamics-365) - [ **ClickUp to Dynamics 365**](https://apiant.ai/connect/clickup-to-dynamics-365) - [ **Zoom to Dynamics 365**](https://apiant.ai/connect/zoom-to-dynamics-365) - [ **Discord to Dynamics 365**](https://apiant.ai/connect/discord-to-dynamics-365) - [ **Twilio to Dynamics 365**](https://apiant.ai/connect/twilio-to-dynamics-365) - [ **SendGrid to Dynamics 365**](https://apiant.ai/connect/sendgrid-to-dynamics-365) - [ **Outlook to Dynamics 365**](https://apiant.ai/connect/outlook-to-dynamics-365) - [ **Intercom to Dynamics 365**](https://apiant.ai/connect/intercom-to-dynamics-365) - [ **Freshdesk to Dynamics 365**](https://apiant.ai/connect/freshdesk-to-dynamics-365) - [ **Klaviyo to Dynamics 365**](https://apiant.ai/connect/klaviyo-to-dynamics-365) - [ **Brevo to Dynamics 365**](https://apiant.ai/connect/brevo-to-dynamics-365) - [ **Typeform to Dynamics 365**](https://apiant.ai/connect/typeform-to-dynamics-365) - [ **JotForm to Dynamics 365**](https://apiant.ai/connect/jotform-to-dynamics-365) - [ **Calendly to Dynamics 365**](https://apiant.ai/connect/calendly-to-dynamics-365) - [ **PandaDoc to Dynamics 365**](https://apiant.ai/connect/pandadoc-to-dynamics-365) - [ **Webflow to Dynamics 365**](https://apiant.ai/connect/webflow-to-dynamics-365) - [ **Wix to Dynamics 365**](https://apiant.ai/connect/wix-to-dynamics-365) - [ **Instagram to Dynamics 365**](https://apiant.ai/connect/instagram-to-dynamics-365) - [ **OpenAI to Dynamics 365**](https://apiant.ai/connect/openai-to-dynamics-365) - [ **OneDrive to Dynamics 365**](https://apiant.ai/connect/onedrive-to-dynamics-365) - [ **Google Docs to Dynamics 365**](https://apiant.ai/connect/google-docs-to-dynamics-365) - [ **Ontraport to Dynamics 365**](https://apiant.ai/connect/ontraport-to-dynamics-365) - [ **Freshworks CRM to Dynamics 365**](https://apiant.ai/connect/freshworks-crm-to-dynamics-365) - [ **GoHighLevel to Dynamics 365**](https://apiant.ai/connect/gohighlevel-to-dynamics-365) - [ **Capsule CRM to Dynamics 365**](https://apiant.ai/connect/capsule-crm-to-dynamics-365) - [ **Copper to Dynamics 365**](https://apiant.ai/connect/copper-to-dynamics-365) - [ **Streak to Dynamics 365**](https://apiant.ai/connect/streak-to-dynamics-365) - [ **NetHunt CRM to Dynamics 365**](https://apiant.ai/connect/nethunt-crm-to-dynamics-365) - [ **MINDBODY to Dynamics 365**](https://apiant.ai/connect/mindbody-to-dynamics-365) - [ **PostgreSQL to Dynamics 365**](https://apiant.ai/connect/postgresql-to-dynamics-365) - [ **MySQL to Dynamics 365**](https://apiant.ai/connect/mysql-to-dynamics-365) - [ **Vercel to Dynamics 365**](https://apiant.ai/connect/vercel-to-dynamics-365) - [ **PagerDuty to Dynamics 365**](https://apiant.ai/connect/pagerduty-to-dynamics-365) - [ **Gravity Forms to Dynamics 365**](https://apiant.ai/connect/gravity-forms-to-dynamics-365) - [ **HubSpot Enterprise to Dynamics 365**](https://apiant.ai/connect/hubspot-enterprise-to-dynamics-365) - [ **Google Forms to Dynamics 365**](https://apiant.ai/connect/google-forms-to-dynamics-365) - [ **Facebook Lead Ads to Dynamics 365**](https://apiant.ai/connect/facebook-lead-ads-to-dynamics-365) - [ **monday.com to Dynamics 365**](https://apiant.ai/connect/monday-com-to-dynamics-365) - [ **Google Ads to Dynamics 365**](https://apiant.ai/connect/google-ads-to-dynamics-365) - [ **Google Tasks to Dynamics 365**](https://apiant.ai/connect/google-tasks-to-dynamics-365) - [ **Telegram to Dynamics 365**](https://apiant.ai/connect/telegram-to-dynamics-365) - [ **MailerLite to Dynamics 365**](https://apiant.ai/connect/mailerlite-to-dynamics-365) - [ **Google Contacts to Dynamics 365**](https://apiant.ai/connect/google-contacts-to-dynamics-365) 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. ## Related apps - [ **Agile CRM to Dynamics 365** Agile CRM is an all-in-one CRM with sales, marketing, and service automation.](https://apiant.ai/connect/agile-crm-to-dynamics-365) - [ **Apollo to Dynamics 365** Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy.](https://apiant.ai/connect/apollo-to-dynamics-365) - [ **Assembly.com to Dynamics 365** Assembly.com is a complete client communication and management solution that offers a branded and...](https://apiant.ai/connect/assembly-com-to-dynamics-365) - [ **Attio to Dynamics 365** Attio is the CRM of the future: data-driven, completely customizable and intuitively collaborative.](https://apiant.ai/connect/attio-to-dynamics-365) - [ **Billage** Billage is the management software for SMEs and freelancers that unifies billing, CRM and task and project...](https://apiant.ai/connections/billage) - [ **Broot to Dynamics 365** broot is a AI-powered app that helps sales, marketing, and events teams manage contacts, turning them into...](https://apiant.ai/connect/broot-to-dynamics-365) - [ **Capsule CRM to Dynamics 365** Capsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple...](https://apiant.ai/connect/capsule-crm-to-dynamics-365) - [ **Centerflow to Dynamics 365** Centerflow is a web application that allows you to track and manage your leads.](https://apiant.ai/connect/centerflow-to-dynamics-365) [More in CRM](https://apiant.ai/apps/crm) Reviews ## What our customers say 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 and sign in once in your browser. Your client can then run Dynamics 365 actions on demand, or have APIANT 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. ### ### Can I use Dynamics 365 directly from Claude, ChatGPT or Cursor? Yes. Connect your AI client to APIANT once and it works with Dynamics 365 two ways. Ask it to do something in Dynamics 365 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 on its own. A one-off action uses your plan's tasks the same way an automation step does. ### ### Do I need to write code against the Dynamics 365 API? No. APIANT connects to the Dynamics 365 API for you, over a managed connection. Describe what you want in plain language and your agent builds it on the Dynamics 365 triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Dynamics 365 API documentation and adds it. ### ### 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.