# Dynamics 365 AI integration on Definable

> Dynamics 365 from Microsoft combines CRM, ERP, and productivity apps to streamline sales, marketing, customer service, and operations in one integrated platform

## What this connects

Dynamics 365 from Microsoft combines CRM, ERP, and productivity apps to streamline sales, marketing, customer service, and operations in one integrated platform

Vendor: https://www.microsoft.com/en-in/

## Tools available

**16** tools available. First 12:

- `DYNAMICS365_DYNAMICSCRM_CREATE_ACCOUNT` — Create Account — Creates a new account entity record in Dynamics CRM using the Web API.
- `DYNAMICS365_DYNAMICSCRM_CREATE_CASE` — Create Case — Creates a new case (incident) entity record in Dynamics CRM using the Web API.
- `DYNAMICS365_DYNAMICSCRM_CREATE_CONTACT` — Create Contact — Creates a new contact entity record in Dynamics CRM using the Web API.
- `DYNAMICS365_DYNAMICSCRM_CREATE_INVOICE` — Create Invoice — Creates a new invoice entity record in Dynamics CRM using the Web API.
- `DYNAMICS365_DYNAMICSCRM_CREATE_LEAD` — Create Lead — Creates a new lead entity record in Dynamics CRM using the Web API.
- `DYNAMICS365_DYNAMICSCRM_CREATE_OPPORTUNITY` — Create Opportunity — Creates a new opportunity entity record in Dynamics CRM using the Web API. Some CRM configurations enforce `estimatedclosedate` and a transaction currency at the server level even though they are schema-optional; omitting them may cause the request to be rejected.
- `DYNAMICS365_DYNAMICSCRM_CREATE_SALES_ORDER` — Create Sales Order — Creates a new sales order entity record in Dynamics CRM using the Web API.
- `DYNAMICS365_DYNAMICSCRM_GET_A_INVOICE` — Dynamicscrm get a invoice — Dynamicscrm get a invoice
- `DYNAMICS365_DYNAMICSCRM_GET_A_LEAD` — Dynamicscrm get a lead — Dynamicscrm get a lead
- `DYNAMICS365_DYNAMICSCRM_GET_ALL_LEADS` — Dynamicscrm get all leads — Dynamicscrm get all leads
- `DYNAMICS365_DYNAMICSCRM_UPDATE_CASE` — Update Case — Updates an existing case (incident) entity record in Dynamics CRM using the Web API.
- `DYNAMICS365_DYNAMICSCRM_UPDATE_INVOICE` — Update Invoice — Updates an existing invoice entity record in Dynamics CRM using the Web API.

## Auth

Auth schemes: `OAUTH2`. Managed by Definable: `OAUTH2` — no client credentials required from the user.

## How agents use Dynamics 365

Inside a Definable workflow, Dynamics 365 is one of the tools the **Distributor specialist** can call. Example coordination patterns:

- **Researcher → Dynamics 365** — the Researcher (GPT-5.5) pulls context from Dynamics 365 (records, threads, documents), synthesises findings, and briefs the rest of the team.
- **Writer → Distributor → Dynamics 365** — the Writer (Claude Opus 4.7) drafts copy in brand voice, the Verifier passes it, then the Distributor writes the result into Dynamics 365 (create record, post message, draft email).
- **Designer / Engineer → Distributor → Dynamics 365** — the Designer ships an asset or the Engineer ships a code change, the Distributor delivers it via Dynamics 365 (attach file, open PR comment, post status).

The Verifier checks every Dynamics 365 call. On rate limit, schema drift, or auth refresh it self-heals and retries — the workflow completes without manual intervention.

## Categories

- crm — https://definable.ai/apps/category/crm/
- project management — https://definable.ai/apps/category/project-management/

## Related

- HTML page: https://definable.ai/apps/dynamics365/
- Same category (crm): https://definable.ai/apps/category/crm/
- All integrations: https://definable.ai/apps/
- Workflow (multi-agent loop): https://definable.ai/workflow/
- Apps llms.txt index: https://definable.ai/llms-apps.txt