Dynamics 365

crm 16 tools available

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

Connect Dynamics 365 Visit Dynamics 365

About this integration

Connect Dynamics 365 to Definable to enrich new leads, route deals by ICP, flag stalled opportunities. Personas call Dynamics 365's 16 tools directly from chat or scheduled flows. Wire it to a sales persona to keep records clean, score in real-time, and surface what needs attention.

Connect Dynamics 365 to Definable and it becomes a set of typed tools your agents plan with — triggered by events, run on schedules, or invoked mid-conversation. Every write is checked by the verifier before it lands.

Auth OAuth2 · 2 clicks

Tools 16 exposed

Plans All, incl. Free

Data Never trained on

Dynamics 365 · in workflows

What teams actually run.

Three patterns teams run with Dynamics 365 on day one. Each one is a plain-English prompt — no canvas, no glue code — and you can remix them into anything.

Enrich every new lead

│ Webhook on lead create

│ Persona enriches with public sources

└ Writes back firmographic and technographic data

Auto-route hot deals

│ Score new opportunities by intent

│ Match to the closer with the right ICP

└ Notify both in Slack

Stall detection

│ Find deals with no activity in 14 days

│ Draft a re-engagement message per persona

└ Queue for sales rep approval

16 tools available

The Dynamics 365 toolbox.

Every Dynamics 365 capability your agents can call, each with a typed schema the planner reads. The router picks the right tool per step; the verifier checks the result.

Create Account

Creates a new account entity record in Dynamics CRM using the Web API.

Create Case

Creates a new case (incident) entity record in Dynamics CRM using the Web API.

Create Contact

Creates a new contact entity record in Dynamics CRM using the Web API.

Create Invoice

Creates a new invoice entity record in Dynamics CRM using the Web API.

Create Lead

Creates a new lead entity record in Dynamics CRM using the Web API.

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.

Create Sales Order

Creates a new sales order entity record in Dynamics CRM using the Web API.

Dynamicscrm get a invoice

Dynamicscrm get a invoice

Dynamicscrm get a lead

Dynamicscrm get a lead

Dynamicscrm get all leads

Dynamicscrm get all leads

Update Case

Updates an existing case (incident) entity record in Dynamics CRM using the Web API.

Update Invoice

Updates an existing invoice entity record in Dynamics CRM using the Web API.

Update Lead

Updates an existing lead entity record in Dynamics CRM using the Web API.

Update Opportunity

Updates an existing opportunity entity record in Dynamics CRM using the Web API. Some updates may be rejected if required relational fields (e.g., transactioncurrency) are absent from the record, even though they are not exposed as explicit parameters.

Update Sales Order

Updates an existing sales order entity record in Dynamics CRM using the Web API.

Get all invoices action

Get all invoices action

See it run

One prompt, start to finish.

A real prompt, the Dynamics 365 tools it calls, and what comes back. This is the whole interface — describe the outcome, agents handle the rest.

❯

Run a real Dynamics 365 task end-to-end — plan it, execute across the API, and hand back a verified result.

dynamics365.create_account Creates a new account entity record in Dynamics CRM using the Web API.

dynamics365.create_case Creates a new case (incident) entity record in Dynamics CRM using the Web API.

dynamics365.create_contact Creates a new contact entity record in Dynamics CRM using the Web API. · verified

done

Done. Dynamics 365 responded across 3 calls, the verifier signed off, and the result is logged with every payload.

FAQ · Dynamics 365

Questions, answered.

What teams ask before connecting Dynamics 365.

01 What can I automate with Dynamics 365 on Definable?

Anything Dynamics 365 exposes through its API. Common crm workflows on Definable include enrich new leads, route deals by ICP, flag stalled opportunities. Personas can call any of the 16 Dynamics 365 tools directly, then chain the result into another integration without you writing code.

02 How does Dynamics 365 authentication work?

Dynamics 365 uses OAUTH2 on Definable. You connect once from the integrations page, scoped to the permissions you choose, and from then on any persona that has the integration enabled can act on your behalf. Tokens are encrypted at rest and rotated automatically.

03 Is the Dynamics 365 integration included in my Definable plan?

Yes — every Definable plan, including Starter, includes access to all 16 Dynamics 365 tools. You only need a separate Dynamics 365 subscription if Dynamics 365 itself charges per seat or per API call.

04 Is using Dynamics 365 through Definable secure?

Every call from a persona to Dynamics 365 is logged with the user, persona, prompt, and response. Tokens never leave Definable's secrets vault, scopes are configurable per persona, and you can revoke access at any time from the integration page.

05 How do I get started with Dynamics 365 on Definable?

Sign up for Definable, open the integrations page, find Dynamics 365, and connect via OAuth or API key. You can immediately attach Dynamics 365 to any persona and start running workflows. The free Starter plan includes 5,000 credits/month.

06 What Dynamics 365 actions does Definable expose?

Definable exposes all 16 Dynamics 365 actions as callable tools — including `Create Account`, `Create Case`, `Create Contact`, plus 13 more. Each tool gets a typed parameter schema so personas know exactly how to call it.