Connect Dynamics 365 to your AI agent

CRM 16 actions available

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

We set up the connection using your own Dynamics 365 account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.

Book a setup call → See pricing
Actions

What your agent can do in Dynamics 365

Each one is a real action the agent can take on its own, the same things a person clicking around Dynamics 365 could do. Read-only by default; write actions are confirmed against your policy.

  • 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; omitti…
  • 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 no…
  • 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
Setup

How we connect it

  1. 1

    Connect your account

    You log in with your own Dynamics 365 account. We never see your password, and you can revoke access from Dynamics 365 at any time.

  2. 2

    Set the guardrails

    Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.

  3. 3

    We keep it running

    Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.

FAQ

Dynamics 365 questions, answered.

You sign in with your own Dynamics 365 account. Permissions are scoped to the minimum the agent needs, the connection is health-checked, and you can revoke access from Dynamics 365 at any time.
The actions Dynamics 365's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.

Ready to put Dynamics 365 to work?

Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.

Book a setup call → Browse all integrations

All product names, logos, and brands are property of their respective owners; used for identification only. ZeroToClaw is not affiliated with or endorsed by Dynamics 365.