Dynamics 365 Sales to MCP: Drive Dynamics 365 Sales from any AI Agent

💡 No install? Use cloud.anythingmcp.com directly. Sign in, click Connectors → Microsoft Dynamics 365 Sales (Dataverse), paste your credentials, mint an MCP API key and you're done. No Docker, no git clone, no local server.

Dynamics 365 Sales

Let your AI work in Dynamics 365 Sales: find and update accounts, contacts, leads and opportunities, log tasks, calls and notes, qualify leads and close deals, and query any Dataverse table with OData or FetchXML. Signed in with your Microsoft account through the Dataverse Web API.

Setup

1. Find your environment's address: in Dynamics open Settings (the gear) → Advanced settings, or in the Power Platform admin center open Environments → your environment → Environment URL. It looks like contoso.crm4.dynamics.com. Enter the host name, without https:// and without a path, in DYNAMICS_ORG_HOST.
2. Open the Microsoft Entra admin center at https://entra.microsoft.com → Applications → App registrations → New registration, or reuse the app you created for the Outlook, OneDrive or SharePoint connector. Accounts in this organizational directory only is the usual choice.
3. Add a redirect URI with the platform Web: https://cloud.anythingmcp.com/api/mcp-oauth/callback (if you host AnythingMCP yourself: <your AnythingMCP URL>/api/mcp-oauth/callback). It has to match exactly, or Microsoft answers AADSTS50011.
4. Under API permissions → Add a permission → Dynamics CRM → Delegated permissions, tick user_impersonation. Click Grant admin consent if your organisation does not let users consent themselves.
5. Under Certificates & secrets → New client secret, copy the secret Value. It is shown once.
6. Fill in MICROSOFT_CLIENT_ID, MICROSOFT_CLIENT_SECRET, MICROSOFT_TENANT_ID (your Directory (tenant) ID or domain, or organizations for a multi-tenant app) and DYNAMICS_ORG_HOST, then install the connector.
7. Click Authorize with Provider and sign in with a user of that environment, then run d365_who_am_i as a quick check.

The region is in the host name: the number after crm is the datacenter region, for example crm for North America, crm4 for Europe, the Middle East and Africa, crm11 for the United Kingdom or crm16 for Germany. Copy it from the environment URL rather than guessing. Changing DYNAMICS_ORG_HOST later needs a new sign-in, because the authorization belongs to one environment.

Same permissions as the user: the user who signs in needs a Dynamics 365 or Power Apps licence in that environment and a security role such as Salesperson or Sales Manager. The AI sees and changes exactly what that role allows.

What it does: find, create and update accounts, contacts, leads and opportunities, log tasks, phone calls and notes on their timeline, qualify or disqualify leads, and close opportunities as won or lost. For everything else, such as quotes, orders, products or your own custom tables, d365_query runs OData queries and d365_fetchxml_query handles joins and totals. d365_list_tables and d365_describe_table show which tables and columns exist.

Confirm first: the AI confirms every create and update with you. Qualifying a lead and winning or losing an opportunity change your pipeline and can only be undone by hand in Dynamics, so it asks before each one.

Switched off at install: the delete tools d365_delete_account, d365_delete_contact, d365_delete_lead, d365_delete_opportunity and d365_delete_record. A deletion can remove related rows too, so switch them on per tool only if you need them.

Limits: Dataverse allows 6,000 requests per user in 5 minutes; beyond that it asks the connector to wait.

Common errors: 401 means the authorization was revoked, the client secret expired, or DYNAMICS_ORG_HOST changed since you signed in, so authorize again. 403 with "principal user is missing privilege": the user's security role lacks that permission. 401 or 403 on every call right after signing in: the user is not a member of this environment or has no licence there. 412: the row changed since it was read, so the AI reads it again.

The connector also works with other Dataverse environments, such as Customer Service or Power Apps with your own tables.

Prerequisites: MICROSOFT_CLIENT_ID, MICROSOFT_CLIENT_SECRET, MICROSOFT_TENANT_ID, DYNAMICS_ORG_HOST

Install the connector locally

curl -fsSL https://raw.githubusercontent.com/HelpCode-ai/anythingmcp/main/docker-compose.quickstart.yml -o docker-compose.yml
printf 'JWT_SECRET=%s\nENCRYPTION_KEY=%s\n' "$(openssl rand -hex 32)" "$(openssl rand -hex 32)" > .env
docker compose up -d

Open http://localhost:3000/connectors/store, pick Microsoft Dynamics 365 Sales (Dataverse) and paste in the env vars listed under Prerequisites.

Available tools

Example prompts

• "Show my open opportunities closing this quarter, sorted by estimated value."
• "Find Anna Meyer at Contoso and log a call: she wants a quote by Friday."
• "Which leads from the last 30 days are still open and have no activity yet?"
• "Mark the Fabrikam renewal as won at 48,000 and create a follow-up task for next Monday."

Next steps

• Connect to Claude
• Connect to ChatGPT