Integration

Microsoft Dynamics 365 integration

Microsoft Dynamics 365 / Dataverse Web API for managing CRM and ERP entities. Create, read, update, and delete records, run queries with OData, manage relationships, and execute custom actions on Dynamics 365 environments.

Connect Microsoft Dynamics 365 How integrations work

Ask it in chat

Say what should happen.
The workflow builds itself.

When this happens, do that in Microsoft Dynamics 365.Built from the 29 Microsoft Dynamics 365 tools below, on the connection you add once.

Common Microsoft Dynamics 365 use cases

execute get lead programmatically
execute who am i programmatically
execute list lead programmatically
execute create lead programmatically
execute get account programmatically
execute get contact programmatically
execute list account programmatically
execute list contact programmatically
execute qualify lead programmatically
execute create account programmatically

What you can do with Microsoft Dynamics 365

Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

Associate record, 1 operation

associate_recordsAssociate recordsPOSTCreate a relationship between two records by adding a reference to a navigation property collection.

Create account, 1 operation

create_accountCreate accountPOSTCreate a new account record in Dynamics 365.

Create contact, 1 operation

create_contactCreate contactPOSTCreate a new contact record in Dynamics 365.

Create incident (case), 1 operation

create_incident_caseCreate incident casePOSTCreate a new incident (customer support case) record.

Create lead, 1 operation

create_leadCreate leadPOSTCreate a new lead record in Dynamics 365.

Create opportunity, 1 operation

create_opportunityCreate opportunityPOSTCreate a new opportunity record in Dynamics 365.

Delete account, 1 operation

delete_accountDelete accountDELETEPermanently delete an account record from Dynamics 365.

Delete contact, 1 operation

delete_contactDelete contactDELETEPermanently delete a contact record.

Disassociate record, 1 operation

disassociate_recordsDisassociate recordsDELETERemove a relationship between two records by deleting the reference from a navigation property.

Execute custom action, 1 operation

execute_custom_actionExecute custom actionPOSTInvoke an UNBOUND custom or built-in action by name. Unbound actions are called by their bare name without the Microsoft.Dynamics.CRM namespace prefix. Actions bound to a table (for example SendEmail, which is bound to email) cannot be called thro...

Execute fetch xml query, 1 operation

execute_fetch_xml_queryExecute fetch xml queryGETRun a FetchXML query against any entity by passing the XML as a URL-encoded query parameter. FetchXML supports complex joins, aggregations, and linked entity filtering beyond standard OData.

Get account, 1 operation

get_accountGet accountGETRetrieve a single account record by its unique identifier.

Get contact, 1 operation

get_contactGet contactGETRetrieve a single contact record by its unique identifier.

Get entity definition, 1 operation

get_entity_definitionGet entity definitionGETRetrieve the full metadata definition for a specific entity by its logical name.

Get lead, 1 operation

get_leadGet leadGETRetrieve a single lead record by its unique identifier.

Get opportunity, 1 operation

get_opportunityGet opportunityGETRetrieve a single opportunity record by its unique identifier.

List account, 1 operation

list_accountsList accountsGETRetrieve a list of account records from Dynamics 365 with optional OData query parameters for filtering, sorting, and shaping the result set.

List contact, 1 operation

list_contactsList contactsGETRetrieve a list of contact records with optional OData query parameters.

List incidents (cases), 1 operation

list_incidents_casesList incidents casesGETRetrieve a list of incident (customer support case) records.

List lead, 1 operation

list_leadsList leadsGETRetrieve a list of lead records with optional OData query parameters.

List opportunity, 1 operation

list_opportunitiesList opportunitiesGETRetrieve a list of opportunity records with optional OData query parameters.

Lose opportunity, 1 operation

lose_opportunityLose opportunityPOSTMark an opportunity as Lost by executing the LoseOpportunity action.

Qualify lead, 1 operation

qualify_leadQualify leadPOSTQualify a lead and optionally create an account, contact, and opportunity from it.

Resolve incident (case), 1 operation

resolve_incident_caseResolve incident casePOSTResolve a customer support case using the CloseIncident action.

Retrieve entity definition, 1 operation

retrieve_entity_definitionsRetrieve entity definitionsGETQuery the metadata API to list entity (table) definitions available in the Dataverse environment.

Update account, 1 operation

update_accountUpdate accountPATCHUpdate an existing account record using a partial payload (PATCH semantics â€” only supplied fields are changed).

Update contact, 1 operation

update_contactUpdate contactPATCHUpdate an existing contact record (PATCH â€” only provided fields are changed).

Who am i, 1 operation

who_am_iWho am iGETReturns the UserId, BusinessUnitId, and OrganizationId for the currently authenticated user. Useful for identity validation and testing connectivity.

Win opportunity, 1 operation

win_opportunityWin opportunityPOSTMark an opportunity as Won by executing the WinOpportunity action.

Use Microsoft Dynamics 365 from Claude Code, Cursor or Codex

Connect Microsoft Dynamics 365 in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its Microsoft Dynamics 365 operations become tools the client can call, next to every other integration you connected.

Claude Code

claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"

Codex (~/.codex/config.toml)

[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"

Cursor, Claude Desktop and other JSON configs

{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect Microsoft Dynamics 365

Create your workspace
Sign up free. Nothing to install.
Connect Microsoft Dynamics 365 once
Add your Microsoft Dynamics 365 connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.
Describe the job in chat
The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.

Microsoft Dynamics 365 integration FAQ

What can you do with the Microsoft Dynamics 365 integration?

LiveContext exposes 29 operations on Microsoft Dynamics 365, covering associate record, create account, create contact and create incident (case). Common uses include execute get lead programmatically, execute who am i programmatically and execute list lead programmatically.