# Dynamics365 (verified)

Manage sales, service, finance, and operations in one platform. Track leads, process orders, and run reports across CRM and ERP modules.

## Quick Start

```bash
# Connect this server (installs CLI if needed)
npx -y @smithery/cli@latest mcp add dynamics365

# Browse available tools
npx -y @smithery/cli@latest tool list dynamics365

# Get full schema for a tool
npx -y @smithery/cli@latest tool get dynamics365 DYNAMICS365_DYNAMICSCRM_CREATE_ACCOUNT

# Call a tool
npx -y @smithery/cli@latest tool call dynamics365 DYNAMICS365_DYNAMICSCRM_CREATE_ACCOUNT '{}'
```

## Direct MCP Connection

Endpoint: `https://dynamics365.run.tools`

## Tools (16)

- `DYNAMICS365_DYNAMICSCRM_CREATE_ACCOUNT` — Creates a new account entity record in Dynamics CRM using the Web API.
- `DYNAMICS365_DYNAMICSCRM_CREATE_CASE` — Creates a new case (incident) entity record in Dynamics CRM using the Web API.
- `DYNAMICS365_DYNAMICSCRM_CREATE_CONTACT` — Creates a new contact entity record in Dynamics CRM using the Web API.
- `DYNAMICS365_DYNAMICSCRM_CREATE_INVOICE` — Creates a new invoice entity record in Dynamics CRM using the Web API.
- `DYNAMICS365_DYNAMICSCRM_CREATE_LEAD` — Creates a new lead entity record in Dynamics CRM using the Web API.
- `DYNAMICS365_DYNAMICSCRM_CREATE_OPPORTUNITY` — Creates a new opportunity entity record in Dynamics CRM using the Web API.
- `DYNAMICS365_DYNAMICSCRM_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
- `DYNAMICS365_DYNAMICSCRM_GET_A_LEAD` — Dynamicscrm get a lead
- `DYNAMICS365_DYNAMICSCRM_GET_ALL_LEADS` — Dynamicscrm get all leads
- `DYNAMICS365_DYNAMICSCRM_UPDATE_CASE` — Updates an existing case (incident) entity record in Dynamics CRM using the Web API.
- `DYNAMICS365_DYNAMICSCRM_UPDATE_INVOICE` — Updates an existing invoice entity record in Dynamics CRM using the Web API.
- `DYNAMICS365_DYNAMICSCRM_UPDATE_LEAD` — Updates an existing lead entity record in Dynamics CRM using the Web API.
- `DYNAMICS365_DYNAMICSCRM_UPDATE_OPPORTUNITY` — Updates an existing opportunity entity record in Dynamics CRM using the Web API.
- `DYNAMICS365_DYNAMICSCRM_UPDATE_SALES_ORDER` — Updates an existing sales order entity record in Dynamics CRM using the Web API.
- `DYNAMICS365_GET_ALL_INVOICES_ACTION` — Get all invoices action

```bash
# Get full input/output schema for a tool
npx -y @smithery/cli@latest tool get dynamics365 <tool-name>
```