Dynamics 365 for AI agents
Agents read Dynamics 365 at once. Changes and sends are held for a person's approval by default.
About Dynamics 365
Dynamics 365 from Microsoft combines CRM, ERP, and productivity apps to streamline sales, marketing, customer service, and operations in one integrated platform
What an agent can do in Dynamics 365
Every Dynamics 365 action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.
Runs at once (reads)
Looks things up in Dynamics 365 without asking first. 4 actions.
- Dynamicscrm get a invoiceDynamicscrm get a invoice
- Dynamicscrm get a leadDynamicscrm get a lead
- Dynamicscrm get all leadsDynamicscrm get all leads
- Get all invoices actionGet all invoices action
Held for approval by default (changes and sends)
Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 12 actions.
- Create AccountCreates a new account entity record in Dynamics CRM using the Web API.
- Create CaseCreates a new case (incident) entity record in Dynamics CRM using the Web API.
- Create ContactCreates a new contact entity record in Dynamics CRM using the Web API.
- Create InvoiceCreates a new invoice entity record in Dynamics CRM using the Web API.
- Create LeadCreates a new lead entity record in Dynamics CRM using the Web API.
- Create OpportunityCreates 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 sche
- Create Sales OrderCreates a new sales order entity record in Dynamics CRM using the Web API.
- Update CaseUpdates an existing case (incident) entity record in Dynamics CRM using the Web API.
- Update InvoiceUpdates an existing invoice entity record in Dynamics CRM using the Web API.
- Update LeadUpdates an existing lead entity record in Dynamics CRM using the Web API.
- Update OpportunityUpdates 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
- Update Sales OrderUpdates an existing sales order entity record in Dynamics CRM using the Web API.
Changes wait in Needs you
Changes and sends in Dynamics 365 are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
Dynamics 365 questions
Can an agent change data in Dynamics 365 on its own?
Not by default. Changes and sends in Dynamics 365 are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
What can an agent read in Dynamics 365?
This connector lists 4 read actions. Reads run at once, without waiting for approval.
How does Dynamics 365 connect?
It connects with OAuth 2.0. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.