# Dynamics 365 — how to use (mcp.ai)

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

## Option A — via MCP (recommended)
Remote MCP endpoint (HTTP, streamable): `https://api.mcp.ai/p_dynamics365?ms=1781542140000`
Add it as a custom/remote MCP connector in your client (Claude, Cursor, VS Code…), then authenticate when prompted. Once connected, ask the agent to use the server's tools (e.g. `dynamics365_dynamics365_get_all_invoices_action`).

## Option B — via direct REST API
Base URL: `https://api.mcp.ai/api/dynamics365`
Auth: `Authorization: Bearer sk_live_…` — create a workspace API key at https://mcp.ai/settings/api-keys
Discover endpoints: `GET https://api.mcp.ai/api/dynamics365/_endpoints`

### Endpoints
- `POST https://api.mcp.ai/api/dynamics365/dynamics365/get/all/invoices/action` — Get all invoices action
  - body: { filter?: string }
- `POST https://api.mcp.ai/api/dynamics365/dynamicscrm/create/account` — Creates a new account entity record in dynamics crm using the web api.
  - body: { name?: string, revenue?: number, user_id?: string, description?: string, creditonhold?: boolean, accountcategorycode?: integer }
- `POST https://api.mcp.ai/api/dynamics365/dynamicscrm/create/case` — Creates a new case (incident) entity record in dynamics crm using the web api.
  - body: { title?: string, user_id?: string, description?: string, prioritycode?: integer, caseorigincode?: integer, customerid_account?: string }
- `POST https://api.mcp.ai/api/dynamics365/dynamicscrm/create/contact` — Creates a new contact entity record in dynamics crm using the web api.
  - body: { user_id?: string, jobtitle?: string, lastname?: string, firstname?: string, telephone1?: string, mobilephone?: string, address1_city?: string, emailaddress1?: string, address1_country?: string, address1_postalcode?: string, address1_stateorprovince?: string }
- `POST https://api.mcp.ai/api/dynamics365/dynamicscrm/create/invoice` — Creates a new invoice entity record in dynamics crm using the web api.
  - body: { name?: string, user_id?: string, account_id?: string, currency_id?: string, description?: string, price_level_id?: string }
- `POST https://api.mcp.ai/api/dynamics365/dynamicscrm/create/lead` — Creates a new lead entity record in dynamics crm using the web api.
  - body: { subject?: string, user_id?: string, lastname?: string, firstname?: string, telephone1?: string, companyname?: string, emailaddress1?: string }
- `POST https://api.mcp.ai/api/dynamics365/dynamicscrm/create/opportunity` — Creates a new opportunity entity record in dynamics crm using the web api.
  - body: { name?: string, user_id?: string, description?: string, estimatedvalue?: number, customer_account?: string, estimatedclosedate?: string }
- `POST https://api.mcp.ai/api/dynamics365/dynamicscrm/create/sales/order` — Creates a new sales order entity record in dynamics crm using the web api.
  - body: { name?: string, user_id?: string, account_id?: string, currency_id?: string, description?: string, price_level_id?: string }
- `POST https://api.mcp.ai/api/dynamics365/dynamicscrm/get/a/invoice` — Dynamicscrm get a invoice
  - body: { invoice_id: string }
- `POST https://api.mcp.ai/api/dynamics365/dynamicscrm/get/a/lead` — Dynamicscrm get a lead
  - body: { lead_id: string }
- `POST https://api.mcp.ai/api/dynamics365/dynamicscrm/get/all/leads` — Dynamicscrm get all leads
  - body: { filter?: string }
- `POST https://api.mcp.ai/api/dynamics365/dynamicscrm/update/case` — Updates an existing case (incident) entity record in dynamics crm using the web api.
  - body: { title?: string, case_id: string, user_id?: string, statuscode?: integer, description?: string, prioritycode?: integer }
- `POST https://api.mcp.ai/api/dynamics365/dynamicscrm/update/invoice` — Updates an existing invoice entity record in dynamics crm using the web api.
  - body: { name?: string, duedate?: string, user_id?: string, invoice_id: string, description?: string, totalamount?: number }
- `POST https://api.mcp.ai/api/dynamics365/dynamicscrm/update/lead` — Updates an existing lead entity record in dynamics crm using the web api.
  - body: { lead_id: string, subject?: string, user_id?: string, lastname?: string, firstname?: string, telephone1?: string, companyname?: string, emailaddress1?: string }
- `POST https://api.mcp.ai/api/dynamics365/dynamicscrm/update/opportunity` — Updates an existing opportunity entity record in dynamics crm using the web api.
  - body: { name?: string, user_id?: string, description?: string, estimatedvalue?: number, opportunity_id: string, salesstagecode?: integer, estimatedclosedate?: string, opportunityratingcode?: integer }
- `POST https://api.mcp.ai/api/dynamics365/dynamicscrm/update/sales/order` — Updates an existing sales order entity record in dynamics crm using the web api.
  - body: { name?: string, user_id?: string, description?: string, freightamount?: number, salesorder_id: string, discountamount?: number }

## More
- Page: https://mcp.ai/dynamics365
- Agent spec (llms.txt): https://mcp.ai/dynamics365/llms.txt
- Postman collection: https://mcp.ai/dynamics365/postman.json