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Dynamics 365 Automation

Automate CRM operations including lead management, account organization, and support case tracking via Dynamics API.

74.2k|8.5k|Updated Oct 17, 2025
Search Tags:#sales#mcp#CRM#lead management#Automation#dynamics365
One-click install
npx skills add https://github.com/ComposioHQ/awesome-claude-skills --skill dynamics-365-automation
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: Dynamics 365 Automation
Source: https://github.com/ComposioHQ/awesome-claude-skills/tree/main/composio-skills/dynamics365-automation
Command: npx skills add https://github.com/ComposioHQ/awesome-claude-skills --skill dynamics-365-automation

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This skill removes the manual overhead of managing CRM records by providing a direct interface to perform CRUD operations on Dynamics 365 entities, ensuring data consistency and reducing administrative latency.

Core Features & Use Cases

  • Lead and Account Management: Create, update, and retrieve lead and account records to maintain a clean sales pipeline.
  • Sales and Support Automation: Generate sales orders, invoices, and support cases directly from agent instructions.
  • Use Case: A sales representative can instruct the agent to create a new lead from an email thread, automatically populating the CRM with contact details and subject lines without leaving the chat interface.

Quick Start

Use the dynamics365 skill to create a new lead for Jane Smith at Acme Corp with the email [email protected].

Frequently Asked Questions about Dynamics 365 Automation

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I create a new lead in Dynamics 365 using this skill?▼

Use the DYNAMICS365_DYNAMICSCRM_CREATE_LEAD tool by providing the lead's first name, last name, email, and company name as arguments. The skill will automatically register the new record in your CRM instance.

What format should I use for entity references like accounts?▼

Entity references must follow the OData format /entityset(GUID), such as /accounts(abc-123). Ensure you omit curly braces from the GUID and include the leading slash to prevent API errors.

Can I filter leads when retrieving them from the CRM?▼

Yes, use the DYNAMICS365_DYNAMICSCRM_GET_ALL_LEADS tool with the filter parameter. You can apply standard Dynamics 365 OData filter syntax, such as contains(fullname,'John'), to narrow your search results.

Why am I receiving errors when referencing opportunities?▼

Errors often occur if the GUID contains curly braces or if the reference format is incorrect. Ensure all GUIDs are plain strings and related entity references use the required /entityset(GUID) syntax.

Does this skill support updating existing sales orders?▼

Yes, the DYNAMICS365_DYNAMICSCRM_UPDATE_SALES_ORDER tool allows you to modify existing sales orders by providing the salesorder_id and the specific fields you wish to update, such as discountamount or freightamount.

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