Connect Your AI Agent with Microsoft Dynamics 365 Sales for Slack

Integrate Microsoft Dynamics 365 Sales MCP server into your Slack workspace for instant access to your AI agent.

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Microsoft Dynamics 365 Sales
Microsoft Dynamics 365 Sales
Close more deals and increase seller efficiency with an AI-powered CRM solution.

Categories

CRM

Available Tools

Tools that your AI agent can use through this MCP server to interact with Microsoft Dynamics 365 Sales

Update Appointment

Patch an appointment; only supplied fields are sent. Use List Appointment Categories for category values. See the documentation and the appointment entity reference

Search Accounts

Search accounts by company name using contains(name, …). See the documentation

List Appointments

List appointments (full entity per row, ordered by scheduled start descending). See the documentation

List Appointment Categories

List Category of Appointment options for the custom attribute used by create/update appointment actions (loaded from metadata or distinct values on existing rows). See the documentation

List Accounts

List accounts with selected fields (accountid, name, phone, email, primary contact). See the documentation

Get Account

Retrieve a single account by GUID. See the documentation

Find Contact

Search for a contact by id, name, or using a custom filter. See the documentation

Create Custom Entity

Create a custom entity. See the documentation

Create Appointment

Create a new appointment linked to an account with a required attendee (system user). Use List Appointment Categories for valid category values. See the documentation and the appointment entity reference