Integrate Microsoft Dynamics 365 Sales MCP server into your Slack workspace for instant access to your AI agent.
Tools that your AI agent can use through this MCP server to interact with Microsoft Dynamics 365 Sales
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 by company name using contains(name, …). See the documentation
List appointments (full entity per row, ordered by scheduled start descending). See the documentation
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 with selected fields (accountid, name, phone, email, primary contact). See the documentation
Retrieve a single account by GUID. See the documentation
Search for a contact by id, name, or using a custom filter. See the documentation
Create a custom entity. See the documentation
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