# Dynamics 365

> Dynamics 365 integration for AI agents via ClawLink — browser login, no API key setup. Connect dynamics-365 through ClawLink's hosted setup. Use this skill when the user wants to work with Dynamics 365 (Microsoft Apps) — connect Dynamics 365, read or update Dynamics 365 data, or take actions in Dynamics 365 from chat instead of saying you cannot access it.

- Skill: `clawlink-hq/dynamics-365` (Agent Skill)
- Install (CLI): `npx skillmds@latest add clawlink-hq/dynamics-365`
- Raw SKILL.md: https://api.skillmd.com/api/skills/clawlink-hq/dynamics-365/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Integrations & APIs
- Author: clawlink-hq (https://skillmd.com/u/clawlink-hq)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/clawlink-hq/dynamics-365

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# Dynamics 365

Use **Dynamics 365** from your AI agent through [ClawLink](https://claw-link.dev) — browser login, no API key to paste, no config to edit. Connect Dynamics 365 once and the agent can read and act on it. Works in any agent that can run shell commands (Claude Code, Cursor, Codex, Cline, and more).

## Setup

Run these once — the agent can run them for you:

```bash
npx @useclawlink/cli login              # opens browser → approve (mints + stores a key)
npx @useclawlink/cli connect dynamics-365   # opens browser → authorize Dynamics 365
```

No API key to create or paste — `login` stores the credential at `~/.clawlink/credentials.json`.

## Using Dynamics 365

```bash
npx @useclawlink/cli actions dynamics-365 "<what you want to do>"   # find an action
npx @useclawlink/cli describe dynamics-365 <action-id>             # see its inputs (before writes)
npx @useclawlink/cli run dynamics-365 <action-id> --input '<json>' # execute
```

Reads first; confirm with the user before any write.

## Available actions

| Action | Description |
|--------|-------------|
| `dynamics365_dynamicscrm_create_account` | Creates a new account entity record in Dynamics CRM using the Web API. |
| `dynamics365_dynamicscrm_create_case` | Creates a new case (incident) entity record in Dynamics CRM using the Web API. |
| `dynamics365_dynamicscrm_create_contact` | Creates a new contact entity record in Dynamics CRM using the Web API. |
| `dynamics365_dynamicscrm_create_invoice` | Creates a new invoice entity record in Dynamics CRM using the Web API. |
| `dynamics365_dynamicscrm_create_lead` | Creates a new lead entity record in Dynamics CRM using the Web API. |
| `dynamics365_dynamicscrm_create_opportunity` | Creates 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 schema-optional; omitting them may cause the request to be rejected. |
| `dynamics365_dynamicscrm_create_sales_order` | Creates a new sales order entity record in Dynamics CRM using the Web API. |
| `dynamics365_dynamicscrm_get_a_invoice` | Dynamicscrm get a invoice |
| `dynamics365_dynamicscrm_get_a_lead` | Dynamicscrm get a lead |
| `dynamics365_dynamicscrm_get_all_leads` | Dynamicscrm get all leads |
| `dynamics365_dynamicscrm_update_case` | Updates an existing case (incident) entity record in Dynamics CRM using the Web API. |
| `dynamics365_dynamicscrm_update_invoice` | Updates an existing invoice entity record in Dynamics CRM using the Web API. |

## Notes

- **No API key for Dynamics 365 itself** — ClawLink holds the OAuth token; the agent only holds your ClawLink credential.
- Not connected yet, or access expired? Re-run `npx @useclawlink/cli connect dynamics-365`.
- The action list above is a snapshot; `npx @useclawlink/cli actions dynamics-365` is always current.

## Resources

- ClawLink: https://claw-link.dev
- Docs: https://docs.claw-link.dev
- CLI: https://www.npmjs.com/package/@useclawlink/cli

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