Dynamics 365 Automation
Automate Microsoft Dynamics 365 CRM operations including creating and updating contacts, accounts, leads, opportunities, sales orders, invoices, and support cases.
Toolkit docs: composio.dev/toolkits/dynamics365
Setup
This skill requires the Rube MCP server connected at https://rube.app/mcp.
Before executing any tools, ensure an active connection exists for the dynamics365 toolkit. If no connection is active, initiate one via RUBE_MANAGE_CONNECTIONS.
Core Workflows
1. Manage Leads
Create, update, retrieve, and list lead records.
Tools:
DYNAMICS365_DYNAMICSCRM_CREATE_LEAD-- Create a new leadDYNAMICS365_DYNAMICSCRM_UPDATE_LEAD-- Update an existing leadDYNAMICS365_DYNAMICSCRM_GET_A_LEAD-- Retrieve a lead by GUIDDYNAMICS365_DYNAMICSCRM_GET_ALL_LEADS-- List/filter all leads
Key Parameters for DYNAMICS365_DYNAMICSCRM_CREATE_LEAD:
firstname-- First name of the leadlastname-- Last name of the leademailaddress1-- Primary email addresstelephone1-- Primary phone numbercompanyname-- Associated company namesubject-- Brief title/description
Key Parameters for DYNAMICS365_DYNAMICSCRM_GET_ALL_LEADS:
filter-- OData filter, e.g.,"contains(fullname,'John')"select-- Fields to return, e.g.,"fullname,emailaddress1"orderby-- Sort expression, e.g.,"createdon desc"top-- Max number of results
Example:
Tool: DYNAMICS365_DYNAMICSCRM_CREATE_LEAD
Arguments:
firstname: "Jane"
lastname: "Smith"
emailaddress1: "jane.smith@example.com"
companyname: "Acme Corp"
subject: "Interested in Enterprise plan"
2. Manage Accounts
Create and organize account (company) records in the CRM.
Tool: DYNAMICS365_DYNAMICSCRM_CREATE_ACCOUNT
Key Parameters:
name-- Account/company namedescription-- Description of the accountrevenue-- Revenue amount (number)accountcategorycode-- Category code (integer, default: 1)creditonhold-- Whether account is on credit hold (boolean)
Example:
Tool: DYNAMICS365_DYNAMICSCRM_CREATE_ACCOUNT
Arguments:
name: "Contoso Ltd"
description: "Strategic partner for cloud services"
revenue: 5000000
creditonhold: false
3. Manage Contacts
Create detailed contact records with address and phone information.
Tool: DYNAMICS365_DYNAMICSCRM_CREATE_CONTACT
Key Parameters:
firstname,lastname-- Contact nameemailaddress1-- Primary emailtelephone1-- Primary phonemobilephone-- Mobile phonejobtitle-- Job titleaddress1_city,address1_stateorprovince,address1_postalcode,address1_country-- Address fields
Example:
Tool: DYNAMICS365_DYNAMICSCRM_CREATE_CONTACT
Arguments:
firstname: "Bob"
lastname: "Johnson"
emailaddress1: "bob.johnson@example.com"
jobtitle: "VP of Engineering"
address1_city: "Seattle"
address1_stateorprovince: "WA"
4. Manage Opportunities
Create and update sales opportunities with estimated values and close dates.
Tools:
DYNAMICS365_DYNAMICSCRM_CREATE_OPPORTUNITY-- Create a new opportunityDYNAMICS365_DYNAMICSCRM_UPDATE_OPPORTUNITY-- Update an existing opportunity
Key Parameters for DYNAMICS365_DYNAMICSCRM_CREATE_OPPORTUNITY:
name(required) -- Opportunity titledescription-- Brief descriptionestimatedvalue-- Anticipated revenue (number)estimatedclosedate-- Expected close date inYYYY-MM-DDformatcustomer_account_id-- GUID of the related account (no curly braces)customer_contact_id-- GUID of the related contact (no curly braces)
Key Parameters for DYNAMICS365_DYNAMICSCRM_UPDATE_OPPORTUNITY:
opportunity_id(required) -- GUID of the opportunityopportunityratingcode-- 1 (Cold), 2 (Warm), 3 (Hot)salesstagecode-- 1 (Qualify), 2 (Develop), 3 (Propose)
Example:
Tool: DYNAMICS365_DYNAMICSCRM_CREATE_OPPORTUNITY
Arguments:
name: "Enterprise Cloud Migration"
estimatedvalue: 250000
estimatedclosedate: "2026-06-30"
description: "Full cloud migration project for Contoso"
5. Manage Sales Orders and Invoices
Create and update sales orders; generate invoices for billing.
Tools:
DYNAMICS365_DYNAMICSCRM_CREATE_SALES_ORDER-- Create a new sales orderDYNAMICS365_DYNAMICSCRM_UPDATE_SALES_ORDER-- Update an existing sales orderDYNAMICS365_DYNAMICSCRM_CREATE_INVOICE-- Create a new invoice
Key Parameters for DYNAMICS365_DYNAMICSCRM_CREATE_SALES_ORDER:
name-- Sales order namedescription-- Descriptionaccount_id-- Reference to account, format:"/accounts(GUID)"currency_id-- Currency reference, format:"/transactioncurrencies(GUID)"price_level_id-- Price list reference, format:"/pricelevels(GUID)"
Key Parameters for DYNAMICS365_DYNAMICSCRM_UPDATE_SALES_ORDER:
salesorder_id(required) -- GUID of the sales ordername-- Updated namediscountamount-- Updated discountfreightamount-- Updated shipping cost
Key Parameters for DYNAMICS365_DYNAMICSCRM_CREATE_INVOICE:
name-- Invoice name/number, e.g.,"Invoice #12345"description-- Invoice descriptionaccount_id-- Related account referencecurrency_id-- Currency referenceprice_level_id-- Price list reference
6. Create Support Cases
Create incident/case records for customer support tracking.
Tool: DYNAMICS365_DYNAMICSCRM_CREATE_CASE
Key Parameters:
title-- Subject/title of the casedescription-- Detailed descriptionprioritycode-- 1 (Low), 2 (Normal), 3 (High)caseorigincode-- 1 (Phone), 2 (Email), 3 (Web)account_id-- Related account, format:"/accounts(GUID)"contact_id-- Related contact, format:"/contacts(GUID)"
Example:
Tool: DYNAMICS365_DYNAMICSCRM_CREATE_CASE
Arguments:
title: "Login issue reported by customer"
description: "Customer unable to access portal since Feb 10"
prioritycode: 3
caseorigincode: 2
Known Pitfalls
| Pitfall | Detail |
|---|---|
| GUID format | All entity IDs are GUIDs (e.g., "00000000-0000-0000-0000-000000000000"). Do not include curly braces for opportunity/contact references. |
| Reference format | Related entity references use the format "/entityset(GUID)" (e.g., "/accounts(abc-123)"). Missing the leading slash or parentheses causes errors. |
| OData filter syntax | Use Dynamics 365 OData syntax for filter (e.g., contains(fullname,'John')). Incorrect syntax returns empty or error responses. |
| user_id default | Most tools default user_id to "me" for the authenticated user. Override only when acting on behalf of another user. |
| Required fields | CREATE_OPPORTUNITY requires name. Other create tools have no strict required fields but will create empty records without data. |
Quick Reference
| Tool Slug | Description |
|---|---|
DYNAMICS365_DYNAMICSCRM_CREATE_LEAD |
Create a new lead record |
DYNAMICS365_DYNAMICSCRM_UPDATE_LEAD |
Update an existing lead |
DYNAMICS365_DYNAMICSCRM_GET_A_LEAD |
Retrieve a lead by GUID |
DYNAMICS365_DYNAMICSCRM_GET_ALL_LEADS |
List/filter all leads |
DYNAMICS365_DYNAMICSCRM_CREATE_ACCOUNT |
Create a new account |
DYNAMICS365_DYNAMICSCRM_CREATE_CONTACT |
Create a new contact |
DYNAMICS365_DYNAMICSCRM_CREATE_OPPORTUNITY |
Create a new opportunity |
DYNAMICS365_DYNAMICSCRM_UPDATE_OPPORTUNITY |
Update an existing opportunity |
DYNAMICS365_DYNAMICSCRM_CREATE_SALES_ORDER |
Create a new sales order |
DYNAMICS365_DYNAMICSCRM_UPDATE_SALES_ORDER |
Update an existing sales order |
DYNAMICS365_DYNAMICSCRM_CREATE_INVOICE |
Create a new invoice |
DYNAMICS365_DYNAMICSCRM_CREATE_CASE |
Create a support case/incident |
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