Dynamics 365 Automation

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: claude-skills.ai/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 lead
• 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

Key Parameters for DYNAMICS365_DYNAMICSCRM_CREATE_LEAD:

• firstname -- First name of the lead
• lastname -- Last name of the lead
• emailaddress1 -- Primary email address
• telephone1 -- Primary phone number
• companyname -- Associated company name
• subject -- 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 name
• description -- Description of the account
• revenue -- 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 name
• emailaddress1 -- Primary email
• telephone1 -- Primary phone
• mobilephone -- Mobile phone
• jobtitle -- Job title
• address1_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 opportunity
• DYNAMICS365_DYNAMICSCRM_UPDATE_OPPORTUNITY -- Update an existing opportunity

Key Parameters for DYNAMICS365_DYNAMICSCRM_CREATE_OPPORTUNITY:

• name (required) -- Opportunity title
• description -- Brief description
• estimatedvalue -- Anticipated revenue (number)
• estimatedclosedate -- Expected close date in YYYY-MM-DD format
• customer_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 opportunity
• opportunityratingcode -- 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 order
• DYNAMICS365_DYNAMICSCRM_UPDATE_SALES_ORDER -- Update an existing sales order
• DYNAMICS365_DYNAMICSCRM_CREATE_INVOICE -- Create a new invoice

Key Parameters for DYNAMICS365_DYNAMICSCRM_CREATE_SALES_ORDER:

• name -- Sales order name
• description -- Description
• account_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 order
• name -- Updated name
• discountamount -- Updated discount
• freightamount -- Updated shipping cost

Key Parameters for DYNAMICS365_DYNAMICSCRM_CREATE_INVOICE:

• name -- Invoice name/number, e.g., "Invoice #12345"
• description -- Invoice description
• account_id -- Related account reference
• currency_id -- Currency reference
• price_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 case
• description -- Detailed description
• prioritycode -- 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

Quick Reference

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