# Dynamics365 Automation

> Dynamics 365 Automation

- Skill: `ranbot-ai/dynamics365-automation` (Agent Skill)
- Install (CLI): `npx skillmds@latest add ranbot-ai/dynamics365-automation`
- Raw SKILL.md: https://api.skillmd.com/api/skills/ranbot-ai/dynamics365-automation/raw
- Safety review: pending (external: skill-scanner PASS, skillspector PASS)
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Coding & Dev Tools
- Author: ranbot-ai (https://skillmd.com/u/ranbot-ai)
- Updated: 2026-09-21
- Page: https://skillmd.com/skills/ranbot-ai/dynamics365-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:** [composio.dev/toolkits/dynamics365](https://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 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` (