Dynamics 365 Automation
Dynamics 365 Automation: manage CRM contacts, accounts, leads, opportunities, sales orders, invoices, and cases via the Dynamics CRM Web API
Overview
Automate Microsoft Dynamics 365 CRM operations including creating and updating contacts, accounts, leads, opportunities, sales orders, invoices, and support cases.
Core features
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
Target users
AI builders and operators who want Claude, Codex, Cursor, Gemini CLI, or similar agents to automate Dynamics365 workflows through Composio.
How to use
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. ---
Effect review
Best for agent workflows that need real app actions with explicit tool discovery, connection checks, and schema-aware execution.
Frequently asked questions
What is Dynamics 365 Automation?
Dynamics 365 Automation: manage CRM contacts, accounts, leads, opportunities, sales orders, invoices, and cases via the Dynamics CRM Web API
How do I use Dynamics 365 Automation?
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. ---
What does this skill require?
It requires Rube MCP and an active Composio connection for the Dynamics365 toolkit before executing app actions.
Quick install
Add https://rube.app/mcp as an MCP server.
RUBE_MANAGE_CONNECTIONS toolkits: ["dynamics365"]
RUBE_SEARCH_TOOLS before every workflow, then execute with RUBE_MULTI_EXECUTE_TOOL.Tags
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