MCP connectorsDynamics 365

Dynamics 365 MCP: connect Dynamics 365 to Claude and ChatGPT

Ask Claude or ChatGPT which of your open opportunities close this quarter, what the latest notes on Brennan & Hale say or which tasks you have due this week. The answer comes straight from Dynamics 365 Sales, with amounts in their currency and a link to each record.

With Deployed OS every seller signs in with their own Microsoft work account, so the AI sees what their Dynamics 365 security roles let them see. The only things it writes are a note on a record and a task for yourself, when you ask for one.

4 read actions · 2 write actions · Works in Claude, ChatGPT and Copilot

In practice

What your team can do with Dynamics 365 in Claude and ChatGPT

Sales

Ready before the Teams call

The account, its primary contact, the latest notes and the activities still open, with links. One question instead of clicking through the timeline.
Sales managers

Open opportunities, in plain words

Open opportunities with estimated value, close date, probability, stage and owner, summarised per owner the way you ask. Ready before the pipeline review, so the review is about decisions.
Business development

Leads followed up on time

Find a lead by name or email, see its rating and estimated value, and add a follow-up task with a due date. It lands on your own task list in Dynamics 365.
Account managers

Log the meeting in one sentence

Say what was agreed and the AI adds it as a note on the right account or opportunity, once you’ve confirmed the text. Dynamics 365 stays current without the evening catch-up.
Examples

Ask it like this

  • “Which of my open opportunities close this quarter, with estimated value and probability?”

  • “Summarise the Brennan & Hale account: primary contact, latest notes and open activities.”

  • “What tasks do I have in Dynamics 365 this week, soonest first?”

  • “Find the lead from Nordberg Energi and tell me its rating, estimated value and owner.”

  • “Add a note to the Tallström Maskin opportunity: they want a second demo for their service team.”

  • “Create a task for me to send the revised proposal to Brennan & Hale by Friday.”

The connector

What the Dynamics 365 MCP connector does today

  • Readsdynamics_search

    Search the accounts, contacts, leads and opportunities you can see by words in their names and email addresses, with Dataverse search. Up to 25, with their ids and links, and it says when there are more.

  • Readsdynamics_list_records

    List the accounts, contacts, leads or opportunities you can see: the open (active) ones unless you ask for all, or only your own. Latest change first, up to 50, with formatted values and links.

  • Readsdynamics_get_record

    Read one account, contact, lead or opportunity: its values, its latest 10 notes as text (attached files by name), its next 20 open activities, soonest due first, and its link.

  • Readsdynamics_list_tasks

    List your own open tasks, soonest due first and those without a due date last, each with what it is regarding and its link.

  • Writesdynamics_create_note

    Add a plain-text note to one account, contact, lead or opportunity, as you, once you have confirmed the text. Nobody is mentioned or notified, and nothing else on the record changes.

  • Writesdynamics_create_task

    Create a task that you own, never anyone else, optionally regarding one account, contact, lead or opportunity and with a due date, once you have confirmed the text. Nobody is notified.

Need it to do more? We extend connectors for the companies that use them.

Security

Who sees what

Reads, plus notes and your own tasks
The connector searches and reads accounts, contacts, leads and opportunities, with their notes and open activities, and can add a note or a task for yourself. It cannot edit, qualify, win or close a record.
Your security roles apply
Everyone signs in with their own work account, so their Dynamics 365 security roles decide what the AI sees. A record a seller can’t open in Dynamics 365 stays hidden from the AI as well.
Writes only with Edit access
Admins choose which groups get Dynamics 365, and only groups with Edit access can add notes and tasks. Each one is written as the person asking, after they confirm the text. Nobody is mentioned or notified, though flows set up in your environment may still run.
Every call logged
Who asked, which connector, when. Deployed OS shows reads and writes per connector and per person, and the log can be exported.
Setup

Set up the Dynamics 365 connector in three steps

01
An admin registers a single-tenant app in your company’s Microsoft Entra ID with the delegated Dataverse permission user_impersonation, and grants admin consent. It can be the same app registration your Outlook, OneDrive and Teams connectors use, and your company owns it.
02
The admin adds the directory ID, application ID, client secret and your environment URL from the Power Platform admin center (such as contoso.crm4.dynamics.com) to Deployed OS, and chooses which groups get Dynamics 365.
03
Each person signs in with their own work account, with a Dynamics 365 licence and a security role in the environment. From then on they just ask, in Claude, ChatGPT or Copilot.
Compared

Dynamics 365’s own MCP server or Deployed OS?

Microsoft has its own MCP servers for Dynamics 365. The Dataverse MCP server runs in your environment: a Power Platform admin turns it on and chooses which MCP clients may connect, with Copilot Studio allowed by default and others, such as Claude, once they are added. It can query, create, update and delete records and tables as the person who signs in. Dynamics 365 Sales also has an MCP server of its own, with the tools behind Microsoft’s sales agents and Copilot in Dynamics 365 Sales.

They suit a team building agents on Microsoft’s platform, or a developer. Deployed OS is for the whole company: one connection for Dynamics 365 and the rest of your tools, with each person’s own login, admins choosing which groups get it and who may write, and a log of every call. The same connection works in Claude, ChatGPT and Copilot, next to your company’s skills and guardrails.

Their documentation: Microsoft’s Dataverse MCP server

Questions

Dynamics 365 MCP: common questions

Yes. Microsoft has the Dataverse MCP server, which a Power Platform admin turns on per environment, and an MCP server for Dynamics 365 Sales. They suit a team building on Microsoft’s platform well. Deployed OS gives the whole company one connection for Dynamics 365 and your other tools, with each person’s own login, access per group and a log of every call.

Two things: it can add a plain-text note to an account, contact, lead or opportunity, and create a task that you own, when you ask and confirm the text. Nobody is mentioned or notified, though flows set up in your environment may still run. No record is edited, qualified, won or closed. If you want it to do more, for example log phone calls, we can extend it for you.

Your admin sets up Dynamics 365 in Deployed OS once. You add your company’s Deployed OS connection in Claude, sign in with your own Microsoft work account and start asking. The same connection works in ChatGPT and Copilot.

Only if their security roles allow it in Dynamics 365. The AI uses each person’s own work account, so the roles, teams and sharing you have set up apply as they are.

Yes. The Entra app your Outlook, OneDrive, SharePoint and Teams connectors use can serve Dynamics 365 too. The admin adds the Dataverse permission user_impersonation, grants consent and creates a new client secret for it.

Deployed is an EU company and fully GDPR compliant, and you choose where your data is stored, down to the city. Dynamics 365 data is fetched when someone asks for it.

It depends on the size of your team. Get in touch and we will walk you through it.

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Poyan Karimi
You’ll hear from Poyan Karimi
Co-founder · Deployed AI