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` (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 | 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 | --- *Powered by [Composio](https://composio.dev)*