dynamics-365-automation

name	Dynamics 365 Automation
description	Dynamics 365 Automation: manage CRM contacts, accounts, leads, opportunities, sales orders, invoices, and cases via the Dynamics CRM Web API

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

---

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: "[e-mail]"
  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: "[e-mail]"
  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 (