dynamics-365

name	dynamics-365
description	Work with Microsoft Dynamics 365 CRM records, accounts, contacts, leads, opportunities, and activities - powered by ClawLink.

Dynamics 365

Work with Dynamics 365 from chat — manage CRM records, accounts, contacts, leads, opportunities, and activities.

Powered by ClawLink, an integration hub for OpenClaw that handles hosted connection flows and credentials so you don't need to configure Dynamics 365 API access yourself.

Setup in 3 Steps

Step 1: Install	Step 2: Pair Account	Step 3: Connect Dynamics 365
		App-specific connection GIF coming soon
Run the install command in OpenClaw	Sign in and approve the device	Open the dashboard and connect Dynamics 365

Connection flow

User → ClawLink OAuth → Microsoft Dynamics 365 account
         ↓
    OpenClaw tools
    (via ClawLink)

Step 1 — Install the ClawLink plugin:

openclaw plugins install clawhub:clawlink-plugin

Start a fresh chat after installing.

Step 2 — Pair ClawLink:

1. Call clawlink_begin_pairing
2. Open the returned URL in your browser
3. Sign in to ClawLink and approve the device

Step 3 — Connect Dynamics 365: Open claw-link.dev/dashboard?add=dynamics-365, complete the OAuth flow, then confirm.

App-specific connection GIF coming soon

Step 4 — Verify and discover:

// 1. Verify Dynamics 365 is connected
clawlink_list_integrations()

// 2. List available tools
clawlink_list_tools({ integration: "dynamics-365" })

// 3. Search tools if needed
clawlink_search_tools({ query: "lead", integration: "dynamics-365" })

Architecture

┌─────────────────────────────────────────────────────────┐
│                    OpenClaw (you)                       │
├─────────────────────────────────────────────────────────┤
│  ClawLink Plugin  →  clawlink_* tools                   │
├─────────────────────────────────────────────────────────┤
│                    ClawLink Cloud                       │
│         (credentials, connection state, routing)        │
├─────────────────────────────────────────────────────────┤
│         Microsoft Dynamics 365 Web API                  │
│              (user's CRM account)                       │
└─────────────────────────────────────────────────────────┘

Tool reference

Create operations

Tool	Description	Risk
dynamics365_dynamicscrm_create_account	Create a new account entity record	confirm
dynamics365_dynamicscrm_create_case	Create a new case (incident) entity record	confirm
dynamics365_dynamicscrm_create_contact	Create a new contact entity record	confirm
dynamics365_dynamicscrm_create_invoice	Create a new invoice entity record	confirm
dynamics365_dynamicscrm_create_lead	Create a new lead entity record	confirm
dynamics365_dynamicscrm_create_opportunity	Create a new opportunity entity record	confirm
dynamics365_dynamicscrm_create_sales_order	Create a new sales order entity record	confirm

Read operations

Tool	Description	Risk
dynamics365_dynamicscrm_get_a_invoice	Get a specific invoice by ID	safe
dynamics365_dynamicscrm_get_a_lead	Get a specific lead by ID	safe
dynamics365_dynamicscrm_get_all_leads	Get all leads from the CRM	safe
dynamics365_get_all_invoices_action	Get all invoices	safe

Update operations

Tool	Description	Risk
dynamics365_dynamicscrm_update_case	Update an existing case (incident)	confirm
dynamics365_dynamicscrm_update_invoice	Update an existing invoice	confirm
dynamics365_dynamicscrm_update_lead	Update an existing lead	confirm
dynamics365_dynamicscrm_update_opportunity	Update an existing opportunity	confirm
dynamics365_dynamicscrm_update_sales_order	Update an existing sales order	confirm

Code examples

Example 1: Create and manage leads

// Create a new lead
const lead = await clawlink_call_tool({
  tool: "dynamics365_dynamicscrm_create_lead",
  parameters: {
    subject: "New product inquiry",
    firstname: "Jane",
    lastname: "Doe",
    emailaddress1: "[e-mail]",
    companyname: "Acme Corp"
  }
});

// Get a specific lead
const specificLead = await clawlink_call_tool({
  tool: "dynamics365_dynamicscrm_get_a_lead",
  parameters: { lead_id: "abc123" }
});

// Get all leads
const allLeads = await clawlink_call_tool({
  tool: "dynamics365_dynamicscrm_get_all_leads",
  parameters: {}
});

// Update a lead
await clawlink_call_tool({
  tool: "dynamics365_dynamicscrm_update_lead",
  parameters: {
    lead_id: "abc123",
    subject: "Updated subject line",
    telephone1: "[phone]"
  }
});

Example 2: Manage accounts and contacts

// Create an account
const account = await clawlink_call_tool({
  tool: "dynamics365_dynamicscrm_create_account",
  parameters: {
    name: "Acme Corporation",
    telephone1: "[phone]",
    address1_city: "Seattle"
  }
});

// Create a contact
const contact = await clawlink_call_tool({
  tool: "dynamics365_dynamicscrm_create_contact",
  parameters: {
    firstname: "John",
    lastname: "Smith",
    emailaddress1: "[e-mail]",
    parentcustomerid_account: account.id
  }
});

Example 3: Manage opportunities and sales orders

// Create an opportunity
const opportunity = await clawlink_call_tool({
  tool: "dynamics365_dynamicscrm_create_opportunity",
  parameters: {
    name: "Enterprise deal - Acme Corp",
    estimatedvalue: 50000,
    estimatedclosedate: "2024-06-30"
  }
});

// Update an opportunity
await clawlink_call_tool({
  tool: "dynamics365_dynamicscrm_update_opportunity",
  parameters: {
    opportunity_id: "opportunity123",
    estimatedvalue: 75000,
    description: "Expanded scope"
  }
});

// Create a sales order
const order = await clawlink_call_tool({
  tool: "dynamics365_dynamicscrm_create_sales_order",
  parameters: {
    name: "SO-001",
    customerid_account: "account123"
  }
});

Example 4: Handle cases and invoices

// Create a case
const case = await clawlink_call_tool({
  tool: "dynamics365_dynamicscrm_create_case",
  parameters: {
    title: "Technical support request",
    customerid_account: "account123",
    caseorigincode: "Web"
  }
});

// Update a case
await clawlink_call_tool({
  tool: "dynamics365_dynamicscrm_update_case",
  parameters: {
    incident_id: "case123",
    description: "Issue resolved"
  }
});

// Get all invoices
const invoices = await clawlink_call_tool({
  tool: "dynamics365_get_all_invoices_action",
  parameters: {}
});

// Get a specific invoice
const invoice = await clawlink_call_tool({
  tool: "dynamics365_dynamicscrm_get_a_invoice",
  parameters: { invoice_id: "inv123" }
});

Error handling

Error pattern	Likely cause	Resolution
estimatedclosedate required	Server-side requirement for opportunity	Include estimatedclosedate when creating opportunities
transactioncurrency required	Server-side requirement for some entities	Ensure transaction currency is set at server level
entity not found	Wrong entity ID or type	Verify entity ID format and type
permission denied	Missing Dynamics 365 permissions	User may need to reconnect with proper CRM roles

Security & Permissions

• ClawLink stores only the OAuth token for Dynamics 365
• Device credentials are stored locally in OpenClaw plugin config
• CRM permissions depend on the user's assigned Dynamics 365 roles
• Some entities may require specific field-level permissions

Troubleshooting

Tools not showing up after install:

• Start a fresh OpenClaw chat to reload the plugin catalog
• Call clawlink_list_integrations to confirm ClawLink is paired

"Permission denied" errors:

• User needs appropriate Dynamics 365 roles assigned in Azure AD
• Some CRM operations require specific security roles

Opportunity/invoice creation fails:

• Some CRM configurations enforce fields not exposed in the schema
• Check estimatedclosedate for opportunities
• Check transaction currency requirements for invoicing

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Powered by ClawLink — your OpenClaw integration hub for Dynamics 365.