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

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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.

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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
• -- Brief title/description