Last updated: 4 July 2026

Dynamics 365

Dynamics 365

Beta
Auth: OAuth (Connect Link) · Plans: Business, Enterprise · Tools: 5 · Category: Microsoft 365

Query and update CRM records, leads, and opportunities in Microsoft Dynamics 365.

Who needs this: Sales and operations teams running Dynamics 365 as their CRM who want AI-assisted pipeline and account queries.

Example questions once connected

  • What opportunities are closing this month?
  • Show me all leads from the Nairobi region
  • Update the close date on opportunity OP-2026-0441 to 30 June
  • How many open leads did we generate last week?

What you need before starting

  • A Microsoft 365 Business or Enterprise plan with Dynamics 365
  • Permission to grant app consent — or ask your IT admin
⚠️

Delegated permissions only. The AI can only access CRM records your account has permission to view.

Step-by-step setup

  1. Generate a Connect Link. In your Msharti dashboard, go to Connectors → Dynamics 365 → Connect. Click Open in Browser.
  2. Log in with Microsoft. Sign in with your Microsoft 365 account. Review the permissions and click Accept.
  3. Confirm in dashboard. You will be redirected back to Msharti. The connector shows Connected.

Tool reference

These are the tools the AI can call on this connector. Each tool fires automatically when you ask a relevant question.

query_records() Retrieve CRM records from any Dynamics 365 entity using OData filters.
Inputs entity_name, optional: filter, select fields, top N
Try asking "Show me all open opportunities with a value above KES 500,000"
Returns 7 opportunities. Top: "NCBA Insurance Renewal" — KES 2.1M, stage: Proposal, close date: 30 Jun.
create_lead() Create a new lead record in Dynamics 365.
Inputs firstname, lastname, email, optional: company, phone, source
Try asking "Create a lead for James Otieno at Equity Bank, email [email protected]"
Returns Lead created: James Otieno (Equity Bank). ID: LID-2026-01847. Assigned to default queue.
update_opportunity() Update fields on an existing opportunity — stage, close date, estimated value, or notes.
Inputs opportunity_id or name, field updates
Try asking "Move opportunity OP-2026-0441 to Negotiation stage and update close date to 30 June"
Returns Opportunity "NCBA Renewal" updated. Stage: Negotiation. Close date: 30 Jun 2026. Last modified: now.

Limits

  • Requires Microsoft 365 Business or Enterprise — the same org that has Dynamics 365 licences.
  • Write operations (create_lead, update_opportunity) are available on Business and Enterprise plans only.
  • Only accessible to users with CRM User or Sales roles in your Dynamics 365 environment.

Troubleshooting

ProblemCauseFix
Admin consent required IT admin has restricted third-party app access Ask your IT admin to approve "Msharti MCP Platform" in the Azure AD admin centre.
No Dynamics 365 licence Account does not have a Dynamics 365 subscription Confirm your Microsoft 365 plan includes Dynamics 365.

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Need help? [email protected] — Nairobi-based, same time zone.