Dynamics 365 Tools
Dynamics 365 from Microsoft combines CRM, ERP, and productivity apps to streamline sales, marketing, customer service, and operations in one integrated platform
Use Dynamics 365 Tools with AI agents
Aident Loadout lets Claude Code, Codex, Cursor, and other supported agents call Dynamics 365 Tools. Choose from 16 supported actions. Review each execution in Audit.
Connect Dynamics 365 Tools once through Aident Vault. Your agent can use the supported actions without receiving the underlying credential.
Category
CrmIncluded Actions
- Dynamicscrm Create Account
- Dynamicscrm Create Case
- Dynamicscrm Create Contact
- Dynamicscrm Create Invoice
- Dynamicscrm Create Lead
- Dynamicscrm Create Opportunity
- Dynamicscrm Create Sales Order
- Dynamicscrm Get A Invoice
- Dynamicscrm Get A Lead
- Dynamicscrm Get All Leads
- Dynamicscrm Update Case
- Dynamicscrm Update Invoice
- Dynamicscrm Update Lead
- Dynamicscrm Update Opportunity
- Dynamicscrm Update Sales Order
- Get All Invoices Action