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
CrmPricing and payment
- Pricing
- Free in Loadout. Provider charges may apply when using a personally connected account.
- Unified payment
- Not currently supported. Connect a provider account when required.
Included Actions
- Dynamics365 Dynamicscrm Create AccountCreates a new account entity record in Dynamics CRM using the Web API.
- Dynamics365 Dynamicscrm Create CaseCreates a new case (incident) entity record in Dynamics CRM using the Web API.
- Dynamics365 Dynamicscrm Create ContactCreates a new contact entity record in Dynamics CRM using the Web API.
- Dynamics365 Dynamicscrm Create InvoiceCreates a new invoice entity record in Dynamics CRM using the Web API.
- Dynamics365 Dynamicscrm Create LeadCreates a new lead entity record in Dynamics CRM using the Web API.
- Dynamics365 Dynamicscrm Create OpportunityCreates a new opportunity entity record in Dynamics CRM using the Web API. Some CRM configurations enforce `estimatedclosedate` and a transaction currency at the server level even though they are schema-optional; omitting them may cause the request to be rejected.
- Dynamics365 Dynamicscrm Create Sales OrderCreates a new sales order entity record in Dynamics CRM using the Web API.
- Dynamics365 Dynamicscrm Get A InvoiceDynamicscrm get a invoice
- Dynamics365 Dynamicscrm Get A LeadDynamicscrm get a lead
- Dynamics365 Dynamicscrm Get All LeadsDynamicscrm get all leads
- Dynamics365 Dynamicscrm Update CaseUpdates an existing case (incident) entity record in Dynamics CRM using the Web API.
- Dynamics365 Dynamicscrm Update InvoiceUpdates an existing invoice entity record in Dynamics CRM using the Web API.
- Dynamics365 Dynamicscrm Update LeadUpdates an existing lead entity record in Dynamics CRM using the Web API.
- Dynamics365 Dynamicscrm Update OpportunityUpdates an existing opportunity entity record in Dynamics CRM using the Web API. Some updates may be rejected if required relational fields (e.g., transactioncurrency) are absent from the record, even though they are not exposed as explicit parameters.
- Dynamics365 Dynamicscrm Update Sales OrderUpdates an existing sales order entity record in Dynamics CRM using the Web API.
- Dynamics365 Get All Invoices ActionGet all invoices action
Provider sources
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