Dynamics 365 Tools
Microsoft Dynamics 365 将 CRM、ERP 和生产力应用集于一体，在一个集成平台中简化销售、营销、客户服务和运营。
让 AI 智能体使用 Dynamics 365 Tools
Aident Loadout 让 Claude Code、Codex、Cursor 和其他受支持的智能体调用 Dynamics 365 Tools。可选择 16 个受支持的操作。 可在 Audit 中审核每次执行。
通过 Aident Vault 连接一次 Dynamics 365 Tools。智能体无需获取底层凭证即可使用受支持的操作。
分类
Crm价格与支付
- 价格
- 在 Loadout 中免费。使用个人连接的账号时，服务提供商可能收费。
- 统一支付
- 暂不支持。需要时请连接服务提供商账号。
包含的操作
- 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