Microsoft Dynamics 365 Sales Integration

Field	Description	Required	Format
Client ID	Microsoft Entra (Azure AD) OAuth App Client ID	Yes	`xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx`
Client Secret	Microsoft Entra (Azure AD) OAuth App Client Secret	Yes	`xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx`
Dynamics 365 Instance URL	Your Dynamics 365 org URL hostname (e.g. org12345.crm.dynamics.com)	Yes	`org12345.crm.dynamics.com`

create_appointment — Create a new appointment linked to an account with a required attendee (system user)

Parameters

string

required

Title of the appointment

string

required

Start date/time in ISO 8601 format (e.g. 2026-02-20T12:00:00Z)

string

required

End date/time in ISO 8601 format

string

required

Account ID the appointment is regarding

string

required

Email address of the Dynamics system user to add as attendee

integer

Optional category value (numeric). Use list_appointment_categories to discover valid values

Response

{
  "additionalProperties": false,
  "properties": {
    "success": {
      "title": "Success",
      "type": "boolean"
    },
    "error": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Error"
    },
    "appointment_id": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Appointment Id"
    },
    "deep_link": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Deep Link"
    },
    "appointment": {
      "anyOf": [
        {
          "additionalProperties": true,
          "type": "object"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Appointment"
    }
  },
  "required": [
    "success"
  ],
  "title": "CreateAppointmentOutput",
  "type": "object"
}

create_custom_entity — Create a custom entity definition in Dynamics 365

Parameters

string

required

Identifier of the solution to associate the entity with

string

required

Display name for the new entity (e.g. ‘Bank Account’)

string

required

Primary name attribute of the new entity (e.g. ‘Account Name’)

integer

Language code (e.g. 1033 for English US) (Default: 1033)

object

Array of attribute definition objects to add to the entity

string

Description of the new entity

boolean

Whether the entity supports activities (Default: false)

boolean

Whether the entity supports notes (Default: false)

Response

{
  "additionalProperties": false,
  "properties": {
    "success": {
      "title": "Success",
      "type": "boolean"
    },
    "error": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Error"
    },
    "entity": {
      "anyOf": [
        {
          "additionalProperties": true,
          "type": "object"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Entity"
    }
  },
  "required": [
    "success"
  ],
  "title": "CreateCustomEntityOutput",
  "type": "object"
}

find_contact — Search for a contact by ID, name, or custom OData filter

Parameters

string

Contact GUID to look up directly

string

Find contacts whose full name contains this value

string

Custom OData $filter expression (e.g. “lastname eq ‘Smith’“)

Response

{
  "additionalProperties": false,
  "properties": {
    "success": {
      "title": "Success",
      "type": "boolean"
    },
    "error": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Error"
    },
    "contacts": {
      "items": {
        "additionalProperties": true,
        "type": "object"
      },
      "title": "Contacts",
      "type": "array"
    }
  },
  "required": [
    "success"
  ],
  "title": "FindContactOutput",
  "type": "object"
}

get_account — Retrieve a single account by its GUID

Parameters

string

required

Account GUID to retrieve

Response

{
  "additionalProperties": false,
  "properties": {
    "success": {
      "title": "Success",
      "type": "boolean"
    },
    "error": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Error"
    },
    "account": {
      "anyOf": [
        {
          "additionalProperties": true,
          "type": "object"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Account"
    }
  },
  "required": [
    "success"
  ],
  "title": "GetAccountOutput",
  "type": "object"
}

list_accounts — List accounts with optional OData filter and pagination

Parameters

string

Optional OData $filter (e.g. ‘statecode eq 0’ for active accounts)

integer

Number of records per page (max 5000) (Default: 50)

Response

{
  "additionalProperties": false,
  "properties": {
    "success": {
      "title": "Success",
      "type": "boolean"
    },
    "error": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Error"
    },
    "accounts": {
      "items": {
        "additionalProperties": true,
        "type": "object"
      },
      "title": "Accounts",
      "type": "array"
    }
  },
  "required": [
    "success"
  ],
  "title": "ListAccountsOutput",
  "type": "object"
}

Response

{
  "additionalProperties": false,
  "properties": {
    "success": {
      "title": "Success",
      "type": "boolean"
    },
    "error": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Error"
    },
    "category_type": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Category Type"
    },
    "categories": {
      "items": {
        "additionalProperties": true,
        "type": "object"
      },
      "title": "Categories",
      "type": "array"
    }
  },
  "required": [
    "success"
  ],
  "title": "ListAppointmentCategoriesOutput",
  "type": "object"
}

list_appointment_category_options — Retrieve available options for the appointment Category picklist field

Response

{
  "additionalProperties": false,
  "properties": {
    "success": {
      "title": "Success",
      "type": "boolean"
    },
    "error": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Error"
    },
    "options": {
      "items": {
        "additionalProperties": true,
        "type": "object"
      },
      "title": "Options",
      "type": "array"
    }
  },
  "required": [
    "success"
  ],
  "title": "ListAppointmentCategoryOptionsOutput",
  "type": "object"
}

list_appointments — List appointments ordered by scheduled start descending

Parameters

string

Optional OData $filter (e.g. ‘statecode eq 0’)

integer

Number of appointments to return (max 100) (Default: 25)

Response

{
  "additionalProperties": false,
  "properties": {
    "success": {
      "title": "Success",
      "type": "boolean"
    },
    "error": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Error"
    },
    "appointments": {
      "items": {
        "additionalProperties": true,
        "type": "object"
      },
      "title": "Appointments",
      "type": "array"
    }
  },
  "required": [
    "success"
  ],
  "title": "ListAppointmentsOutput",
  "type": "object"
}

list_solution_id_options — Retrieve available solutions with their IDs and names

Response

{
  "additionalProperties": false,
  "properties": {
    "success": {
      "title": "Success",
      "type": "boolean"
    },
    "error": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Error"
    },
    "solutions": {
      "items": {
        "additionalProperties": true,
        "type": "object"
      },
      "title": "Solutions",
      "type": "array"
    }
  },
  "required": [
    "success"
  ],
  "title": "ListSolutionIdOptionsOutput",
  "type": "object"
}

search_accounts — Search accounts by company name substring

Parameters

string

required

Substring to match against account name

Response

{
  "additionalProperties": false,
  "properties": {
    "success": {
      "title": "Success",
      "type": "boolean"
    },
    "error": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Error"
    },
    "accounts": {
      "items": {
        "additionalProperties": true,
        "type": "object"
      },
      "title": "Accounts",
      "type": "array"
    }
  },
  "required": [
    "success"
  ],
  "title": "SearchAccountsOutput",
  "type": "object"
}

update_appointment — Update an existing appointment (only supplied fields are modified)

Parameters

string

required

Appointment activity GUID to update

string

Updated subject/title

string

Updated start in ISO 8601

string

Updated end in ISO 8601

integer

Updated category value (numeric). Use list_appointment_categories to discover valid values

Response

{
  "additionalProperties": false,
  "properties": {
    "success": {
      "title": "Success",
      "type": "boolean"
    },
    "error": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Error"
    },
    "appointment_id": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Appointment Id"
    },
    "updated_fields": {
      "items": {
        "type": "string"
      },
      "title": "Updated Fields",
      "type": "array"
    }
  },
  "required": [
    "success"
  ],
  "title": "UpdateAppointmentOutput",
  "type": "object"
}

Using

Providers

Building

Tools

Microsoft Dynamics 365 Sales Integration for AI Agents & Workflows

Overview

Authentication

OAuth2 Authentication

Required Credentials

OAuth Configuration

Available Actions

Parameters

Response

Parameters

Response

Parameters

Response

Parameters

Response

Response

Parameters

Response

Response

Parameters

Response

Parameters

Response

Limits & Quotas

Insightly

Clay

Dropcontact

Links

​Overview

​Authentication

​OAuth2 Authentication

​Required Credentials

​OAuth Configuration

​Available Actions

​Parameters

​Response

​Parameters

​Response

​Parameters

​Response

​Parameters

​Response

​Parameters

​Response

​Response

​Response

​Parameters

​Response

​Response

​Parameters

​Response

​Parameters

​Response

​Limits & Quotas

​Related integrations

Insightly

Clay

Dropcontact

​Links

Overview

Authentication

OAuth2 Authentication

Required Credentials

OAuth Configuration

Available Actions

Parameters

Response

Parameters

Response

Parameters

Response

Parameters

Response

Parameters

Response

Response

Response

Parameters

Response

Response

Parameters

Response

Parameters

Response

Limits & Quotas

Related integrations

Links