Dynamics 365 Automation

Automate Microsoft Dynamics 365 CRM operations including creating and updating contacts, accounts, leads, opportunities, sales orders, invoices, and support cases.

Toolkit docs: composio.dev/toolkits/dynamics365

Setup

This skill requires the Rube MCP server connected at https://rube.app/mcp.

Before executing any tools, ensure an active connection exists for the dynamics365 toolkit. If no connection is active, initiate one via RUBE_MANAGE_CONNECTIONS.

Core Workflows

1. Manage Leads

Create, update, retrieve, and list lead records.

Tools:

DYNAMICS365_DYNAMICSCRM_CREATE_LEAD -- Create a new lead

DYNAMICS365_DYNAMICSCRM_UPDATE_LEAD -- Update an existing lead

DYNAMICS365_DYNAMICSCRM_GET_A_LEAD -- Retrieve a lead by GUID

DYNAMICS365_DYNAMICSCRM_GET_ALL_LEADS -- List/filter all leads

Key Parameters for DYNAMICS365_DYNAMICSCRM_CREATE_LEAD:

firstname -- First name of the lead

lastname -- Last name of the lead

emailaddress1 -- Primary email address

telephone1 -- Primary phone number

companyname -- Associated company name

subject -- Brief title/description

Key Parameters for DYNAMICS365_DYNAMICSCRM_GET_ALL_LEADS:

filter -- OData filter, e.g., "contains(fullname,'John')"

select -- Fields to return, e.g., "fullname,emailaddress1"

orderby -- Sort expression, e.g., "createdon desc"

top -- Max number of results

Example:

Tool: DYNAMICS365_DYNAMICSCRM_CREATE_LEAD
Arguments:
  firstname: "Jane"
  lastname: "Smith"
  emailaddress1: "jane.smith@example.com"
  companyname: "Acme Corp"
  subject: "Interested in Enterprise plan"

2. Manage Accounts

Create and organize account (company) records in the CRM.

Tool: DYNAMICS365_DYNAMICSCRM_CREATE_ACCOUNT

Key Parameters:

name -- Account/company name

description -- Description of the account

revenue -- Revenue amount (number)

accountcategorycode -- Category code (integer, default: 1)

creditonhold -- Whether account is on credit hold (boolean)

Example:

Tool: DYNAMICS365_DYNAMICSCRM_CREATE_ACCOUNT
Arguments:
  name: "Contoso Ltd"
  description: "Strategic partner for cloud services"
  revenue: 5000000
  creditonhold: false

3. Manage Contacts

Create detailed contact records with address and phone information.

Tool: DYNAMICS365_DYNAMICSCRM_CREATE_CONTACT

Key Parameters:

firstname, lastname -- Contact name

emailaddress1 -- Primary email

telephone1 -- Primary phone

mobilephone -- Mobile phone

jobtitle -- Job title

address1_city, address1_stateorprovince, address1_postalcode, address1_country -- Address fields

Example:

Tool: DYNAMICS365_DYNAMICSCRM_CREATE_CONTACT
Arguments:
  firstname: "Bob"
  lastname: "Johnson"
  emailaddress1: "bob.johnson@example.com"
  jobtitle: "VP of Engineering"
  address1_city: "Seattle"
  address1_stateorprovince: "WA"

4. Manage Opportunities

Create and update sales opportunities with estimated values and close dates.

Tools:

DYNAMICS365_DYNAMICSCRM_CREATE_OPPORTUNITY -- Create a new opportunity

DYNAMICS365_DYNAMICSCRM_UPDATE_OPPORTUNITY -- Update an existing opportunity

Key Parameters for DYNAMICS365_DYNAMICSCRM_CREATE_OPPORTUNITY:

name (required) -- Opportunity title

description -- Brief description

estimatedvalue -- Anticipated revenue (number)

estimatedclosedate -- Expected close date in YYYY-MM-DD format

customer_account_id -- GUID of the related account (no curly braces)

customer_contact_id -- GUID of the related contact (no curly braces)

Key Parameters for DYNAMICS365_DYNAMICSCRM_UPDATE_OPPORTUNITY:

opportunity_id (required) -- GUID of the opportunity

opportunityratingcode -- 1 (Cold), 2 (Warm), 3 (Hot)

salesstagecode -- 1 (Qualify), 2 (Develop), 3 (Propose)

Example:

Tool: DYNAMICS365_DYNAMICSCRM_CREATE_OPPORTUNITY
Arguments:
  name: "Enterprise Cloud Migration"
  estimatedvalue: 250000
  estimatedclosedate: "2026-06-30"
  description: "Full cloud migration project for Contoso"

5. Manage Sales Orders and Invoices

Create and update sales orders; generate invoices for billing.

Tools:

DYNAMICS365_DYNAMICSCRM_CREATE_SALES_ORDER -- Create a new sales order

DYNAMICS365_DYNAMICSCRM_UPDATE_SALES_ORDER -- Update an existing sales order

DYNAMICS365_DYNAMICSCRM_CREATE_INVOICE -- Create a new invoice

Key Parameters for DYNAMICS365_DYNAMICSCRM_CREATE_SALES_ORDER:

name -- Sales order name

description -- Description

account_id -- Reference to account, format: "/accounts(GUID)"

currency_id -- Currency reference, format: "/transactioncurrencies(GUID)"

price_level_id -- Price list reference, format: "/pricelevels(GUID)"

Key Parameters for DYNAMICS365_DYNAMICSCRM_UPDATE_SALES_ORDER:

salesorder_id (required) -- GUID of the sales order

name -- Updated name

discountamount -- Updated discount

freightamount -- Updated shipping cost

Key Parameters for DYNAMICS365_DYNAMICSCRM_CREATE_INVOICE:

name -- Invoice name/number, e.g., "Invoice #12345"

description -- Invoice description

account_id -- Related account reference

currency_id -- Currency reference

price_level_id -- Price list reference

6. Create Support Cases

Create incident/case records for customer support tracking.

Tool: DYNAMICS365_DYNAMICSCRM_CREATE_CASE

Key Parameters:

title -- Subject/title of the case

description -- Detailed description

prioritycode -- 1 (Low), 2 (Normal), 3 (High)

caseorigincode -- 1 (Phone), 2 (Email), 3 (Web)

account_id -- Related account, format: "/accounts(GUID)"

contact_id -- Related contact, format: "/contacts(GUID)"

Example:

Tool: DYNAMICS365_DYNAMICSCRM_CREATE_CASE
Arguments:
  title: "Login issue reported by customer"
  description: "Customer unable to access portal since Feb 10"
  prioritycode: 3
  caseorigincode: 2

Known Pitfalls

Pitfall	Detail
GUID format	All entity IDs are GUIDs (e.g., `"00000000-0000-0000-0000-000000000000"`). Do not include curly braces for opportunity/contact references.
Reference format	Related entity references use the format `"/entityset(GUID)"` (e.g., `"/accounts(abc-123)"`). Missing the leading slash or parentheses causes errors.
OData filter syntax	Use Dynamics 365 OData syntax for `filter` (e.g., `contains(fullname,'John')`). Incorrect syntax returns empty or error responses.
user_id default	Most tools default `user_id` to `"me"` for the authenticated user. Override only when acting on behalf of another user.
Required fields	`CREATE_OPPORTUNITY` requires `name`. Other create tools have no strict required fields but will create empty records without data.

Quick Reference

Tool Slug	Description
`DYNAMICS365_DYNAMICSCRM_CREATE_LEAD`	Create a new lead record
`DYNAMICS365_DYNAMICSCRM_UPDATE_LEAD`	Update an existing lead
`DYNAMICS365_DYNAMICSCRM_GET_A_LEAD`	Retrieve a lead by GUID
`DYNAMICS365_DYNAMICSCRM_GET_ALL_LEADS`	List/filter all leads
`DYNAMICS365_DYNAMICSCRM_CREATE_ACCOUNT`	Create a new account
`DYNAMICS365_DYNAMICSCRM_CREATE_CONTACT`	Create a new contact
`DYNAMICS365_DYNAMICSCRM_CREATE_OPPORTUNITY`	Create a new opportunity
`DYNAMICS365_DYNAMICSCRM_UPDATE_OPPORTUNITY`	Update an existing opportunity
`DYNAMICS365_DYNAMICSCRM_CREATE_SALES_ORDER`	Create a new sales order
`DYNAMICS365_DYNAMICSCRM_UPDATE_SALES_ORDER`	Update an existing sales order
`DYNAMICS365_DYNAMICSCRM_CREATE_INVOICE`	Create a new invoice
`DYNAMICS365_DYNAMICSCRM_CREATE_CASE`	Create a support case/incident

Dynamics 365 Automation

作者

分类

安装