Dynamics 365 Automation

365 AutomationAuto-detects your installed agents and installs the skill to each one.

What This Skill Does

This skill automates Microsoft Dynamics 365 CRM operations, enabling users to manage contacts, accounts, leads, opportunities, sales orders, invoices, and support cases. It is designed for businesses and individuals looking to streamline their CRM workflows and improve efficiency. The skill requires a Rube MCP server connection.

When to Use

• Create new leads in Dynamics 365.
• Update existing customer accounts.
• Retrieve lead information by GUID.
• List and filter all leads.
• Create new accounts (companies).
• Manage and organize customer data.

Key Features

• Automates lead management (create, update, retrieve, list).
• Automates account creation and management.
• Uses Rube MCP for connection and tool execution.
• Provides tools for creating and updating records.
• Supports filtering and sorting of records.
• Offers example workflows for common tasks.

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

Quick Reference