How to connect Dynamics 365 to Hermes Agent
Connect Dynamics 365 to Hermes with ClawLink in one click — 16 tools your AI agent can call from chat via hosted OAuth. No API keys, no manual setup.
Dynamics 365OAUTH2MCPManage CRM and ERP data in Dynamics 365. Once connected, Hermes Agent can read and act on Dynamics 365 from chat — pairing, token refresh, and tool wiring handled for you.
Most guides for giving Hermes Agent Dynamics 365 access start with registering your own OAuth app or pasting API keys into env files, then leave the token refresh and tool wiring to you. ClawLink gives Hermes a more practical Dynamics 365 setup: pair once in the browser and your always-on Hermes agent can act on Dynamics 365 for you, reading and doing real work on your behalf with no auth, token refresh, or tool wiring to build yourself.
Copy this prompt into Hermes to install the plugin and pair your account.
Set up ClawLink for Hermes and tell me when it's ready.
1. Install the plugin:
hermes plugins install ClawLink-HQ/hermes-plugin --enable
2. Start pairing. It prints an approval link, so show me the link and stop, don't wait:
hermes clawlink begin
3. I'll approve it in my browser, then reply "approved".
4. When I say approved, finish setup:
hermes clawlink finish
5. Then run `hermes clawlink test` and tell me whether ClawLink is ready.Setup
It takes three steps to connect Hermes to Dynamics 365.
1Install and pair
Install the ClawLink plugin, then pair Hermes with a one-time browser approval:
hermes plugins install ClawLink-HQ/hermes-plugin --enable- 2
Connect Dynamics 365
One-click OAuth in the dashboard.
- 3
Use it from chat
Ask Hermes Agent: "What can you do with Dynamics 365?"
Install by command
The prompt above walks Hermes through this. By hand, it is four commands and a browser approval:
hermes plugins install ClawLink-HQ/hermes-plugin --enable
hermes clawlink begin # prints an approval link — open it and approve
hermes clawlink finish # after approving in the browser
hermes clawlink testThen connect Dynamics 365 in the ClawLink dashboard — a one-click OAuth approval, no API keys.
Verify the connection by asking Hermes:
Use Dynamics 365 to dynamics365 dynamicscrm create account and walk me through the result in plain English.
Using a different agent?
The Hermes plugin is one client of ClawLink's MCP server. Claude Code, Cursor, Codex, or any agent that can run a shell command pairs with the same ClawLink account through the CLI:
npx -y @useclawlink/cli loginlogin opens the same browser approval and stores a credential locally. Once Dynamics 365 is connected in the dashboard, that agent calls the same 16 Dynamics 365 tools over MCP. Full setup for MCP clients and shell agents: connect apps to any AI agent.
Dynamics 365 MCP for Hermes
Looking for a Dynamics 365 MCP server for Hermes Agent? ClawLink connects Dynamics 365 to Hermes Agent and exposes 16 Dynamics 365 tools your agent can call over MCP, with hosted auth and nothing to run or maintain yourself. Using OpenClaw instead? The OpenClaw Dynamics 365 integration works the same way.
What the Hermes Agent Dynamics 365 integration can do
16 Dynamics 365 tools are ready for Hermes Agent once the account is connected.
All 16 Dynamics 365 tools for Hermes
| Tool | What it does |
|---|---|
Dynamicscrm create account dynamics365_dynamicscrm_create_account | Creates a new account entity record in Dynamics CRM using the Web API. |
Dynamicscrm create case dynamics365_dynamicscrm_create_case | Creates a new case (incident) entity record in Dynamics CRM using the Web API. |
Dynamicscrm create contact dynamics365_dynamicscrm_create_contact | Creates a new contact entity record in Dynamics CRM using the Web API. |
Dynamicscrm create invoice dynamics365_dynamicscrm_create_invoice | Creates a new invoice entity record in Dynamics CRM using the Web API. |
Dynamicscrm create lead dynamics365_dynamicscrm_create_lead | Creates a new lead entity record in Dynamics CRM using the Web API. |
Dynamicscrm create opportunity dynamics365_dynamicscrm_create_opportunity | Creates a new opportunity entity record in Dynamics CRM using the Web API. |
Dynamicscrm create sales order dynamics365_dynamicscrm_create_sales_order | Creates a new sales order entity record in Dynamics CRM using the Web API. |
Dynamicscrm get a invoice dynamics365_dynamicscrm_get_a_invoice | Dynamicscrm get a invoice |
Dynamicscrm get a lead dynamics365_dynamicscrm_get_a_lead | Dynamicscrm get a lead |
Dynamicscrm get all leads dynamics365_dynamicscrm_get_all_leads | Dynamicscrm get all leads |
Dynamicscrm update case dynamics365_dynamicscrm_update_case | Updates an existing case (incident) entity record in Dynamics CRM using the Web API. |
Dynamicscrm update invoice dynamics365_dynamicscrm_update_invoice | Updates an existing invoice entity record in Dynamics CRM using the Web API. |
Get all invoices action dynamics365_get_all_invoices_action | Get all invoices action |
Dynamicscrm update lead dynamics365_dynamicscrm_update_lead | Updates an existing lead entity record in Dynamics CRM using the Web API |
Dynamicscrm update opportunity dynamics365_dynamicscrm_update_opportunity | Updates an existing opportunity entity record in Dynamics CRM using the Web API |
Dynamicscrm update sales order dynamics365_dynamicscrm_update_sales_order | Updates an existing sales order entity record in Dynamics CRM using the Web API |
Try it: find the Dynamics 365 tool you need
Browse the 16 Dynamics 365 tools
Click any tool to see exactly what Hermes can do and copy a ready-to-use prompt.
Example prompts
Use Dynamics 365 to dynamics365 dynamicscrm create account and walk me through the result in plain English.
Use Dynamics 365 to dynamics365 dynamicscrm create case and walk me through the result in plain English.
Use Dynamics 365 to dynamics365 dynamicscrm create contact and walk me through the result in plain English.
Use Dynamics 365 to dynamics365 dynamicscrm create invoice and walk me through the result in plain English.
ClawLink vs. building it yourself
The alternative to ClawLink is usually manual OAuth app setup plus your own token handling, permission troubleshooting, and tool plumbing for Hermes Agent. That is fine if you want to build and maintain the integration yourself. Most teams just want Dynamics 365 working from chat.
| Manual | ClawLink | |
|---|---|---|
| Connection flow | Register a Dynamics 365 app, configure redirect URLs, manage consent details, and reconnect users when auth settings drift. | Users connect Dynamics 365 through the hosted browser flow and ClawLink keeps the token lifecycle out of your app code. |
| Ongoing maintenance | You own refresh logic, permission debugging, environment config, and every provider-specific edge case for Dynamics 365. | ClawLink handles the repetitive integration plumbing so your team can focus on the workflow instead of the infrastructure. |
| Agent usability | You still need to expose the right Dynamics 365 actions to the runtime in a format your agent can reliably use. | 16 tools for Dynamics 365 are already exposed through ClawLink, so the agent can read and act from chat immediately. |
ClawLink vs. Composio
Composio also exposes Dynamics 365 to AI agents. It is developer infrastructure: Python and TypeScript SDKs, an MCP server, and a catalog past 1,000 apps, aimed at teams shipping agent products. ClawLink is built for Hermes Agent users instead. You install the plugin once, connect Dynamics 365 in the browser, and the 16 tools above work from chat. There is no SDK, no config file, and no API key handling. Choosing between them? Read the full Composio alternatives comparison.
Troubleshooting
Hermes paired but still can't use Dynamics 365
Pairing is a two-step handshake: run hermes clawlink begin, approve the link in your browser, then run hermes clawlink finish. If you ran finish before approving, or the approval link expired, run hermes clawlink begin again to get a fresh link. Confirm the plugin was installed with --enable, then verify with hermes clawlink test.
Connection succeeds but no tools appear
Reconnect Dynamics 365 from the dashboard, then start a fresh chat if the runtime still has the old tool catalog loaded.
"Tool schema not loaded yet" error when calling Dynamics 365 tools
Dynamics 365 tool schemas load on demand the first time a tool runs and are cached after that, so this error usually clears on its own: wait a few seconds and retry the same request. If every Dynamics 365 call keeps failing with it in a fresh chat, reconnect from the dashboard, and contact support if it still persists — that pattern points to a configuration problem on our side, not something you can fix by reconnecting again.
Dynamics 365 returns 403 or "permission denied" on one action while others work
Two usual causes. The connected account may not have access to the specific workspace, inbox, store, or project in the request — check that first. If access looks right, the agent may have sent a placeholder value (like "YOUR_ID" or an example id from documentation) instead of a real one: ask it to run a list or search tool first, then retry the action with a real id from those results. Most failures at this stage are one of these two, not ClawLink bugs.
OAuth finished in the browser but the account is still missing
Try reconnecting Dynamics 365 and complete the consent flow in the same browser session. Partial OAuth approvals or switching accounts mid-flow can leave the connection incomplete.
FAQ
Is there a Hermes Agent Dynamics 365 integration?
Yes. ClawLink is the fastest way to connect Hermes to Dynamics 365: link your Dynamics 365 account once in the browser and Hermes Agent can call the Dynamics 365 API through 16 ready-made tools — no custom code or token handling.
How do I connect Dynamics 365 to Hermes with ClawLink?
Install the plugin with hermes plugins install ClawLink-HQ/hermes-plugin --enable, then pair once: run hermes clawlink begin, approve the link in your browser, and run hermes clawlink finish. Connect Dynamics 365 in the dashboard and Hermes can use it from the next message — no config files or API keys to manage.
How long does it take to connect Dynamics 365 to Hermes Agent?
About two minutes. Sign in, click Connect next to Dynamics 365 in the dashboard, authenticate, and Hermes Agent can use it from the next chat message.
Why use ClawLink instead of wiring Dynamics 365 up myself?
The alternative to ClawLink is usually manual OAuth app setup plus your own token handling, permission troubleshooting, and tool plumbing for Hermes Agent. That is fine if you want to build and maintain the integration yourself. Most teams just want Dynamics 365 working from chat.
Hermes paired but still can't use Dynamics 365
Pairing is a two-step handshake: run hermes clawlink begin, approve the link in your browser, then run hermes clawlink finish. If you ran finish before approving, or the approval link expired, run hermes clawlink begin again to get a fresh link. Confirm the plugin was installed with --enable, then verify with hermes clawlink test.
