ClawLink
Microsoft Apps30 toolsBrowser login (OAuth), no API keys

Dynamics 365 integration for AI agents

Manage CRM and ERP data in Dynamics 365

Use it from your agent

One ClawLink account serves every agent you run. Pick the guide for yours, or connect Dynamics 365 once and call the same tools from all of them.

Setup

Connect dynamics-365 through ClawLink's hosted setup.

  • Auth: Browser login (OAuth), no API keys. The credential stays on the ClawLink server; your agent holds only a ClawLink key you can revoke.
  • Account: Needs a licensed work or school account on the provider's side.
  • Where: the ClawLink dashboard, or ask your agent to connect it.

What your agent can do

Dynamics 365 exposes 30 tools through ClawLink.

ToolWhat it doesKind
dynamics365_dynamicscrm_create_accountCreates a new account entity record in Dynamics CRM using the Web API.Read
dynamics365_dynamicscrm_create_caseCreates a new case (incident) entity record in Dynamics CRM using the Web API.Read
dynamics365_dynamicscrm_create_contactCreates a new contact entity record in Dynamics CRM using the Web API.Read
dynamics365_dynamicscrm_create_invoiceCreates a new invoice entity record in Dynamics CRM using the Web API.Read
dynamics365_dynamicscrm_create_leadCreates a new lead entity record in Dynamics CRM using the Web API.Read
dynamics365_dynamicscrm_create_opportunityCreates a new opportunity entity record in Dynamics CRM using the Web API.Read
dynamics365_dynamicscrm_create_sales_orderCreates a new sales order entity record in Dynamics CRM using the Web API.Read
dynamics365_dynamicscrm_get_a_invoiceDynamicscrm get a invoiceRead
dynamics365_dynamicscrm_get_a_leadDynamicscrm get a leadRead
dynamics365_dynamicscrm_get_all_leadsDynamicscrm get all leadsRead
dynamics365_dynamicscrm_update_caseUpdates an existing case (incident) entity record in Dynamics CRM using the Web API.Read
dynamics365_dynamicscrm_update_invoiceUpdates an existing invoice entity record in Dynamics CRM using the Web API.Read
dynamics365_get_all_invoices_actionGet all invoices actionRead
dynamics365_get_attribute_metadataRetrieve one Dataverse attribute definition by its metadata IDsRead
dynamics365_list_entity_definitionsDiscover Dataverse table definitions and return caller-selected metadataRead
dynamics365_query_accountsList or filter Dynamics accounts with projection, ordering, and bounded resultsRead
dynamics365_query_campaignsList, filter, expand, or aggregate Dynamics campaignsRead
dynamics365_query_contactsList or filter Dynamics contacts with selected fields and orderingRead
dynamics365_query_entity_dataQuery supported CRM collections and return one bounded page plus its next linkRead
dynamics365_who_am_iReturn the connected Dataverse caller's identity IDsRead
dynamics365_create_annotationCreate a text or attachment note, optionally linked to a supported recordRead
dynamics365_create_email_activityCreate and store a draft email activity without sending itRead
dynamics365_create_productCreate a Dataverse catalog product and return its selected representationRead
dynamics365_create_product_price_list_itemAdd an existing product and unit to an existing Dynamics price listRead
dynamics365_create_social_activityCreate a Dataverse social activity and return its stored representationRead
dynamics365_create_taskCreate a Dataverse task activity and return its selected representationRead
dynamics365_dynamicscrm_update_leadUpdates an existing lead entity record in Dynamics CRM using the Web APIRead
dynamics365_dynamicscrm_update_opportunityUpdates an existing opportunity entity record in Dynamics CRM using the Web APIRead
dynamics365_dynamicscrm_update_sales_orderUpdates an existing sales order entity record in Dynamics CRM using the Web APIRead
dynamics365_resolve_caseResolve an active case by creating its incident-resolution activityRead

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