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.
| Tool | What it does | Kind |
|---|---|---|
dynamics365_dynamicscrm_create_account | Creates a new account entity record in Dynamics CRM using the Web API. | Read |
dynamics365_dynamicscrm_create_case | Creates a new case (incident) entity record in Dynamics CRM using the Web API. | Read |
dynamics365_dynamicscrm_create_contact | Creates a new contact entity record in Dynamics CRM using the Web API. | Read |
dynamics365_dynamicscrm_create_invoice | Creates a new invoice entity record in Dynamics CRM using the Web API. | Read |
dynamics365_dynamicscrm_create_lead | Creates a new lead entity record in Dynamics CRM using the Web API. | Read |
dynamics365_dynamicscrm_create_opportunity | Creates a new opportunity entity record in Dynamics CRM using the Web API. | Read |
dynamics365_dynamicscrm_create_sales_order | Creates a new sales order entity record in Dynamics CRM using the Web API. | Read |
dynamics365_dynamicscrm_get_a_invoice | Dynamicscrm get a invoice | Read |
dynamics365_dynamicscrm_get_a_lead | Dynamicscrm get a lead | Read |
dynamics365_dynamicscrm_get_all_leads | Dynamicscrm get all leads | Read |
dynamics365_dynamicscrm_update_case | Updates an existing case (incident) entity record in Dynamics CRM using the Web API. | Read |
dynamics365_dynamicscrm_update_invoice | Updates an existing invoice entity record in Dynamics CRM using the Web API. | Read |
dynamics365_get_all_invoices_action | Get all invoices action | Read |
dynamics365_get_attribute_metadata | Retrieve one Dataverse attribute definition by its metadata IDs | Read |
dynamics365_list_entity_definitions | Discover Dataverse table definitions and return caller-selected metadata | Read |
dynamics365_query_accounts | List or filter Dynamics accounts with projection, ordering, and bounded results | Read |
dynamics365_query_campaigns | List, filter, expand, or aggregate Dynamics campaigns | Read |
dynamics365_query_contacts | List or filter Dynamics contacts with selected fields and ordering | Read |
dynamics365_query_entity_data | Query supported CRM collections and return one bounded page plus its next link | Read |
dynamics365_who_am_i | Return the connected Dataverse caller's identity IDs | Read |
dynamics365_create_annotation | Create a text or attachment note, optionally linked to a supported record | Read |
dynamics365_create_email_activity | Create and store a draft email activity without sending it | Read |
dynamics365_create_product | Create a Dataverse catalog product and return its selected representation | Read |
dynamics365_create_product_price_list_item | Add an existing product and unit to an existing Dynamics price list | Read |
dynamics365_create_social_activity | Create a Dataverse social activity and return its stored representation | Read |
dynamics365_create_task | Create a Dataverse task activity and return its selected representation | Read |
dynamics365_dynamicscrm_update_lead | Updates an existing lead entity record in Dynamics CRM using the Web API | Read |
dynamics365_dynamicscrm_update_opportunity | Updates an existing opportunity entity record in Dynamics CRM using the Web API | Read |
dynamics365_dynamicscrm_update_sales_order | Updates an existing sales order entity record in Dynamics CRM using the Web API | Read |
dynamics365_resolve_case | Resolve an active case by creating its incident-resolution activity | Read |