Use Dynamics 365 from Claude
Add the Dynamics 365 connection to a Space that runs Claude, then use it from every channel in that Space.
ConnectorDynamics 365
Dynamics 365 integration for Claude and Codex
Create a Dynamics 365 connection, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.
CategorySales & CRM
Use Dynamics 365 from Codex
Add the Dynamics 365 connection to a Space that runs Codex, then use it from every channel in that Space.
Use Dynamics 365 from Sidekick
Connect your own OpenClaw to Sidekick while Type provides the conversations, permissions, connections, skills, and automations.
Sales & CRM
What the Dynamics 365 connector can do
Dynamics 365 from Microsoft combines CRM, ERP, and productivity apps to streamline sales, marketing, customer service, and operations in one integrated platform
One connection, many Spaces
Connect Dynamics 365 once, then decide which Spaces can use it in threads, skills, automations, and coding work.
Representative actions
- Create Account
Creates a new account entity record in Dynamics CRM using the Web API.
- Create Case
Creates a new case (incident) entity record in Dynamics CRM using the Web API.
- Create Contact
Creates a new contact entity record in Dynamics CRM using the Web API.
- Create Invoice
Creates a new invoice entity record in Dynamics CRM using the Web API.
- Create Lead
Creates a new lead entity record in Dynamics CRM using the Web API.
Connection
API and auth details
Dynamics 365 integrations typically use Microsoft Dataverse Web API and product-specific OData endpoints to work with CRM, sales, customer engagement, finance, operations, and related business entities.
- Source
- Type catalog metadata
- Auth schemes
- OAuth
- Official site
- https://www.microsoft.com/en-us/dynamics-365
FAQ
Questions people ask before connecting Dynamics 365
Can Claude use Dynamics 365?
Yes. Add a Dynamics 365 connection to a Space that runs Claude, then use its approved tools and data from any channel in that Space.
Can Codex work with Dynamics 365 through Type?
Yes. Add a Dynamics 365 connection to a Space that runs Codex, then use its approved tools and data from any channel in that Space.
Is this the same as a Dynamics 365 MCP server?
Not exactly. Type uses connectors and connections to give selected Spaces access to approved app tools and data. Some connectors use hosted MCP, while others use OAuth, API keys, service accounts, or custom APIs.
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