Use Dynamics 365 from Claude Code
Bring Dynamics 365 context into engineering work while Type keeps app access attached to the teammate and workspace.
AI agent integrationDynamics 365
Dynamics 365 integration for multiplayer collaboration with AI agents using Claude Code or Codex
One governed connection your whole team and its AI agents can share, with approved actions and human review, so working in Dynamics 365 never means pasting credentials into a prompt.
CategorySales & CRM
Automate Dynamics 365 with Codex
Let coding agents ask for the right app action, preserve conversation context, and keep humans in the approval loop.
Connect open agent workflows
Use Type as the collaboration layer around OpenClaw and other LLM workflows that need app access.
Sales & CRM
What the Dynamics 365 integration exposes
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 teammates
Connect Dynamics 365 once, then decide which teammates can use it for threads, automations, skills, 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 Code use Dynamics 365?
Yes. Type lets an AI teammate use connected Dynamics 365 actions from a governed workspace context, so Claude Code work can reference the app without copying credentials into a local prompt.
Can Codex work with Dynamics 365 through Type?
Yes. Codex can collaborate through Type with app context, skills, and approved actions. The Dynamics 365 catalog entry includes public integration details and example capabilities where available.
Is this the same as a Dynamics 365 MCP server?
Type exposes connected app capabilities to AI teammates and coding agents through Type's integration layer. Teams use it when they want shared app access, human review, and teammate-level permissions around agent work.
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