Microsoft Dynamics 365 is on our roadmap.
Microsoft's CRM and ERP suite, tied into the wider 365 estate. A native Microsoft Dynamics 365 connector is not available yet. This page describes what it is designed to do, so you can tell us whether it is the one you need.
- Accounts, contacts and opportunities
- Cases and activities
- Custom entities you expose
- Update opportunities and cases
- Create activities and notes
- Write to entities you grant
Questions it should answer.
The plan, not the product. These are the requests a native Microsoft Dynamics 365 connector is being designed around.
Summarise every open case for this account and flag the ones breaching SLA.
Update the opportunity close date and log why it moved.
Three ways to use Microsoft Dynamics 365 data today.
None of them is the native connector, and we will not pretend otherwise. But each one works now.
- Remote MCP - if Microsoft Dynamics 365 offers an MCP server, switch it on for an agent, a prompt or a workflow
- Knowledge bases - upload exports and documents from Microsoft Dynamics 365 as PDF, CSV or XLSX and ask about them
- Built-in connections - email sending, Pipedrive, ActiveCampaign, Brevo and SQL databases
The rest of this category.
What teams ask about Microsoft Dynamics 365.
Can we connect Microsoft Dynamics 365 today?
Not as a native connector yet. If Microsoft Dynamics 365 offers an MCP server, add it as a remote MCP server and agents, prompts and workflows can use its tools today. You can also upload exports and documents from Microsoft Dynamics 365 to a knowledge base, as PDF, CSV or XLSX.
When will it be available?
We do not publish dates for connectors we have not built. Tell us you need it, and what you would ask it first. Real demand decides the order we build in.
What can we connect now?
Email sending through SMTP, Postmark, Resend or SendGrid; Pipedrive, ActiveCampaign and Brevo as a CRM; PostgreSQL, MySQL, MariaDB and SQL Server databases, with an optional SSH bridge; and any remote MCP server.
Tell us what you would ask it first.
We build connectors in the order customers need them. Book a call, name the system and the question, and you will get a straight answer on timing.