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
Connect Dynamics 365 once, 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.com provides the conversations, permissions, connections, skills, and automations.
Sales & CRM
What the Dynamics 365 connector can do
Dynamics 365 combines CRM and business data in one Microsoft platform, tracking accounts, contacts, leads, cases, and invoices. In type.com, a sales or support Space can ask the agent to create a lead from an inbound inquiry, open a new case, or log an account, with the record visible to the team in the thread.
One connection, many Spaces
Connect Dynamics 365 once, then decide which Spaces can use it in threads, skills, automations, and coding work.
What teams do with Dynamics 365 in type.com
Turn an inquiry into a lead
Create a lead record as soon as a prospect reaches out, instead of waiting for someone to enter it into Dynamics 365 later.
Create a Dynamics 365 lead for this inbound inquiry from Northwind Traders.
Open a support case quickly
Log a new case the moment a customer reports an issue, so support work starts in the system of record right away.
Create a case in Dynamics 365 for this customer's login issue reported in Slack.
Keep account records current
Add a new account and its initial contact together when a deal closes, so the CRM reflects the new customer right away.
Create an account and contact in Dynamics 365 for our newly signed customer, Acme Logistics.
Representative actions
- Create Account
Creates a new account record in Dynamics 365 CRM.
- Create Case
Opens a new case, or incident, record in Dynamics 365 CRM.
- Create Contact
Creates a new contact record in Dynamics 365 CRM.
- Create Invoice
Creates a new invoice record in Dynamics 365 CRM.
- Create Lead
Creates a new lead record in Dynamics 365 CRM.
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.com 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 create Dynamics 365 records from type.com?
Yes. With a Dynamics 365 connection shared to a Space, the agent can create accounts, contacts, leads, cases, and invoices, and the new record appears in the thread for the team.
How do I sign in to Dynamics 365 from type.com?
Dynamics 365 uses OAuth. An admin signs in once to authorize the connection, then chooses which Spaces can use it.
Can lead or case creation in Dynamics 365 be automated?
Yes. A recurring workflow, such as creating a case from a known type of recurring issue, can be set up as a type.com automation.
Is this the same as an MCP server for Dynamics 365?
Not exactly. type.com 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.
More sales & crm connectors
All Sales & CRM integrationsConnect Fireberry to Claude in type.com to create contacts, log activities, and track competitors in your CRM from a shared team thread.
Connect Firmao to Claude in type.com to generate invoices, remove outdated offers, and clean up contact records from a shared thread.
Connect Folk to Claude in type.com to add companies and people, log notes on a deal, and keep CRM records tidy from one thread.
Connect Follow Up Boss to Claude in type.com to assign action plans, schedule showings, and log calls from a shared team thread.