Microsoft Dynamics CRM MCP connector
Microsoft Dynamics CRM is Microsoft's customer relationship management platform for organizing accounts, contacts, and sales data. The Microsoft Dynamics CRM MCP connector allows AI agents to create, retrieve, update, and remove account records as part of automated workflows. It also supports broader account management tasks, helping teams keep customer data accurate and up to date across their CRM instance.
Authentication type
- OAuth 2.0 Authorization Code - Requires a one-time user login to authorize the agent to access the service on their behalf.
Uses
Use the Microsoft Dynamics CRM MCP connector to perform the following actions:
- Track new sales leads by creating accounts directly in Microsoft Dynamics CRM
- Retrieve full customer account details for support and sales teams
- Update account information after a merger, renewal, or ownership change
- Remove outdated or duplicate accounts to keep records clean
- Generate a full list of accounts for reporting and analysis
- Sync account updates across connected workflows and business systems
- Speed up onboarding by quickly creating new customer accounts
- Support customer service teams with accurate, up-to-date account records
Example prompts
Use the following example prompts to invoke Microsoft Dynamics CRM MCP connector tools from your AI assistant or Boomi Connect workflow:
Show me all accounts in Microsoft Dynamics CRM.Create a new account for Acme Corporation in Microsoft Dynamics CRM.Find the account details for Northwind Traders in Microsoft Dynamics CRM.Update the phone number for the Contoso account in Microsoft Dynamics CRM.Delete the account record for a closed customer in Microsoft Dynamics CRM.List all customer accounts added this month in Microsoft Dynamics CRM.Get the billing address for our largest client in Microsoft Dynamics CRM.Change the industry field on an account in Microsoft Dynamics CRM.Remove duplicate account entries from Microsoft Dynamics CRM.Pull up account information before my sales call using Microsoft Dynamics CRM.
Microsoft Dynamics CRM MCP connector tools
The Microsoft Dynamics CRM MCP connector provides the following tools. Each tool maps to a specific action you can invoke from your AI agent or automation.
| Tool | Description |
|---|---|
| getAllAccounts | List accounts |
| createAccount | Create an account |
| getAccount | Get an account |
| updateAccount | Update an account |
| deleteAccount | Delete an account |
