Microsoft Dynamics CRM MCP connector

Microsoft Dynamics CRM is a customer relationship management platform for managing sales pipelines, customer accounts, and business opportunities. The Microsoft Dynamics CRM MCP connector allows AI agents to create and update accounts, manage leads and opportunities, and maintain contact records. It also supports retrieving account details and removing outdated records from the system.

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 and manage customer accounts throughout their entire lifecycle
• Convert leads into qualified opportunities and close deals faster
• Maintain accurate contact information for all business relationships
• Automate account creation workflows when new customers sign up
• Monitor account activity and engagement to identify upsell opportunities
• Generate reports on account performance and revenue pipeline
• Sync customer data across sales and support teams in real time
• Delete duplicate or inactive accounts to maintain data quality

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 that were created this month.
• Create a new account in Microsoft Dynamics CRM for Acme Corporation.
• List all accounts in Microsoft Dynamics CRM with more than 10 open opportunities.
• Update the billing address for our top customer in Microsoft Dynamics CRM.
• Get the full details for the account named TechVision Inc. in Microsoft Dynamics CRM.
• Delete the test account from Microsoft Dynamics CRM that we no longer need.
• Find all accounts in Microsoft Dynamics CRM assigned to Sarah's sales team.
• Show me accounts in Microsoft Dynamics CRM with revenue over one million dollars.
• Create bulk accounts in Microsoft Dynamics CRM from our partner list.
• Which accounts in Microsoft Dynamics CRM have not been contacted in the last 90 days.

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	Retrieves a list of all accounts in the system.
createAccount	Creates a new account with the provided information.
getAccount	Retrieves detailed information for a specific account.
updateAccount	Modifies an existing account with new information.
deleteAccount	Removes an account from the system.