CRM & RevOps

Dynamics 365 Sales

Microsoft's enterprise AI sales CRM with native MCP server for Copilot and AI agents.

Important Links

Documentation ↗Website ↗Pricing ↗

Key Features

Lead Research

Account Research

Competitor Analysis

Outreach Email Drafting

Opportunity Health Scoring

Deal Risk Detection

SharePoint Search

How to use this tool

"Claude, use the Dynamics 365 Sales MCP to research this lead, draft a personalized outreach email, and check if there are any relevant documents in SharePoint about their industry."

Technical Feature Analysis

Dynamics 365 Sales provides Lead Research, Account Research, Competitor Analysis through its REST. Features an official MCP server for direct AI agent integration.

Direct Agent Workflow for Dynamics 365 Sales

• Connect: Give your Dynamics 365 Sales OAuth2 to Claude Code, Cowork, or your favorite AI agent.

• Automate: Your agent handles Lead Research and Account Research directly.

• Execute: No extra software or middleware required for CRM & RevOps automation.

Use Dynamics 365 Sales for

AI Tools for Cold Outreach AI Prospecting Tools Sales Workflow Automation Tools

Technical Details

API Type

REST

Authentication

OAuth2

Pricing Tier

Paid Only

SDK Languages

C#, Python, JavaScript

Webhooks

Yes

Frequently Asked Questions

What does Dynamics 365 Sales do?

Dynamics 365 Sales is a crm & revops tool that provides Microsoft's enterprise AI sales CRM with native MCP server for Copilot and AI agents.

How do I use Dynamics 365 Sales with AI agents?

Connect Dynamics 365 Sales to agents like Claude Code or Cowork by using its REST and your OAuth2 keys. This allows your agent to perform Lead Research and Account Research directly without needing extra software.