Dynamics 365 Sales API Documentation & MCP Config | Salestools Club
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CRM & RevOps

Dynamics 365 Sales

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

Connect with AI
Follow MCP setup
Public API
Available
MCP
Available
Free tier
No free tier listed

How to connect

Follow MCP setup
Open MCP setup guide

What your agent can do

01Lead Research
02Account Research
03Competitor Analysis
04Outreach Email Drafting
05Opportunity Health Scoring
06Deal Risk Detection
07SharePoint Search

Connect Dynamics 365 Sales

01Open the integrationOfficial MCP Server
02AuthenticateComplete the integration’s authentication flow.
03Give your agent a taskCopy the starter prompt below and adjust it for your workflow.
Open integration setup

Starter prompt

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.

About Dynamics 365 Sales

Dynamics 365 Sales is Microsoft's enterprise CRM with a native MCP server connecting AI agents to sales data. Tools include lead research, account research, competitor research, outreach email drafting, opportunity insights, deal health scoring, and SharePoint document search. Connect via Copilot Studio, VS Code, or any MCP-compatible client.