Dynamics 365 Sales
Microsoft's enterprise AI sales CRM with native MCP server for Copilot and AI agents.
How to connect
What your agent can do
Connect Dynamics 365 Sales
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.
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