Dynamics365
Overview
SLUG: DYNAMICS365
Description
Dynamics 365 from Microsoft combines CRM, ERP, and productivity apps to streamline sales, marketing, customer service, and operations in one integrated platform
Authentication Details
OAuth2
Connecting to Dynamics365
Create an auth config
Use the dashboard to create an auth config for the Dynamics365 toolkit. This allows you to connect multiple Dynamics365 accounts to Composio for agents to use.
Create and Get auth config ID
Click “Create Dynamics365 Auth Config”. After creation, copy the displayed ID starting with ac_
. This is your auth config ID. This is not a sensitive ID — you can save it in environment variables or a database.
This ID will be used to create connections to the toolkit for a given user.
Connect Your Account
Using OAuth2
Tools
Executing tools
To prototype you can execute some tools to see the responses and working on the Dynamics365 toolkit’s playground
OpenAI (Python)
Anthropic (TypeScript)
Google (Python)
Vercel (TypeScript)
Tool List
DYNAMICS365_DYNAMICSCRM_CREATE_ACCOUNT
Tool Name: Create Account
Description
Action Parameters
Action Response
DYNAMICS365_DYNAMICSCRM_CREATE_CASE
Tool Name: Create Case
Description
Action Parameters
Action Response
DYNAMICS365_DYNAMICSCRM_CREATE_CONTACT
Tool Name: Create Contact
Description
Action Parameters
Action Response
DYNAMICS365_DYNAMICSCRM_CREATE_INVOICE
Tool Name: Create Invoice
Description
Action Parameters
Action Response
DYNAMICS365_DYNAMICSCRM_CREATE_LEAD
Tool Name: Create Lead
Description
Action Parameters
Action Response
DYNAMICS365_DYNAMICSCRM_CREATE_OPPORTUNITY
Tool Name: Create Opportunity
Description
Action Parameters
Action Response
DYNAMICS365_DYNAMICSCRM_CREATE_SALES_ORDER
Tool Name: Create Sales Order
Description
Action Parameters
Action Response
DYNAMICS365_DYNAMICSCRM_GET_ALL_LEADS
Tool Name: Dynamicscrm get all leads
Description
Action Parameters
Action Response
DYNAMICS365_DYNAMICSCRM_GET_A_INVOICE
Tool Name: Dynamicscrm get a invoice
Description
Action Parameters
Action Response
DYNAMICS365_DYNAMICSCRM_GET_A_LEAD
Tool Name: Dynamicscrm get a lead
Description
Action Parameters
Action Response
DYNAMICS365_DYNAMICSCRM_UPDATE_CASE
Tool Name: Update Case
Description
Action Parameters
Action Response
DYNAMICS365_DYNAMICSCRM_UPDATE_INVOICE
Tool Name: Update Invoice
Description
Action Parameters
Action Response
DYNAMICS365_DYNAMICSCRM_UPDATE_LEAD
Tool Name: Update Lead
Description
Action Parameters
Action Response
DYNAMICS365_DYNAMICSCRM_UPDATE_OPPORTUNITY
Tool Name: Update Opportunity
Description
Action Parameters
Action Response
DYNAMICS365_DYNAMICSCRM_UPDATE_SALES_ORDER
Tool Name: Update Sales Order
Description
Action Parameters
Action Response
DYNAMICS365_GET_ALL_INVOICES_ACTION
Tool Name: Get all invoices action
Description
Action Parameters
Action Response