AI Agents for Microsoft Dynamics 365

Dynamics 365 MCP: your own AI agent in ChatGPT and Claude

Connect Microsoft Dynamics 365 Sales to ChatGPT and Claude. The assistant reads your contacts, accounts, opportunities and leads and, with AI Agent, moves opportunities through the stages, adds notes and tasks and logs calls and meetings when you ask.

  • Open to every account for Microsoft Dynamics 365
  • AI Analyst $29.99 or AI Agent $49.99 a month
  • 7 day free trial, once per account.
  • Every change shown first. Nothing is ever deleted.
Set up your Microsoft Dynamics 365 agent
Add to ChatGPTAdd to Claude

Move the Northwind opportunity to Propose and set the close date to 15 December.

Proposed changeOpportunity: Northwind office fit-out
Microsoft Dynamics 365 logo
Sales stage
DevelopPropose
Est. close date
30 Nov 202615 Dec 2026
Read again right before it is written

What it reaches

What the assistant can do in Microsoft Dynamics 365

You choose per record type what it may read or change. Ask the assistant what your agent can do, and it lists it record type by record type.

  • Contacts and accounts

    Reads
    • Search by name, email, phone or any column
    • Your own columns, by their own name
    • Accounts and their details
    With AI Agent
    • Create and update contacts
    • Make and update accounts
    • Give a record another owner

  • Opportunities

    Reads
    • Search by stage, value or close date
    • Your sales stages, in your environment's own language
    • Count and add up, such as the pipeline per stage
    With AI Agent
    • Create and update opportunities
    • Move an opportunity to another stage
    • Close it as won or lost, through Dynamics 365's own close actions
    • Add a product line

  • Leads

    A qualified lead cannot be turned back.

    Reads
    • Open leads, by status or source
    • The notes, tasks, calls and meetings of a lead
    With AI Agent
    • Update leads and move them to another status
    • Qualify a lead into a contact, account and opportunity, after your click

  • Notes, tasks, calls and meetings

    Logging a call dials nobody, and logging a meeting sends no invitation.

    Reads
    • The timeline of a contact, opportunity or lead
    • Open tasks, by owner or contact
    With AI Agent
    • Add and change notes
    • Create tasks and mark them done
    • Log a call or a meeting that took place

  • Links

    Reads
    • A contact's company, and an opportunity's contact and account
    With AI Agent
    • Link a contact to its company, or an opportunity to its contact or account
    • Unlink them, after your click

  • Users and products

    Reads
    • Your users
    • Your product catalogue

Ask it, in Microsoft Dynamics 365

Two packages, one question away

AI Analyst answers from your records. AI Agent also does the work, once you say yes.

Reads

AI Analyst

Ask anything about your customers, deals and invoices.

  • Reads contacts, accounts, opportunities and leads
  • Reads notes, tasks, calls and meetings
  • Counts and adds up, such as the pipeline per stage
  • Knows your own columns, stages and users

Ask it

  • What is the total of the open opportunities per stage?
  • Show the timeline of this opportunity.
  • Which leads came in this week, and from which source?
Reads and writes

AI Agent

Also gets the work done: changes records once you approve.

  • Everything in AI Analyst
  • Creates and updates contacts, accounts and opportunities
  • Moves opportunities through the stages, and closes them as won or lost
  • Adds notes and tasks, logs calls and meetings
  • Adds product lines, links records, qualifies leads after your click

Ask it

  • Move this opportunity to Propose and set the close date to 15 December.
  • Log today's call with Anna and add a task to send the proposal on Friday.
  • Close the Northwind opportunity as won.
  • Give these three leads to Mark.

Automations, with AI Agent

Rules that run in your system by themselves

With AI Agent, describe a rule in the chat. Approve it with a yes in the chat, and it runs in your system by itself. Rules that message your customers you approve in CRM Connector.

A rule starts when a record is made or changes, when a date comes up such as a due date, when a record has not moved for a number of days, or when a tag is added or removed. It can set fields, move a stage, add a note or a task, tell your team, make a related record, give records to your users in turn or email your customer, and what else it can do depends on your system. It never deletes, and a payment always waits for your own click. Tell us what it should do, and we set it up for you.

Set up your AI agentHow automations work
Your AI agent

When an opportunity is won, add a task to start onboarding and tell the account owners.

Your ruleFixed rule
When
An opportunity is won
Only if
The estimated revenue is above an amount you choose
Then
1Add a task on the opportunity to start onboarding, due tomorrow2Tell the account owners
Approved once in the chatRuns by itself in your system

Approval, change log and undo

Nothing changes until you approve it

The assistant proposes, you approve, CRM Connector writes. AI Analyst never writes.

  1. Every change is proposed first

    You see a before and after list. Nothing is written until you approve.

  2. Risky changes need your click

    Messages to your customers, status changes and big batches need your own click.

  3. Newer work is never overwritten

    Each record is read again right before the change. Changed since? Refused.

  4. A change log with undo

    Every change is kept, with undo where the system allows it.

Your switches

You choose what it may do

Per record type: off, read, or read and write. Pause it any time.

  • ContactsOffReadRead and write
  • DealsOffReadRead and write
  • InvoicesOffReadRead and write
Never

Nothing is ever deleted

Never a deleted record. A payment only where your system allows it, after your own click.

Delete a record
A payment without your click

What the assistant reaches

  • Only the system and record types you switched on
  • Never passwords or sign ins
  • Answers go to OpenAI or Anthropic under your own agreement
  • The change log is kept for 90 days

Good to know

How the Microsoft Dynamics 365 agent behaves

  • One package, one environment

    One package covers one Dynamics 365 environment for the person who connects it. A colleague who connects with their own sign in needs their own package.

  • Connects with your environment address

    You enter the address you open Dynamics 365 with and sign in with your Microsoft work account. The assistant sees only what your security roles allow.

  • Your admin may approve it once

    When your organisation only lets admins approve new apps, your Microsoft admin approves CRM Connector once.

  • Works in your own language

    Stages and choices come in your environment's language, and a stage named in your own words works too.

  • Qualifying waits for your click

    A qualified lead cannot be turned back, so qualifying one waits for your own click on a CRM Connector page. A closed opportunity is never reopened by the assistant.

  • Microsoft's commercial cloud

    Environments in Microsoft's commercial cloud connect. Government and China clouds cannot connect.

  • Not in the Dynamics 365 agent yet

    Quotes, orders and invoices, sending email, and custom tables. Tell us if you need them.

  • Risky changes need your click

    A message to your customers, a payment or a setup change waits for your own click on a CRM Connector page. Stage moves are done in the chat after your yes.

  • Never a delete, never a payment

    In Dynamics 365 the assistant never deletes a record and never records a payment, whatever you ask it.

AI Agents pricing

One monthly package per system

ChatGPT and Claude included, with or without a sync plan.

AI Agents, a separate product

The monthly fee per connected system

Connect Microsoft Dynamics 365 to ChatGPT and Claude, through MCP.
A monthly package for Microsoft Dynamics 365.

Using another system? Tell us which one
ChatGPT includedClaude included
Connected systemsEach gets its own package
1

One package covers one system, so every other system needs its own: your CRM on AI Agent, your books on AI Analyst.

Save an agent and try it for free first. Switch it on buys everything your saved agents need in one purchase, and lets go of unused agents of the other package.

AI Analyst

Ask anything about your customers, deals and invoices.

$29.99per month

One system at $29.99 each

7 day free trial, once per account.

  • Reads and searches one system
  • Notes, activities, stages and custom fields
  • You choose what it may see
  • ChatGPT and Claude included
Start with AI Analyst
Reads and writes

AI Agent

Also gets the work done: changes records once you approve.

$49.99per month

One system at $49.99 each

7 day free trial, once per account.

  • Everything in AI Analyst, for one system
  • Changes and creates records
  • Every change shown first, risky ones approved by you
  • A change log, with undo
Start with AI Agent

Set up your Microsoft Dynamics 365 agent yourself

Nothing to request. Connect Microsoft Dynamics 365 in CRM Connector, choose what the assistant may do and save it. Try it for free in ChatGPT or Claude, then switch it on when you are ready.

Set up your Microsoft Dynamics 365 agent
Add to ChatGPTAdd to Claude
  1. Step 1

    Set up your Microsoft Dynamics 365 agent

    Connect Microsoft Dynamics 365 in CRM Connector, or plan it in ChatGPT or Claude, and choose what it may do. Once saved, it reads up to 100 records and makes up to 25 changes for free.

  2. Step 2

    Connect ChatGPT or Claude

    Right after saving, CRM Connector helps you add it and shows when it is connected. Planned it in the chat? You go back to that chat.

  3. Step 3

    Ask, and approve a first automation

    Ask a first question in the chat. With AI Agent, approve a first automation there with a yes. Rules that message your customers you approve in CRM Connector.

  4. Step 4

    Switch it on

    One purchase covers everything your saved agents need. 7 day free trial, once per account. Approved automations start at once.

FAQ

Questions about the Microsoft Dynamics 365 agent?

The answers about Microsoft Dynamics 365. What every AI agent shares is on the AI Agents page.

All about AI AgentsStill not sure? Contact us