SKILL.md

Dynamics 365 Automation

Automate Microsoft Dynamics 365 CRM operations including creating and updating contacts, accounts, leads, opportunities, sales orders, invoices, and support cases.

Toolkit docs: composio.dev/toolkits/dynamics365

Setup

This skill requires the Rube MCP server connected at https://rube.app/mcp.

Before executing any tools, ensure an active connection exists for the dynamics365 toolkit. If no connection is active, initiate one via RUBE_MANAGE_CONNECTIONS.

Core Workflows

1. Manage Leads

Create, update, retrieve, and list lead records.

Tools:

DYNAMICS365_DYNAMICSCRM_CREATE_LEAD -- Create a new lead
DYNAMICS365_DYNAMICSCRM_UPDATE_LEAD -- Update an existing lead
DYNAMICS365_DYNAMICSCRM_GET_A_LEAD -- Retrieve a lead by GUID
DYNAMICS365_DYNAMICSCRM_GET_ALL_LEADS -- List/filter all leads

Key Parameters for DYNAMICS365_DYNAMICSCRM_CREATE_LEAD:

firstname -- First name of the lead
lastname -- Last name of the lead
emailaddress1 -- Primary email address
telephone1 -- Primary phone number
companyname -- Associated company name
subject -- Brief title/description

Key Parameters for DYNAMICS365_DYNAMICSCRM_GET_ALL_LEADS:

filter -- OData filter, e.g., "contains(fullname,'John')"
select -- Fields to return, e.g.,

Pitfall	Detail
GUID format	All entity IDs are GUIDs (e.g., `"00000000-0000-0000-0000-000000000000"`). Do not include curly braces for opportunity/contact references.
Reference format	Related entity references use the format `"/entityset(GUID)"` (e.g., `"/accounts(abc-123)"`). Missing the leading slash or parentheses causes errors.
OData filter syntax	Use Dynamics 365 OData syntax for `filter` (e.g., `contains(fullname,'John')`). Incorrect syntax returns empty or error responses.
user_id default	Most tools default `user_id` to `"me"` for the authenticated user. Override only when acting on behalf of another user.
Required fields	`CREATE_OPPORTUNITY` requires `name`. Other create tools have no strict required fields but will create empty records without data.

Tool Slug	Description
`DYNAMICS365_DYNAMICSCRM_CREATE_LEAD`	Create a new lead record
`DYNAMICS365_DYNAMICSCRM_UPDATE_LEAD`	Update an existing lead
`DYNAMICS365_DYNAMICSCRM_GET_A_LEAD`	Retrieve a lead by GUID
`DYNAMICS365_DYNAMICSCRM_GET_ALL_LEADS`	List/filter all leads
`DYNAMICS365_DYNAMICSCRM_CREATE_ACCOUNT`	Create a new account
`DYNAMICS365_DYNAMICSCRM_CREATE_CONTACT`	Create a new contact
`DYNAMICS365_DYNAMICSCRM_CREATE_OPPORTUNITY`	Create a new opportunity
`DYNAMICS365_DYNAMICSCRM_UPDATE_OPPORTUNITY`	Update an existing opportunity
`DYNAMICS365_DYNAMICSCRM_CREATE_SALES_ORDER`	Create a new sales order
`DYNAMICS365_DYNAMICSCRM_UPDATE_SALES_ORDER`	Update an existing sales order
`DYNAMICS365_DYNAMICSCRM_CREATE_INVOICE`	Create a new invoice
`DYNAMICS365_DYNAMICSCRM_CREATE_CASE`	Create a support case/incident

Dynamics 365 Automation

Summary

SKILL.md

Dynamics 365 Automation

Setup

Core Workflows

1. Manage Leads

2. Manage Accounts

3. Manage Contacts

4. Manage Opportunities

5. Manage Sales Orders and Invoices

6. Create Support Cases

Known Pitfalls

Quick Reference

Related skills