Microsoft Dynamics

Lock the pricing on an invoice.

Cancel an invoice.

Get a single invoice by ID.

List activities for a campaign.

Log a phone call in the CRM. Args: - contactId: Contact ID the call was with - subject: Call subject/title - notes: Call notes/summary - durationMinutes: Call duration in minutes Returns: The created call activity.

List all attributes (fields) for an entity.

List activities (calls, emails, tasks, etc.) from the CRM. Args: - recordId: Filter by associated record ID (contact, company, or deal) - limit: Number of activities to return (1-100, default: 20) - cursor: Pagination cursor - format: Response format Returns: Paginated list of activities.

Update an existing invoice.

Log an email in the CRM. Args: - contactId: Contact ID the email was with - subject: Email subject - body: Email body content - direction: 'sent' for outgoing, 'received' for incoming Returns: The created email activity.

Create a task in the CRM. Args: - subject: Task subject/title - body: Task description - dueDate: Due date (ISO 8601) - contactIds: Associated contact IDs - companyId: Associated company ID - dealId: Associated deal ID Returns: The created task.

Create an appointment in Dynamics 365.

Get a single activity by ID.

Search for contacts matching criteria. Args: - query: Search query string - limit: Maximum results to return - format: Response format Returns: Paginated list of matching contacts.

Update an existing activity.

Delete an activity from Dynamics 365.

Mark an activity as completed.

Cancel an activity.

Create a letter activity in Dynamics 365.

Create a fax activity in Dynamics 365.

List activities filtered by type.

Get parties (participants) for an activity.

Create multiple records in a single batch request. Supports up to 1000 records per batch.

Update multiple records in a single batch request.

Delete multiple records in a single batch request.

Create or update multiple records based on alternate key or ID.

List marketing campaigns from Dynamics 365 with pagination.

Get a single campaign by ID.

Delete an invoice from Dynamics 365.

Create a new marketing campaign.

Update an existing campaign.

Delete a campaign from Dynamics 365.

Create a new campaign activity.

List responses for a campaign.

Create a new campaign response.

Add a member (contact or lead) to a campaign.

Remove a member from a campaign.

List customer service cases from Dynamics 365 with pagination.

Get a single case by ID.

Create a new customer service case.

Update an existing case.

Delete a case from Dynamics 365.

Resolve a case with a resolution description.

Cancel a case.

Reactivate a resolved or cancelled case.

List companies from the CRM with pagination. Args: - limit: Number of companies to return (1-100, default: 20) - cursor: Pagination cursor from previous response - format: Response format ('json' or 'markdown') Returns: Paginated list of companies.

Get a single company by ID. Args: - id: The company ID - format: Response format Returns: The company record with all available fields.

Update an existing contact. Args: - id: Contact ID to update - email: New email address - firstName: New first name - lastName: New last name - phone: New phone number - title: New job title - companyId: New associated company ID Returns: The updated contact record.

Create a new company in the CRM. Args: - name: Company name (required) - domain: Company domain/website - industry: Industry classification - description: Company description - numberOfEmployees: Number of employees - type: Company type (prospect, customer, partner, etc.) - phone: Phone number Returns: The created company record.

Update an existing company. Args: - id: Company ID to update - name: New company name - domain: New domain - industry: New industry - description: New description - numberOfEmployees: New employee count - type: New company type - phone: New phone number Returns: The updated company record.

List competitors from Dynamics 365 with pagination.

Get a single competitor by ID.

Create a new competitor in Dynamics 365.

Update an existing competitor.

Delete a competitor from Dynamics 365.

Associate a competitor with an opportunity.

Remove a competitor association from an opportunity.

List competitors associated with an opportunity.

List contacts from the CRM with pagination. Returns a paginated list of contacts. Use the cursor from the response to fetch the next page. Args: - limit: Number of contacts to return (1-100, default: 20) - cursor: Pagination cursor from previous response - format: Response format ('json' or 'markdown') Returns: JSON format: { items: Contact[], count, total, hasMore, nextCursor } Markdown format: Formatted table of contacts

Get a single contact by ID. Args: - id: The contact ID - format: Response format ('json' or 'markdown') Returns: The contact record with all available fields.

Create a new contact in the CRM. Args: - email: Email address (required) - firstName: First name - lastName: Last name - phone: Phone number - title: Job title - companyId: Associated company ID - source: Lead source Returns: The created contact record.

Delete a contact from the CRM. Args: - id: Contact ID to delete Returns: Confirmation of deletion.

List deals/opportunities from the CRM with pagination. Args: - limit: Number of deals to return (1-100, default: 20) - cursor: Pagination cursor from previous response - format: Response format ('json' or 'markdown') Returns: Paginated list of deals.

Get a single deal by ID. Args: - id: The deal ID - format: Response format Returns: The deal record with all available fields.

Create a new deal in the CRM. Args: - name: Deal name (required) - amount: Deal value - currency: Currency code (e.g., 'USD', 'AUD') - stageId: Pipeline stage ID - pipelineId: Pipeline ID - closeDate: Expected close date (ISO 8601) - companyId: Associated company ID - contactIds: Associated contact IDs Returns: The created deal record.

Update an existing deal. Args: - id: Deal ID to update - name: New deal name - amount: New deal value - currency: New currency code - stageId: New pipeline stage ID - closeDate: New expected close date - status: Deal status ('open', 'won', 'lost') - closeReason: Reason for won/lost Returns: The updated deal record.

Move a deal to a different pipeline stage. Args: - id: Deal ID - stageId: Target stage ID Returns: The updated deal record.

List available deal pipelines and their stages. Returns: Array of pipelines with their stages.

List goals from Dynamics 365 with pagination.

Get a single goal by ID.

Create a new goal.

Update an existing goal.

Delete a goal from Dynamics 365.

Recalculate the rollup values for a goal.

List goal metrics from Dynamics 365.

Get a single goal metric by ID.

List invoices from Dynamics 365 with pagination.

Create a new invoice in Dynamics 365.

List leads from Dynamics 365 with pagination. Returns a paginated list of leads. Use the cursor from the response to fetch the next page. Args: - limit: Number of leads to return (1-100, default: 20) - cursor: Pagination cursor from previous response - format: Response format ('json' or 'markdown') Returns: JSON format: { items: Lead[], count, total, hasMore, nextCursor } Markdown format: Formatted table of leads

Get a single lead by ID. Args: - id: The lead ID (GUID) - format: Response format ('json' or 'markdown') Returns: The lead record with all available fields.

Create a new lead in Dynamics 365. Args: - lastName: Last name (required) - firstName: First name - email: Email address - phone: Phone number - companyName: Company name - jobTitle: Job title - website: Website URL - subject: Lead topic/subject - description: Description/notes - leadSource: Lead source code (numeric) - leadQuality: Lead quality code (1=Hot, 2=Warm, 3=Cold) Returns: The created lead record.

Update an existing lead. Args: - id: Lead ID to update (required) - lastName: New last name - firstName: New first name - email: New email address - phone: New phone number - companyName: New company name - jobTitle: New job title - website: New website URL - subject: New lead topic/subject - description: New description/notes - leadSource: New lead source code - leadQuality: New lead quality (1=Hot, 2=Warm, 3=Cold) Returns: The updated lead record.

Delete a lead from Dynamics 365. Args: - id: Lead ID to delete Returns: Confirmation of deletion.

Search for leads matching criteria. Searches across full name, email address, and company name. Args: - query: Search query string - limit: Maximum results to return - format: Response format Returns: Paginated list of matching leads.

Qualify a lead, optionally creating an Account, Contact, and/or Opportunity. This action converts a lead to qualified status and can automatically create related records based on the lead data. Args: - id: Lead ID to qualify (required) - createAccount: Whether to create an Account (default: true) - createContact: Whether to create a Contact (default: true) - createOpportunity: Whether to create an Opportunity (default: true) - opportunityCurrencyId: Currency ID for the opportunity - opportunityCustomerId: Customer ID for the opportunity Returns: Object containing IDs of created records (accountId, contactId, opportunityId).

List all entities (tables) in Dynamics 365 with their metadata.

Get detailed metadata for a specific entity.

Get detailed metadata for a specific attribute.

Get the available values for an option set (picklist) field.

Get values for a global option set.

List notes from Dynamics 365 with pagination.

Get a single note by ID.

Create a new note attached to a record.

Update an existing note.

Delete a note from Dynamics 365.

Get the attachment content of a note (base64 encoded).

List all notes for a specific entity record.

Add an attachment to an existing note.

Remove the attachment from a note.

Search notes by subject or content.

List sales orders from Dynamics 365 with pagination.

Get a single sales order by ID.

Create a new sales order in Dynamics 365.

Update an existing sales order.

Delete a sales order from Dynamics 365.

List line items for a sales order.

Add a line item to a sales order.

Mark a sales order as fulfilled.

Cancel a sales order.

Convert a sales order to an invoice.

List products from the Dynamics 365 product catalog.

Get a single product by ID.

Create a new product in the catalog.

Update an existing product.

Delete a product from the catalog.

Publish a product to make it available for use.

List price lists from Dynamics 365.

Get a single price list by ID.

Create a new price list.

Execute an advanced OData query against any Dynamics 365 entity. Supports: - $select: Choose specific fields - $filter: Filter conditions (e.g., "statecode eq 0", "contains(name,'Acme')") - $orderby: Sort results - $expand: Include related records - $top/$skip: Pagination Example filters: - statecode eq 0 (active records) - contains(name,'Microsoft') - createdon ge 2024-01-01 - revenue gt 1000000 - _parentcustomerid_value eq {guid}

Execute an aggregate query (count, sum, avg, min, max) on an entity.

Get the count of records matching a filter.

Execute a saved (system) view query.

Execute a user (personal) view query.

List quotes from Dynamics 365 with pagination.

Get a single quote by ID.

Create a new quote in Dynamics 365.

Update an existing quote.

Delete a quote from Dynamics 365.

List line items for a quote.

Add a line item to a quote.

Activate a quote (change from draft to active).

Close a quote with a specific status.

Convert a quote to a sales order.

Associate two records via a relationship.

Remove an association between two records.

List records related to a source record via a navigation property.

List system users from Dynamics 365 with pagination.

Get a single user by ID.

Get the currently authenticated user.

Search users by name or email.

List teams from Dynamics 365 with pagination.

Get a single team by ID.

Create a new team.

Update an existing team.

Delete a team from Dynamics 365.

Add a user to a team.

Remove a user from a team.

List members of a team.

List business units from Dynamics 365.

Get a single business unit by ID.