Microsoft Dynamics 365 Sales

Dynamics 365 Sales MCP Server

Microsoft's hosted Model Context Protocol server for Dynamics 365 Sales. Exposes 20 sales tools to any MCP-capable agent — lead and account research, competitor research, engagement summaries, lead qualification assessment, outreach email drafting, MEDDPICC opportunity health, opportunity signals, stakeholders, risks and pain points, record catch-ups, and SharePoint document search and Q&A. The endpoint is per-environment and authenticates with Microsoft Entra ID. It carries no CRUD tools — creating and updating Sales records goes through the Dataverse MCP server at https://{org}.api.crm.dynamics.com/api/mcp or the Dataverse Web API.

Documentation GitHub

Documentation

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Documentation

https://learn.microsoft.com/en-us/dynamics365/sales/model-context-protocol-sales-overview

📖

Authentication

https://raw.githubusercontent.com/api-evangelist/microsoft-dynamics-365-sales/refs/heads/main/authentication/microsoft-dynamics-365-sales-authentication.yml

Other Resources

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MCPServer

https://raw.githubusercontent.com/api-evangelist/microsoft-dynamics-365-sales/refs/heads/main/mcp/microsoft-dynamics-365-sales-mcp.yml

🔗

ToolCrosswalk

https://raw.githubusercontent.com/api-evangelist/microsoft-dynamics-365-sales/refs/heads/main/mcp/microsoft-dynamics-365-sales-tool-crosswalk.yml

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API entry from apis.yml

aid: microsoft-dynamics-365-sales:dynamics-365-sales-mcp-server
name: Dynamics 365 Sales MCP Server
description: Microsoft's hosted Model Context Protocol server for Dynamics 365 Sales. Exposes 20 sales
  tools to any MCP-capable agent — lead and account research, competitor research, engagement summaries,
  lead qualification assessment, outreach email drafting, MEDDPICC opportunity health, opportunity signals,
  stakeholders, risks and pain points, record catch-ups, and SharePoint document search and Q&A. The endpoint
  is per-environment and authenticates with Microsoft Entra ID. It carries no CRUD tools — creating and
  updating Sales records goes through the Dataverse MCP server at https://{org}.api.crm.dynamics.com/api/mcp
  or the Dataverse Web API.
humanURL: https://learn.microsoft.com/en-us/dynamics365/sales/connect-agents-to-model-context-protocol
baseURL: https://agent365.svc.cloud.microsoft/mcp/environments/{EnvironmentID}/servers/msdyn_SalesMCPServer
tags:
- MCP
- Agents
- Sales
- Copilot
- Dynamics 365
properties:
- type: MCPServer
  url: mcp/microsoft-dynamics-365-sales-mcp.yml
- type: ToolCrosswalk
  url: mcp/microsoft-dynamics-365-sales-tool-crosswalk.yml
- type: Documentation
  url: https://learn.microsoft.com/en-us/dynamics365/sales/model-context-protocol-sales-overview
- type: Authentication
  url: authentication/microsoft-dynamics-365-sales-authentication.yml