MCP server · Microsoft Dynamics 365 Sales

microsoft-dynamics-365-sales-mcp.yml

Open docs → Microsoft Dynamics 365 Sales provider profile

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Provider: Microsoft Dynamics 365 Sales Type: Documentation link Transport: Host: learn.microsoft.com

Documentation

https://learn.microsoft.com/en-us/dynamics365/sales/connect-agents-to-model-context-protocol

Documentation link · transport

Tools

get_lead_research — Retrieve detailed lead research and individual prospect analysis
get_account_research — Retrieve comprehensive account research data
get_competitor_research — Retrieve competitor research and competitive landscape
get_engage_summary — Retrieve engagement summary and interaction history for a lead
get_lead_qualification_assessment — Get comprehensive lead qualification assessment against target customer profile criteria
draft_outreach_email — Draft personalized sales qualification agent outreach emails
get_key_opportunity_insights — Retrieve key insights for the opportunity from Sales Close Agent
get_key_opportunity_signals — Retrieve the key signals for the opportunity from Sales Close Agent
get_key_opportunity_stakeholders — Retrieve key stakeholders for the opportunity from Sales Close Agent
get_opportunity_health — Retrieve opportunity health from Sales Close Agent
get_opportunity_pain_points_and_needs — Retrieve opportunity pain points and needs from Sales Close Agent
get_opportunity_top_risks — Retrieve opportunity top risks from Sales Close Agent
get_opportunity_deal_overview — Retrieve all opportunity insights from Sales Close Agent
get_customer_updates — Retrieve recent changes to leads, accounts, and opportunities owned by the user
get_sales_record_summary — Retrieve record summary for the given record
get_sales_lead_catchup — Retrieve recent lead updates
get_sales_account_catchup — Retrieve recent account updates
get_sales_opportunity_catchup — Retrieve recent opportunity updates
get_sharepoint_search_results — Search SharePoint documents for the given query
get_answer_from_sharepoint_documents — Get answers from SharePoint documents for the given query

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