Dynamics 365 Sales· MCP server
OverviewMCP server
Pre-implementation
  1. Implementation plan
  2. Discovery
  3. Data assessment
  4. Solution design
Implementation
  1. Configuration
  2. Data mapping
  3. Data migration
  4. Testing and UAT
  5. Cutover
Post go-live
  1. Hypercare
  2. Handover
Migrations to Dynamics 365 Sales
  1. From Salesforce
  2. From HubSpot
MCP server

Dynamics 365 Sales MCP

A fully customizable MCP server for Dynamics 365 Sales. It runs on the standard Dataverse Web API, so calls are covered by your existing Dynamics licence — no Copilot Credits, and no admin enablement to switch it on. Add your own tools, put Dynamics behind one MCP server together with your other systems, and share it with your whole team.

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Where you can use it

The Dynamics 365 Sales MCP works in any MCP-compatible AI tool.

  • Claude
  • ChatGPT
  • Langdock
  • Microsoft Copilot
  • Google Gemini

Tools in the MCP

Start with these Dynamics 365 Sales tools. When your workflow needs more, build any custom tool in superglue and add it to the MCP.

  1. 01List accountsAccount records with name, number and creation date. OData filters for migration checks.
  2. 02List contactsContacts with email and job title. Spot missing emails or broken parent links fast.
  3. 03List open opportunitiesThe open pipeline with estimated value and close date. Verify pipeline numbers during UAT.
  4. 04LeadsLead records with subject, name and company. Validate migrated leads.
  5. 05CasesCases with ticket number and status. Verify migrated service data.
  6. 06UsersSystem users with email and state. Check owner mappings during migrations.
  7. 07ProductsThe product catalog with number and state. Verify migrated products.
  8. 08Query any Dataverse entityCustom entities and everything else: query any entity set with $filter and $select. The workhorse for validation.

Get the Dynamics 365 Sales MCP

Get Dynamics 365 Sales MCPTalk to us