Microsoft Dynamics 365 Sales icon

CONNECT APP

Build with Microsoft Dynamics 365 Sales

Close more deals and increase seller efficiency with an AI-powered CRM solution.

CRM

  • OAuth

MCP

Give your agent Microsoft Dynamics 365 Sales tools

Every Microsoft Dynamics 365 Sales action is exposed as an MCP tool on Pipedream's remote server. Point a client at it with your end user's ID and Connect resolves that user's Microsoft Dynamics 365 Sales account for each tool call — you store no tokens.

// accessToken: mint a short-lived token with the Connect SDK — see the MCP guide
const transport = new StreamableHTTPClientTransport(
  new URL("https://remote.mcp.pipedream.net/v3"),
  {
    requestInit: {
      headers: {
        Authorization: `Bearer ${accessToken}`,
        "x-pd-project-id": "{project_id}",
        "x-pd-environment": "production",
        "x-pd-external-user-id": "{external_user_id}", // any stable ID for this user in your system
        "x-pd-app-slug": "microsoft_dynamics_365_sales",
      },
    },
  },
)

const mcp = new Client({ name: "my-agent", version: "1.0.0" })
await mcp.connect(transport)

const { tools } = await mcp.listTools()

// e.g. run Create Appointment:
const result = await mcp.callTool({
  name: "microsoft_dynamics_365_sales-create-appointment",
  arguments: {
    subject: "Subject",
    scheduledstart: "Scheduled Start",
  },
})

API PROXY

Call the Microsoft Dynamics 365 Sales API directly

For an endpoint with no pre-built tool, the Connect proxy forwards your request to the Microsoft Dynamics 365 Sales API with the connected user's credentials attached. You store no tokens and write no refresh logic.

const resp = await pd.proxy.get({
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  accountId: "apn_xxxxxxx",
  url: "https://api.example.com/v1/me",
})

// Any allowed Microsoft Dynamics 365 Sales endpoint works here. Pipedream attaches the
// connected account's credentials to the outgoing request.

SDK

Run Microsoft Dynamics 365 Sales actions from your backend

Connect a user's Microsoft Dynamics 365 Sales account once, then run Create Appointment on their behalf from your own code — TypeScript, Python, or plain HTTP.

import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const result = await pd.actions.run({
  id: "microsoft_dynamics_365_sales-create-appointment",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    microsoft_dynamics_365_sales: { authProvisionId: "apn_xxxxxxx" },
    subject: "Subject",
    scheduledstart: "Scheduled Start",
  },
})

TOOLS

Microsoft Dynamics 365 Sales actions

On-demand operations your product or agent can configure and run on behalf of a connected user.

EVENTS

Microsoft Dynamics 365 Sales triggers

Event sources your backend can deploy for users and receive through a webhook.

MULTI-APP

Use Microsoft Dynamics 365 Sales with other popular apps

Most products don't stop at one integration. Pair Microsoft Dynamics 365 Sales with the other apps your users rely on, and ship use cases that span both.

REFERENCE

App details

Reference metadata for the Microsoft Dynamics 365 Sales connector in the Pipedream registry.

App slug
microsoft_dynamics_365_sales
Authentication
OAuth
Categories
CRM
Actions
12
Triggers
15
API proxy
Available

OAuth scopes

These are the scopes Pipedream's managed Microsoft Dynamics 365 Sales OAuth client requests when one of your users connects an account. Supply your own OAuth client to request a different set.

  • email
  • offline_access
  • openid
  • profile