Dynamics 365

Read and create Dynamics 365 CRM data — accounts, contacts, leads, opportunities — via the Dataverse Web API.

Auth: user-delegated OAuth 2.0. Attach the matching OAuth credential once; the InTouch server injects a live access token and keeps it refreshed for you. Your secrets stay in the encrypted vault — never in the tool, never shown to the AI assistant.

Operations

• list_accounts
• get_account
• list_contacts
• list_leads
• list_opportunities
• create_account

Inputs

• operation (required) — One of: list_accounts, get_account, list_contacts, list_leads, list_opportunities, create_account
• org (required) — Dataverse org name — forms the host {org}.crm.dynamics.com (e.g. contoso).
• id — Account GUID — required for get_account.
• query — OData query params as a JSON object string, e.g. {"$top": 10, "$select": "name,telephone1"}.
• body — Account JSON object string for create_account, e.g. {"name": "Contoso Ltd"}.

Example

operation: list_accounts
org: <your org>