Dynamics365 MCP integration
Opens cases with the contact attached, reads invoice and lead records, qualifies leads into opportunities, and raises sales orders.
16actions available
Three actions you can hand over today
Every action runs live through MCP. Nothing to build, nothing to maintain.
Create account
Lyro creates a new account entity in Dynamics CRM instantly. Sales teams log new companies during customer conversations without manual CRM entry.
Create contact
Lyro creates a new contact record in Dynamics CRM from conversation data. Support interactions automatically populate customer details in the system.
Get all invoices action
Lyro retrieves all invoices to show agents billing history and outstanding charges. Teams answer payment questions without leaving the support chat.
How businesses use Dynamics365 + Lyro
Each card is one request a support team gets, and the Dynamics365 actions Lyro runs to close it.
Open a case from a live conversation
Lyro creates the incident record in the customer's own wording, adds the contact record if the person is not on file yet, and updates the case as the conversation moves on.
Create CaseCreate ContactUpdate CaseAnswer a billing question from the record
Lyro pulls the invoices on the account, opens the specific one a customer is querying, and corrects a line that is wrong rather than raising a credit note by hand.
Get All InvoicesGet InvoiceUpdate InvoiceQualify a lead into an opportunity
Lyro creates the lead from what the visitor gave it, updates it as qualification questions get answered, and opens the opportunity once the deal is real enough to forecast.
Create LeadUpdate LeadCreate OpportunityTurn an agreed deal into an order
Lyro raises the sales order against the account, amends it when quantities or terms change, and creates the invoice that follows it through the same Web API.
Create Sales OrderUpdate Sales OrderCreate Invoice
How it works
Get started in 3 steps
Connect once, then just ask. There is no workflow builder to learn and nothing to maintain — Lyro reads the Dynamics365 actions it has and picks the ones a request needs.
Connect Dynamics365
Authorize the Dynamics365 account your team already uses — one consent screen, no API keys, no mapping tables. Lyro can only do what you granted that account, and you can disconnect it at any time.
Tell your agent what you need
Describe the job the way you would hand it to a teammate. Lyro maps it to the Dynamics365 actions that close it and chains as many as the request needs.
Watch it work
The agent runs the actions inside the conversation the customer is already in, so nobody copies data between tabs and your team can take over at any point.
Get started free
Dynamics365 · Lyro
What can you do in Dynamics365 without me setting anything up?
These, right away:
- Create account
- Get all invoices action
- Update case
Great, let's start with the first one.
FAQ
Everything else about Dynamics365
Setup, permissions, and the limits of what Lyro can do inside Dynamics365.
Some Dynamics configurations enforce estimatedclosedate and a transaction currency at the server level even though the schema treats them as optional, so Create Opportunity fails without them. Update Opportunity and Update Sales Order can be rejected the same way when a required relational field such as transactioncurrency is missing from the record.
Every action available in Dynamics365
All 16 actions your agent can call on Dynamics365, straight from the live MCP connection.
Create account
Creates a new account entity record in Dynamics CRM using the Web API.
Create case
Creates a new case (incident) entity record in Dynamics CRM using the Web API.
Create contact
Creates a new contact entity record in Dynamics CRM using the Web API.
Create invoice
Creates a new invoice entity record in Dynamics CRM using the Web API.
Create lead
Creates a new lead entity record in Dynamics CRM using the Web API.
Create opportunity
Creates a new opportunity entity record in Dynamics CRM using the Web API.
Create sales order
Creates a new sales order entity record in Dynamics CRM using the Web API.
Dynamicscrm get a invoice
Dynamicscrm get a invoice.
Dynamicscrm get a lead
Dynamicscrm get a lead.
Dynamicscrm get all leads
Dynamicscrm get all leads.
Update case
Updates an existing case (incident) entity record in Dynamics CRM using the Web API.
Update invoice
Updates an existing invoice entity record in Dynamics CRM using the Web API.
Update lead
Updates an existing lead entity record in Dynamics CRM using the Web API.
Update opportunity
Updates an existing opportunity entity record in Dynamics CRM using the Web API.
Update sales order
Updates an existing sales order entity record in Dynamics CRM using the Web API.
Get all invoices action
Get all invoices action.
The tools Dynamics365 sits next to
Same connection, same setup. Pick the next one your team already uses.
Affinity
Answers which lists a company or person appears on, reads their entries and field data, and returns opportunities and saved view rows.
Capsule crm
Matches a contact to their Capsule CRM party, reads open opportunities and projects, logs the conversation as an entry, and advances a deal's milestone.
Folk
Finds an existing contact, creates the person and company records when they are new, and writes the note that captures what a conversation revealed.
Kommo
Creates leads, contacts, and companies as a conversation qualifies, files the follow-up task, and keeps the Kommo AI knowledge base stocked.
Pipedrive
Finds the contact on file, reports where a deal stands, captures new leads from conversations, and merges the duplicates enquiries create.
Simla.com
Reads order and shipment status, places repeat orders with payment, merges duplicate customer records, and escalates with a task attached.
Ready to connect Dynamics365?
Authorize the account and your agent has all 16 actions from the first conversation.