Why would creating an opportunity be rejected?

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.

Can Lyro look an account or a case record back up?

Not through this toolkit. The read actions cover invoices and leads only - Get Invoice, Get All Invoices, Get Lead, and Get All Leads. Accounts, contacts, cases, opportunities, and sales orders can be created and updated here, but reading them back means a Dynamics 365 view or another connection.

What happens to the case when Lyro cannot resolve it?

Lyro hands the conversation to a human agent with its full history attached. The incident record it opened with Create Case stays in Dynamics 365 and Update Case carries whatever it established, so the agent picks up the same record rather than starting a parallel one.

How is this different from a Dynamics 365 flow in Zapier or Power Automate?

Those run a fixed sequence once a trigger matches. Lyro chooses which Dynamics action to call while the conversation is still open - creating the contact, opening the case, checking the invoice, then updating the case - and chains several of them in one exchange rather than following a single predefined path.

Dynamics365 MCP integration

Opens cases with the contact attached, reads invoice and lead records, qualifies leads into opportunities, and raises sales orders.

Connect Dynamics365 See all integrations

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.

See all 16 actions

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 Case
Answer 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 Invoice
Qualify 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 Opportunity
Turn 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.

01
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.
02
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.
03
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

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.