Create Account
Creates a new account entity record in Dynamics CRM using the Web API.
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Integrate Dynamics 365
with your AI CRM
Dynamics 365 from Microsoft combines CRM, ERP, and productivity apps to streamline sales, marketing, customer service, and operations in one integrated platform
Explore Triggers and Actions
Create Case
Creates a new case (incident) entity record in Dynamics CRM using the Web API.
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Create Contact
Creates a new contact entity record in Dynamics CRM using the Web API.
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Create Invoice
Creates a new invoice entity record in Dynamics CRM using the Web API.
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Create Lead
Creates a new lead entity record in Dynamics CRM using the Web API.
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Create Opportunity
Creates a new opportunity entity record in Dynamics CRM using the Web API. Some CRM configurations enforce `estimatedclosedate` and a transaction currency at the server level even though they are schema-optional; omitting them may cause the request to be rejected.
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Create Sales Order
Creates a new sales order entity record in Dynamics CRM using the Web API.
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Dynamicscrm get a invoice
Dynamicscrm get a invoice
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Dynamicscrm get a lead
Dynamicscrm get a lead
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Dynamicscrm get all leads
Dynamicscrm get all leads
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Get all invoices action
Get all invoices action
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Update Case
Updates an existing case (incident) entity record in Dynamics CRM using the Web API.
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Update Invoice
Updates an existing invoice entity record in Dynamics CRM using the Web API.
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Update Lead
Updates an existing lead entity record in Dynamics CRM using the Web API.
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Update Opportunity
Updates an existing opportunity entity record in Dynamics CRM using the Web API. Some updates may be rejected if required relational fields (e.g., transactioncurrency) are absent from the record, even though they are not exposed as explicit parameters.
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Update Sales Order
Updates an existing sales order entity record in Dynamics CRM using the Web API.
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How the Dynamics 365 integration works
The Dynamics 365 integration connects your Dench AI CRM directly to Dynamics 365, so agents can read and act on your Dynamics 365 data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
16 actions are available for agents to invoke on your behalf. Every call runs through Dynamics 365's own authorization, scoped to the account you connect.
Set up Dynamics 365 in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find Dynamics 365 and click Connect — you'll authorize access through Dynamics 365's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Dynamics 365 in chat, or call it from an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the Dynamics 365 integration work with Dench?
The Dench Dynamics 365 integration connects your AI CRM to Dynamics 365, so AI agents can work with your Dynamics 365 data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
What actions can AI agents perform with Dynamics 365 via Dench?
The Dynamics 365 integration currently exposes 16 actions, including Create Account, Create Case, Create Contact, Create Invoice, Create Lead, and Create Opportunity. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect Dynamics 365 to Dench?
No. You connect Dynamics 365 from your Dench workspace using Dynamics 365's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Dynamics 365 integration secure?
Connections are authorized through Dynamics 365's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Dynamics 365 connection from your workspace settings at any time.