[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"skill-composio-dynamics-365-automation":3,"mdc--k6t0lj-key":53,"related-repo-composio-dynamics-365-automation":1689,"related-org-composio-dynamics-365-automation":1774},{"slug":4,"name":5,"fn":6,"description":7,"org":8,"tags":13,"stars":27,"repoUrl":28,"updatedAt":29,"license":30,"forks":31,"topics":32,"repo":48,"sourceUrl":51,"mdContent":52},"dynamics-365-automation","Dynamics 365 Automation","manage Dynamics 365 CRM operations","Dynamics 365 Automation: manage CRM contacts, accounts, leads, opportunities, sales orders, invoices, and cases via the Dynamics CRM Web API",{"slug":9,"name":10,"logoUrl":11,"githubOrg":12},"composio","Composio","https:\u002F\u002Fpexgzepcugksgbtrxkhf.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Forg-logos\u002Fcomposio.png","ComposioHQ",[14,18,21,24],{"name":15,"slug":16,"type":17},"Automation","automation","tag",{"name":19,"slug":20,"type":17},"Microsoft","microsoft",{"name":22,"slug":23,"type":17},"CRM","crm",{"name":25,"slug":26,"type":17},"Sales","sales",67499,"https:\u002F\u002Fgithub.com\u002FComposioHQ\u002Fawesome-claude-skills","2026-07-15T05:59:10.300397",null,7603,[33,34,35,16,36,37,38,9,39,40,41,42,43,44,45,46,47],"agent-skills","ai-agents","antigravity","claude","claude-code","codex","cursor","developer-tools","gemini-cli","mcp","openai-codex","rube","saas","skill","workflow-automation",{"repoUrl":28,"stars":27,"forks":31,"topics":49,"description":50},[33,34,35,16,36,37,38,9,39,40,41,42,43,44,45,46,47],"A curated list of awesome Claude Skills, resources, and tools for customizing Claude AI workflows","https:\u002F\u002Fgithub.com\u002FComposioHQ\u002Fawesome-claude-skills\u002Ftree\u002FHEAD\u002Fcomposio-skills\u002Fdynamics365-automation","---\nname: Dynamics 365 Automation\ndescription: \"Dynamics 365 Automation: manage CRM contacts, accounts, leads, opportunities, sales orders, invoices, and cases via the Dynamics CRM Web API\"\nrequires:\n  mcp: [rube]\n---\n\n# Dynamics 365 Automation\n\nAutomate Microsoft Dynamics 365 CRM operations including creating and updating contacts, accounts, leads, opportunities, sales orders, invoices, and support cases.\n\n**Toolkit docs:** [composio.dev\u002Ftoolkits\u002Fdynamics365](https:\u002F\u002Fcomposio.dev\u002Ftoolkits\u002Fdynamics365)\n\n---\n\n## Setup\n\nThis skill requires the **Rube MCP server** connected at `https:\u002F\u002Frube.app\u002Fmcp`.\n\nBefore executing any tools, ensure an active connection exists for the `dynamics365` toolkit. If no connection is active, initiate one via `RUBE_MANAGE_CONNECTIONS`.\n\n---\n\n## Core Workflows\n\n### 1. Manage Leads\n\nCreate, update, retrieve, and list lead records.\n\n**Tools:**\n- `DYNAMICS365_DYNAMICSCRM_CREATE_LEAD` -- Create a new lead\n- `DYNAMICS365_DYNAMICSCRM_UPDATE_LEAD` -- Update an existing lead\n- `DYNAMICS365_DYNAMICSCRM_GET_A_LEAD` -- Retrieve a lead by GUID\n- `DYNAMICS365_DYNAMICSCRM_GET_ALL_LEADS` -- List\u002Ffilter all leads\n\n**Key Parameters for `DYNAMICS365_DYNAMICSCRM_CREATE_LEAD`:**\n- `firstname` -- First name of the lead\n- `lastname` -- Last name of the lead\n- `emailaddress1` -- Primary email address\n- `telephone1` -- Primary phone number\n- `companyname` -- Associated company name\n- `subject` -- Brief title\u002Fdescription\n\n**Key Parameters for `DYNAMICS365_DYNAMICSCRM_GET_ALL_LEADS`:**\n- `filter` -- OData filter, e.g., `\"contains(fullname,'John')\"`\n- `select` -- Fields to return, e.g., `\"fullname,emailaddress1\"`\n- `orderby` -- Sort expression, e.g., `\"createdon desc\"`\n- `top` -- Max number of results\n\n**Example:**\n```\nTool: DYNAMICS365_DYNAMICSCRM_CREATE_LEAD\nArguments:\n  firstname: \"Jane\"\n  lastname: \"Smith\"\n  emailaddress1: \"jane.smith@example.com\"\n  companyname: \"Acme Corp\"\n  subject: \"Interested in Enterprise plan\"\n```\n\n---\n\n### 2. Manage Accounts\n\nCreate and organize account (company) records in the CRM.\n\n**Tool:** `DYNAMICS365_DYNAMICSCRM_CREATE_ACCOUNT`\n\n**Key Parameters:**\n- `name` -- Account\u002Fcompany name\n- `description` -- Description of the account\n- `revenue` -- Revenue amount (number)\n- `accountcategorycode` -- Category code (integer, default: 1)\n- `creditonhold` -- Whether account is on credit hold (boolean)\n\n**Example:**\n```\nTool: DYNAMICS365_DYNAMICSCRM_CREATE_ACCOUNT\nArguments:\n  name: \"Contoso Ltd\"\n  description: \"Strategic partner for cloud services\"\n  revenue: 5000000\n  creditonhold: false\n```\n\n---\n\n### 3. Manage Contacts\n\nCreate detailed contact records with address and phone information.\n\n**Tool:** `DYNAMICS365_DYNAMICSCRM_CREATE_CONTACT`\n\n**Key Parameters:**\n- `firstname`, `lastname` -- Contact name\n- `emailaddress1` -- Primary email\n- `telephone1` -- Primary phone\n- `mobilephone` -- Mobile phone\n- `jobtitle` -- Job title\n- `address1_city`, `address1_stateorprovince`, `address1_postalcode`, `address1_country` -- Address fields\n\n**Example:**\n```\nTool: DYNAMICS365_DYNAMICSCRM_CREATE_CONTACT\nArguments:\n  firstname: \"Bob\"\n  lastname: \"Johnson\"\n  emailaddress1: \"bob.johnson@example.com\"\n  jobtitle: \"VP of Engineering\"\n  address1_city: \"Seattle\"\n  address1_stateorprovince: \"WA\"\n```\n\n---\n\n### 4. Manage Opportunities\n\nCreate and update sales opportunities with estimated values and close dates.\n\n**Tools:**\n- `DYNAMICS365_DYNAMICSCRM_CREATE_OPPORTUNITY` -- Create a new opportunity\n- `DYNAMICS365_DYNAMICSCRM_UPDATE_OPPORTUNITY` -- Update an existing opportunity\n\n**Key Parameters for `DYNAMICS365_DYNAMICSCRM_CREATE_OPPORTUNITY`:**\n- `name` (required) -- Opportunity title\n- `description` -- Brief description\n- `estimatedvalue` -- Anticipated revenue (number)\n- `estimatedclosedate` -- Expected close date in `YYYY-MM-DD` format\n- `customer_account_id` -- GUID of the related account (no curly braces)\n- `customer_contact_id` -- GUID of the related contact (no curly braces)\n\n**Key Parameters for `DYNAMICS365_DYNAMICSCRM_UPDATE_OPPORTUNITY`:**\n- `opportunity_id` (required) -- GUID of the opportunity\n- `opportunityratingcode` -- 1 (Cold), 2 (Warm), 3 (Hot)\n- `salesstagecode` -- 1 (Qualify), 2 (Develop), 3 (Propose)\n\n**Example:**\n```\nTool: DYNAMICS365_DYNAMICSCRM_CREATE_OPPORTUNITY\nArguments:\n  name: \"Enterprise Cloud Migration\"\n  estimatedvalue: 250000\n  estimatedclosedate: \"2026-06-30\"\n  description: \"Full cloud migration project for Contoso\"\n```\n\n---\n\n### 5. Manage Sales Orders and Invoices\n\nCreate and update sales orders; generate invoices for billing.\n\n**Tools:**\n- `DYNAMICS365_DYNAMICSCRM_CREATE_SALES_ORDER` -- Create a new sales order\n- `DYNAMICS365_DYNAMICSCRM_UPDATE_SALES_ORDER` -- Update an existing sales order\n- `DYNAMICS365_DYNAMICSCRM_CREATE_INVOICE` -- Create a new invoice\n\n**Key Parameters for `DYNAMICS365_DYNAMICSCRM_CREATE_SALES_ORDER`:**\n- `name` -- Sales order name\n- `description` -- Description\n- `account_id` -- Reference to account, format: `\"\u002Faccounts(GUID)\"`\n- `currency_id` -- Currency reference, format: `\"\u002Ftransactioncurrencies(GUID)\"`\n- `price_level_id` -- Price list reference, format: `\"\u002Fpricelevels(GUID)\"`\n\n**Key Parameters for `DYNAMICS365_DYNAMICSCRM_UPDATE_SALES_ORDER`:**\n- `salesorder_id` (required) -- GUID of the sales order\n- `name` -- Updated name\n- `discountamount` -- Updated discount\n- `freightamount` -- Updated shipping cost\n\n**Key Parameters for `DYNAMICS365_DYNAMICSCRM_CREATE_INVOICE`:**\n- `name` -- Invoice name\u002Fnumber, e.g., `\"Invoice #12345\"`\n- `description` -- Invoice description\n- `account_id` -- Related account reference\n- `currency_id` -- Currency reference\n- `price_level_id` -- Price list reference\n\n---\n\n### 6. Create Support Cases\n\nCreate incident\u002Fcase records for customer support tracking.\n\n**Tool:** `DYNAMICS365_DYNAMICSCRM_CREATE_CASE`\n\n**Key Parameters:**\n- `title` -- Subject\u002Ftitle of the case\n- `description` -- Detailed description\n- `prioritycode` -- 1 (Low), 2 (Normal), 3 (High)\n- `caseorigincode` -- 1 (Phone), 2 (Email), 3 (Web)\n- `account_id` -- Related account, format: `\"\u002Faccounts(GUID)\"`\n- `contact_id` -- Related contact, format: `\"\u002Fcontacts(GUID)\"`\n\n**Example:**\n```\nTool: DYNAMICS365_DYNAMICSCRM_CREATE_CASE\nArguments:\n  title: \"Login issue reported by customer\"\n  description: \"Customer unable to access portal since Feb 10\"\n  prioritycode: 3\n  caseorigincode: 2\n```\n\n---\n\n## Known Pitfalls\n\n| Pitfall | Detail |\n|---------|--------|\n| **GUID format** | All entity IDs are GUIDs (e.g., `\"00000000-0000-0000-0000-000000000000\"`). Do not include curly braces for opportunity\u002Fcontact references. |\n| **Reference format** | Related entity references use the format `\"\u002Fentityset(GUID)\"` (e.g., `\"\u002Faccounts(abc-123)\"`). Missing the leading slash or parentheses causes errors. |\n| **OData filter syntax** | Use Dynamics 365 OData syntax for `filter` (e.g., `contains(fullname,'John')`). Incorrect syntax returns empty or error responses. |\n| **user_id default** | Most tools default `user_id` to `\"me\"` for the authenticated user. Override only when acting on behalf of another user. |\n| **Required fields** | `CREATE_OPPORTUNITY` requires `name`. Other create tools have no strict required fields but will create empty records without data. |\n\n---\n\n## Quick Reference\n\n| Tool Slug | Description |\n|-----------|-------------|\n| `DYNAMICS365_DYNAMICSCRM_CREATE_LEAD` | Create a new lead record |\n| `DYNAMICS365_DYNAMICSCRM_UPDATE_LEAD` | Update an existing lead |\n| `DYNAMICS365_DYNAMICSCRM_GET_A_LEAD` | Retrieve a lead by GUID |\n| `DYNAMICS365_DYNAMICSCRM_GET_ALL_LEADS` | List\u002Ffilter all leads |\n| `DYNAMICS365_DYNAMICSCRM_CREATE_ACCOUNT` | Create a new account |\n| `DYNAMICS365_DYNAMICSCRM_CREATE_CONTACT` | Create a new contact |\n| `DYNAMICS365_DYNAMICSCRM_CREATE_OPPORTUNITY` | Create a new opportunity |\n| `DYNAMICS365_DYNAMICSCRM_UPDATE_OPPORTUNITY` | Update an existing opportunity |\n| `DYNAMICS365_DYNAMICSCRM_CREATE_SALES_ORDER` | Create a new sales order |\n| `DYNAMICS365_DYNAMICSCRM_UPDATE_SALES_ORDER` | Update an existing sales order |\n| `DYNAMICS365_DYNAMICSCRM_CREATE_INVOICE` | Create a new invoice |\n| `DYNAMICS365_DYNAMICSCRM_CREATE_CASE` | Create a support case\u002Fincident |\n\n---\n\n*Powered by [Composio](https:\u002F\u002Fcomposio.dev)*\n",{"data":54,"body":57},{"name":5,"description":7,"requires":55},{"mcp":56},[44],{"type":58,"children":59},"root",[60,67,73,93,97,104,125,145,148,154,161,166,174,223,238,307,320,385,393,405,408,414,419,434,442,500,507,516,519,525,530,544,551,645,652,661,664,670,675,682,707,720,795,808,844,851,860,863,869,874,881,917,930,1004,1017,1063,1076,1135,1138,1144,1149,1163,1170,1248,1255,1264,1267,1273,1448,1451,1457,1671,1674],{"type":61,"tag":62,"props":63,"children":64},"element","h1",{"id":4},[65],{"type":66,"value":5},"text",{"type":61,"tag":68,"props":69,"children":70},"p",{},[71],{"type":66,"value":72},"Automate Microsoft Dynamics 365 CRM operations including creating and updating contacts, accounts, leads, opportunities, sales orders, invoices, and support cases.",{"type":61,"tag":68,"props":74,"children":75},{},[76,82,84],{"type":61,"tag":77,"props":78,"children":79},"strong",{},[80],{"type":66,"value":81},"Toolkit docs:",{"type":66,"value":83}," ",{"type":61,"tag":85,"props":86,"children":90},"a",{"href":87,"rel":88},"https:\u002F\u002Fcomposio.dev\u002Ftoolkits\u002Fdynamics365",[89],"nofollow",[91],{"type":66,"value":92},"composio.dev\u002Ftoolkits\u002Fdynamics365",{"type":61,"tag":94,"props":95,"children":96},"hr",{},[],{"type":61,"tag":98,"props":99,"children":101},"h2",{"id":100},"setup",[102],{"type":66,"value":103},"Setup",{"type":61,"tag":68,"props":105,"children":106},{},[107,109,114,116,123],{"type":66,"value":108},"This skill requires the ",{"type":61,"tag":77,"props":110,"children":111},{},[112],{"type":66,"value":113},"Rube MCP server",{"type":66,"value":115}," connected at ",{"type":61,"tag":117,"props":118,"children":120},"code",{"className":119},[],[121],{"type":66,"value":122},"https:\u002F\u002Frube.app\u002Fmcp",{"type":66,"value":124},".",{"type":61,"tag":68,"props":126,"children":127},{},[128,130,136,138,144],{"type":66,"value":129},"Before executing any tools, ensure an active connection exists for the ",{"type":61,"tag":117,"props":131,"children":133},{"className":132},[],[134],{"type":66,"value":135},"dynamics365",{"type":66,"value":137}," toolkit. 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