Automate Dynamics 365 with AI workflows
Connect the Dataverse MCP server and your workflows can look up accounts, create records, and answer questions about the data behind Dynamics 365 and Power Apps.
- Order receivedtrigger
- Look up accountaction
- Agent prepares recordAI
- Create in Dataversedone
Dynamics 365 and Power Apps store their data in Dataverse. With the Dataverse MCP server connected, a Spojit workflow can look up an account before a reply, create records from other systems, or let an agent answer questions about your tables, under an Entra app your admins control.
Register a Microsoft Entra app with the Dynamics CRM mcp.tools permission, allow its client ID in the Power Platform admin center, then paste your environment URL with /api/mcp and enter the app's credentials.
Step-by-step setup guideDynamics 365 (Dataverse) inside a durable workflow
Records from other systems
Create or update Dataverse records when orders, tickets, or forms arrive elsewhere.
Account context for agents
Look up accounts and contacts so an agent replies with the full picture.
Questions about your data
Let an agent describe tables and count or summarise records on request.
Why teams run this on Spojit
With Spojit
- Record changes run on durable execution with retries and history.
- Admins allow the specific Entra app per environment in the Power Platform admin center.
- Combine Dynamics 365 with non-Microsoft systems in one workflow.
Dynamics 365 (Dataverse), answered
Why are calls rejected after sign-in?
The Entra app's client ID must be enabled under Dataverse Model Context Protocol settings for that environment.
Which tools are available?
Microsoft hosts and curates the MCP server, so the tool list is theirs and can change. See Microsoft's MCP documentation, linked from our setup guide, for the current set.
What is possible depends on your plan and authorized access. The Dynamics 365 (Dataverse) MCP server is hosted by Microsoft, so its availability, tool surface, and any usage limits are set by Microsoft. You can request a feature or integration any time, and we will get in touch to figure out how to make it work.
Put Dynamics 365 (Dataverse) in a workflow
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