Microsoft Dynamics 365 | AI Agent Tools

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About Microsoft Dynamics 365

Microsoft Dynamics 365 is a suite of intelligent business applications designed to help organizations manage financials, sales, service, and operations in one integrated system. It enables businesses to connect data across departments, automate workflows, and gain real-time insights for better decision-making. The platform supports collaboration through tools like Microsoft Teams and offers AI-powered features such as Copilot to boost productivity and creativity. Users can customize and extend the system with industry-specific apps and integrations, making it adaptable to unique business needs. With robust analytics, reporting, and compliance features, Dynamics 365 helps businesses streamline operations, improve customer experiences, and scale efficiently.

Available Actions

These are the specific actions that AI agents can perform with this tool

Create New Account

4 inputs

Create a new account record in the system by providing necessary account details.

Inputs

name

Type the company or business name.

accountnumber

Type an ID number or code for the account to quickly search and identify it.

revenue

Type the annual revenue for the account.

address1_city

Type the city for the primary address.

Create New Lead

5 inputs

Create a new lead in the system with the specified details.

Inputs

firstname

Type the first name of the primary contact for the lead.

lastname

Type the last name of the primary contact for the lead.

emailaddress1

Type the primary email address for the lead.

companyname

Type the name of the company associated with the lead.

subject

Type a subject or descriptive name to identify the lead.

Get Aged Accounts Payables

2 inputs

Retrieve the details of aged accounts payable records from Business Central.

Inputs

vendorId

The unique ID of the vendor to filter the aged accounts payable records. Optional parameter.

periodLengthFilter

Specifies the length of the aging periods. Optional parameter to refine results.

Get Aged Accounts Receivable

2 inputs

Retrieve details of a specific aged accounts receivable in Dynamics 365 Business Central.

Inputs

customerId

The unique ID of the customer for whom the aged accounts receivable information is to be retrieved.

agedAsOfDate

The period start date for retrieving the aged accounts data.

Get Company Information

1 input

Retrieve the company information from Microsoft Dynamics 365 Business Central.

Inputs

accessToken

OAuth 2.0 access token provided by the authentication process.

Get Customer Details

4 inputs

Retrieve the details of a customer in Business Central by customer ID

Inputs

businesscentralPrefix

The URL prefix for Business Central environment.

companyId

The unique identifier for the company.

customerId

The unique identifier for the customer.

access_token

The OAuth access token for authentication, to be included in the 'Authorization' header as a Bearer token.

Get Opportunities

4 inputs

Retrieve the properties and relationships of a specific opportunity object for Business Central.

Inputs

businesscentralPrefix

The URL prefix for accessing Business Central, replaced based on the environment.

companyId

Unique identifier for the company within Business Central.

opportunityId

Unique identifier for the specific opportunity to be retrieved.

accessToken

OAuth token for authorization, used in the 'Authorization' header as a 'Bearer' token.

Get Vendor

2 inputs

Retrieve the details of a specific vendor from Business Central.

Inputs

businesscentralPrefix

The URL prefix for Business Central which varies according to the environment.

The unique identifier of the company or vendor.

List Products

4 inputs

Retrieve a list of products from the Dynamics 365 API.

Inputs

accessToken

The OAuth 2.0 access token used to authorize API requests.

filter

An optional OData filter expression to limit the results.

expand

An optional OData expand expression to include related entities.

select

An optional OData select expression to specify which fields to return.

Update Contact

3 inputs

Update a contact's first and last name in Microsoft Dataverse.

Inputs

contactid

Unique identifier of the contact.

firstname

Type the contact's first name.

lastname

Type the contact's last name.

About Microsoft Dynamics 365

Available Actions

These are the specific actions that AI agents can perform with this tool

Create New Account

4 inputs

Create a new account record in the system by providing necessary account details.

Inputs

name

Type the company or business name.

accountnumber

Type an ID number or code for the account to quickly search and identify it.

revenue

Type the annual revenue for the account.

address1_city

Type the city for the primary address.

Create New Lead

5 inputs

Create a new lead in the system with the specified details.

Inputs

firstname

Type the first name of the primary contact for the lead.

lastname

Type the last name of the primary contact for the lead.

emailaddress1

Type the primary email address for the lead.

companyname

Type the name of the company associated with the lead.

subject

Type a subject or descriptive name to identify the lead.

Get Aged Accounts Payables

2 inputs

Retrieve the details of aged accounts payable records from Business Central.

Inputs

vendorId

The unique ID of the vendor to filter the aged accounts payable records. Optional parameter.

periodLengthFilter

Specifies the length of the aging periods. Optional parameter to refine results.

Get Aged Accounts Receivable

2 inputs

Retrieve details of a specific aged accounts receivable in Dynamics 365 Business Central.

Inputs

customerId

The unique ID of the customer for whom the aged accounts receivable information is to be retrieved.

agedAsOfDate

The period start date for retrieving the aged accounts data.

Get Company Information

1 input

Retrieve the company information from Microsoft Dynamics 365 Business Central.

Inputs

accessToken

OAuth 2.0 access token provided by the authentication process.

Get Customer Details

4 inputs

Retrieve the details of a customer in Business Central by customer ID

Inputs

businesscentralPrefix

The URL prefix for Business Central environment.

companyId

The unique identifier for the company.

customerId

The unique identifier for the customer.

access_token

The OAuth access token for authentication, to be included in the 'Authorization' header as a Bearer token.

Get Opportunities

4 inputs

Retrieve the properties and relationships of a specific opportunity object for Business Central.

Inputs

businesscentralPrefix

The URL prefix for accessing Business Central, replaced based on the environment.

companyId

Unique identifier for the company within Business Central.

opportunityId

Unique identifier for the specific opportunity to be retrieved.

accessToken

OAuth token for authorization, used in the 'Authorization' header as a 'Bearer' token.

Get Vendor

2 inputs

Retrieve the details of a specific vendor from Business Central.

Inputs

businesscentralPrefix

The URL prefix for Business Central which varies according to the environment.

The unique identifier of the company or vendor.

List Products

4 inputs

Retrieve a list of products from the Dynamics 365 API.

Inputs

accessToken

The OAuth 2.0 access token used to authorize API requests.

filter

An optional OData filter expression to limit the results.

expand

An optional OData expand expression to include related entities.

select

An optional OData select expression to specify which fields to return.

Update Contact

3 inputs

Update a contact's first and last name in Microsoft Dataverse.

Inputs

contactid

Unique identifier of the contact.

firstname

Type the contact's first name.

lastname

Type the contact's last name.