Skillshub Dynamics 365 Automation

Dynamics 365 Automation: manage CRM contacts, accounts, leads, opportunities, sales orders, invoices, and cases via the Dynamics CRM Web API

install

source · Clone the upstream repo

git clone https://github.com/ComeOnOliver/skillshub

Claude Code · Install into ~/.claude/skills/

T=$(mktemp -d) && git clone --depth=1 https://github.com/ComeOnOliver/skillshub "$T" && mkdir -p ~/.claude/skills && cp -r "$T/skills/ComposioHQ/awesome-claude-skills/dynamics365-automation" ~/.claude/skills/comeonoliver-skillshub-dynamics-365-automation && rm -rf "$T"

manifest: skills/ComposioHQ/awesome-claude-skills/dynamics365-automation/SKILL.md

source content

Dynamics 365 Automation

Automate Microsoft Dynamics 365 CRM operations including creating and updating contacts, accounts, leads, opportunities, sales orders, invoices, and support cases.

Toolkit docs: composio.dev/toolkits/dynamics365

Setup

This skill requires the Rube MCP server connected at

https://rube.app/mcp

Before executing any tools, ensure an active connection exists for the

dynamics365

toolkit. If no connection is active, initiate one via

RUBE_MANAGE_CONNECTIONS

Core Workflows

1. Manage Leads

Create, update, retrieve, and list lead records.

Tools:

```
DYNAMICS365_DYNAMICSCRM_CREATE_LEAD
```
-- Create a new lead
```
DYNAMICS365_DYNAMICSCRM_UPDATE_LEAD
```
-- Update an existing lead
```
DYNAMICS365_DYNAMICSCRM_GET_A_LEAD
```
-- Retrieve a lead by GUID
```
DYNAMICS365_DYNAMICSCRM_GET_ALL_LEADS
```
-- List/filter all leads

Key Parameters for

DYNAMICS365_DYNAMICSCRM_CREATE_LEAD

```
firstname
```
-- First name of the lead
```
lastname
```
-- Last name of the lead
```
emailaddress1
```
-- Primary email address
```
telephone1
```
-- Primary phone number
```
companyname
```
-- Associated company name
```
subject
```
-- Brief title/description

Key Parameters for

DYNAMICS365_DYNAMICSCRM_GET_ALL_LEADS

```
filter
```
-- OData filter, e.g.,
```
"contains(fullname,'John')"
```
```
select
```
-- Fields to return, e.g.,
```
"fullname,emailaddress1"
```
```
orderby
```
-- Sort expression, e.g.,
```
"createdon desc"
```
```
top
```
-- Max number of results

Example:

Tool: DYNAMICS365_DYNAMICSCRM_CREATE_LEAD
Arguments:
  firstname: "Jane"
  lastname: "Smith"
  emailaddress1: "jane.smith@example.com"
  companyname: "Acme Corp"
  subject: "Interested in Enterprise plan"

2. Manage Accounts

Create and organize account (company) records in the CRM.

Tool:

DYNAMICS365_DYNAMICSCRM_CREATE_ACCOUNT

Key Parameters:

```
name
```
-- Account/company name
```
description
```
-- Description of the account
```
revenue
```
-- Revenue amount (number)
```
accountcategorycode
```
-- Category code (integer, default: 1)
```
creditonhold
```
-- Whether account is on credit hold (boolean)

Example:

Tool: DYNAMICS365_DYNAMICSCRM_CREATE_ACCOUNT
Arguments:
  name: "Contoso Ltd"
  description: "Strategic partner for cloud services"
  revenue: 5000000
  creditonhold: false

3. Manage Contacts

Create detailed contact records with address and phone information.

Tool:

DYNAMICS365_DYNAMICSCRM_CREATE_CONTACT

Key Parameters:

```
firstname
```
,
```
lastname
```
-- Contact name
```
emailaddress1
```
-- Primary email
```
telephone1
```
-- Primary phone
```
mobilephone
```
-- Mobile phone
```
jobtitle
```
-- Job title

address1_city

address1_stateorprovince

address1_postalcode

address1_country

-- Address fields

Example:

Tool: DYNAMICS365_DYNAMICSCRM_CREATE_CONTACT
Arguments:
  firstname: "Bob"
  lastname: "Johnson"
  emailaddress1: "bob.johnson@example.com"
  jobtitle: "VP of Engineering"
  address1_city: "Seattle"
  address1_stateorprovince: "WA"

4. Manage Opportunities

Create and update sales opportunities with estimated values and close dates.

Tools:

DYNAMICS365_DYNAMICSCRM_CREATE_OPPORTUNITY

-- Create a new opportunity

DYNAMICS365_DYNAMICSCRM_UPDATE_OPPORTUNITY

-- Update an existing opportunity

Key Parameters for

DYNAMICS365_DYNAMICSCRM_CREATE_OPPORTUNITY

```
name
```
(required) -- Opportunity title
```
description
```
-- Brief description
```
estimatedvalue
```
-- Anticipated revenue (number)
```
estimatedclosedate
```
-- Expected close date in
```
YYYY-MM-DD
```
format
```
customer_account_id
```
-- GUID of the related account (no curly braces)
```
customer_contact_id
```
-- GUID of the related contact (no curly braces)

Key Parameters for

DYNAMICS365_DYNAMICSCRM_UPDATE_OPPORTUNITY

```
opportunity_id
```
(required) -- GUID of the opportunity
```
opportunityratingcode
```
-- 1 (Cold), 2 (Warm), 3 (Hot)
```
salesstagecode
```
-- 1 (Qualify), 2 (Develop), 3 (Propose)

Example:

Tool: DYNAMICS365_DYNAMICSCRM_CREATE_OPPORTUNITY
Arguments:
  name: "Enterprise Cloud Migration"
  estimatedvalue: 250000
  estimatedclosedate: "2026-06-30"
  description: "Full cloud migration project for Contoso"

5. Manage Sales Orders and Invoices

Create and update sales orders; generate invoices for billing.

Tools:

DYNAMICS365_DYNAMICSCRM_CREATE_SALES_ORDER

-- Create a new sales order

DYNAMICS365_DYNAMICSCRM_UPDATE_SALES_ORDER

-- Update an existing sales order

```
DYNAMICS365_DYNAMICSCRM_CREATE_INVOICE
```
-- Create a new invoice

Key Parameters for

DYNAMICS365_DYNAMICSCRM_CREATE_SALES_ORDER

```
name
```
-- Sales order name
```
description
```
-- Description
```
account_id
```
-- Reference to account, format:
```
"/accounts(GUID)"
```

currency_id

-- Currency reference, format:

"/transactioncurrencies(GUID)"

```
price_level_id
```
-- Price list reference, format:
```
"/pricelevels(GUID)"
```

Key Parameters for

DYNAMICS365_DYNAMICSCRM_UPDATE_SALES_ORDER

```
salesorder_id
```
(required) -- GUID of the sales order
```
name
```
-- Updated name
```
discountamount
```
-- Updated discount
```
freightamount
```
-- Updated shipping cost

Key Parameters for

DYNAMICS365_DYNAMICSCRM_CREATE_INVOICE

```
name
```
-- Invoice name/number, e.g.,
```
"Invoice #12345"
```
```
description
```
-- Invoice description
```
account_id
```
-- Related account reference
```
currency_id
```
-- Currency reference
```
price_level_id
```
-- Price list reference

6. Create Support Cases

Create incident/case records for customer support tracking.

Tool:

DYNAMICS365_DYNAMICSCRM_CREATE_CASE

Key Parameters:

```
title
```
-- Subject/title of the case
```
description
```
-- Detailed description
```
prioritycode
```
-- 1 (Low), 2 (Normal), 3 (High)
```
caseorigincode
```
-- 1 (Phone), 2 (Email), 3 (Web)
```
account_id
```
-- Related account, format:
```
"/accounts(GUID)"
```
```
contact_id
```
-- Related contact, format:
```
"/contacts(GUID)"
```

Example:

Tool: DYNAMICS365_DYNAMICSCRM_CREATE_CASE
Arguments:
  title: "Login issue reported by customer"
  description: "Customer unable to access portal since Feb 10"
  prioritycode: 3
  caseorigincode: 2

Known Pitfalls

Pitfall	Detail
GUID format	All entity IDs are GUIDs (e.g., `"00000000-0000-0000-0000-000000000000"` ). Do not include curly braces for opportunity/contact references.
Reference format	Related entity references use the format `"/entityset(GUID)"` (e.g., `"/accounts(abc-123)"` ). Missing the leading slash or parentheses causes errors.
OData filter syntax	Use Dynamics 365 OData syntax for `filter` (e.g., `contains(fullname,'John')` ). Incorrect syntax returns empty or error responses.
user_id default	Most tools default `user_id` to `"me"` for the authenticated user. Override only when acting on behalf of another user.
Required fields	`CREATE_OPPORTUNITY` requires `name` . Other create tools have no strict required fields but will create empty records without data.

Quick Reference

Tool Slug	Description
`DYNAMICS365_DYNAMICSCRM_CREATE_LEAD`	Create a new lead record
`DYNAMICS365_DYNAMICSCRM_UPDATE_LEAD`	Update an existing lead
`DYNAMICS365_DYNAMICSCRM_GET_A_LEAD`	Retrieve a lead by GUID
`DYNAMICS365_DYNAMICSCRM_GET_ALL_LEADS`	List/filter all leads
`DYNAMICS365_DYNAMICSCRM_CREATE_ACCOUNT`	Create a new account
`DYNAMICS365_DYNAMICSCRM_CREATE_CONTACT`	Create a new contact
`DYNAMICS365_DYNAMICSCRM_CREATE_OPPORTUNITY`	Create a new opportunity
`DYNAMICS365_DYNAMICSCRM_UPDATE_OPPORTUNITY`	Update an existing opportunity
`DYNAMICS365_DYNAMICSCRM_CREATE_SALES_ORDER`	Create a new sales order
`DYNAMICS365_DYNAMICSCRM_UPDATE_SALES_ORDER`	Update an existing sales order
`DYNAMICS365_DYNAMICSCRM_CREATE_INVOICE`	Create a new invoice
`DYNAMICS365_DYNAMICSCRM_CREATE_CASE`	Create a support case/incident