What can I automate with Dynamics 365?

Start a workflow or agent when New Account, Created or Updated Account or New Case happens in Dynamics 365, then Create Account, Update Account or Delete Account, alongside 200+ other apps.

Can an AI agent update Dynamics 365?

Yes, when you add Dynamics 365 actions to its tools. You can pin fields, limit values and require approval before it acts, and every action is recorded in the Event Logs.

Do I need to write code?

No. Pick a trigger and actions in the builder, or describe what you want and Copilot sets it up.

What if the Dynamics 365 action I need isn't listed?

Call the Dynamics 365 API from any REST API step. On the Enterprise plan, talk to us about adding it.

Sales & CRM

Dynamics 365 integration

Start workflows and AI agents from Dynamics 365 events, and let agents act in Dynamics 365 within the limits you set.

12 triggers
24 actions
MCP server

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Dynamics 365 triggers and actions

Every Dynamics 365 trigger and action you can use in Konnectify workflows and AI agents.

Trigger: New Account
This trigger fires whenever a new account is created in your D365 instance.
Trigger: Created or Updated Account
This trigger fires whenever an existing account is created or modified in your D365 instance.
Trigger: New Case
This trigger fires whenever a new case is created in your D365 instance.
Trigger: Created or Updated Case
This trigger fires whenever an existing case is created or modified in your D365 instance.
Trigger: New Contact
This trigger fires whenever a new contact is created in your D365 instance.
Trigger: Created or Updated Contact
This trigger fires whenever an existing contact is created or modified in your D365 instance.
Trigger: New Lead
This trigger fires whenever a new lead is created in your D365 instance.
Trigger: Created or Updated Lead
This trigger fires whenever an existing lead is created or modified in your D365 instance.
Trigger: New Invoice
This trigger fires whenever a new invoice is created in your D365 instance.
Trigger: Created or Updated Invoice
This trigger fires whenever an existing invoice is created or modified in your D365 instance.
Trigger: New Opportunity
This trigger fires whenever a new opportunity is created in your D365 instance.
Trigger: Created or Updated Opportunity
This trigger fires whenever an existing opportunity is created or modified in your D365 instance.
Action: Create Account
Creates a new account in Dynamics 365.
Action: Update Account
Updates an existing account in Dynamics 365 by its ID.
Action: Delete Account
Permanently deletes a account from Dynamics 365.
Action: Get Account by ID
Gets a single account record from Dynamics 365.
Action: Create Case
Creates a new case in Dynamics 365.
Action: Update Case
Updates an existing case in Dynamics 365 by its ID.
Action: Delete Case
Permanently deletes a case from Dynamics 365.
Action: Get Case by ID
Gets a single case record from Dynamics 365.
Action: Create Contact
Creates a new contact in Dynamics 365.
Action: Update Contact
Updates an existing contact in Dynamics 365 by its ID.
Action: Delete Contact
Permanently deletes a contact from Dynamics 365.
Action: Get Contact by ID
Gets a single contact record from Dynamics 365.
Action: Create Lead
Creates a new lead in Dynamics 365.
Action: Update Lead
Updates an existing lead in Dynamics 365 by its ID.
Action: Delete Lead
Permanently deletes a lead from Dynamics 365.
Action: Get Lead by ID
Gets a single lead record from Dynamics 365.
Action: Create Invoice
Creates a new invoice in Dynamics 365.
Action: Update Invoice
Updates an existing invoice in Dynamics 365 by its ID.
Action: Delete Invoice
Permanently deletes a invoice from Dynamics 365.
Action: Get Invoice by ID
Gets a single invoice record from Dynamics 365.
Action: Create Opportunity
Creates a new opportunity in Dynamics 365.
Action: Update Opportunity
Updates an existing opportunity in Dynamics 365 by its ID.
Action: Delete Opportunity
Permanently deletes a opportunity from Dynamics 365.
Action: Get Opportunity by ID
Gets a single opportunity record from Dynamics 365.

Showing 12 of 36

Use Dynamics 365 in an AI agent

Add any Dynamics 365 action to an agent as a tool. The agent decides when to use it; you set the limits. Pin fields it can't change, limit fields to allowed values, and require approval before it acts. Every action is recorded in the Event Logs.

How AI agents work

Connect Dynamics 365 with other apps

See what you can automate between Dynamics 365 and another app, with workflows and AI agents.

Which app do you want to connect with Dynamics 365?

Dynamics 365

Pick any of 201 apps to see what it can do with Dynamics 365.

Dynamics 365 and AI

Add AI steps to Dynamics 365 workflows
Summarise, classify or draft with ChatGPT, Claude or Gemini inside a workflow.Dynamics 365 + ChatGPT Dynamics 365 + Claude Dynamics 365 + Gemini
Use Dynamics 365 actions from Claude or ChatGPT
Expose the Dynamics 365 actions you choose to Claude, ChatGPT or another MCP client through an MCP server you control.
Set up an MCP server

FAQ

Got questions?

If you can't find what you're looking for, talk to our team.

Yes. Konnectify connects to Dynamics 365 with 12 triggers and 24 actions, which you can use in workflows, AI workflows and AI agents.

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