Dynamics 365 FAQs

Question 1

What can I do with this tool?

Accepted Answer

You can fetch user details, retrieve and manage Dynamics 365 accounts, get opportunities associated with accounts, and create/update accounts. All this enables better integration with platforms like Claude Desktop.

Question 2

What is the Dynamics 365 MCP Server?

Accepted Answer

It's a server that lets you interact with Microsoft Dynamics 365 using the Model Context Protocol (MCP). It allows you to retrieve user information, manage accounts, and handle opportunities directly from applications like Claude Desktop.

Question 3

What is Model Context Protocol (MCP)?

Accepted Answer

Model Context Protocol (MCP) is a protocol by Anthropic used for tools to interact with each other. This server implements the MCP to interact with Dynamics 365.

Question 4

What are the prerequisites for using this tool?

Accepted Answer

You'll need Node.js (v16+), NPM, a Dynamics 365 instance with API access, and an Azure Active Directory (AAD) application configured for Dynamics 365 API access.

Question 5

How do I configure this server with Claude Desktop?

Accepted Answer

You can configure the MCP server with Claude Desktop by editing the claude_desktop_config.json file. You'll need to specify the command to run the server, any arguments, and relevant environment variables like your Dynamics 365 Client ID, Secret and URL.

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