How do I connect my Dynamics 365 account?

Use the RUBE_MANAGE_CONNECTIONS tool within the MCP environment to authenticate and establish a secure connection to your Dynamics 365 instance.

What is the correct format for referencing related entities?

Related entities should follow the format '/entityset(GUID)', such as '/accounts(00000000-0000-0000-0000-000000000000)'.

Does this skill support both Sales and Service hubs?

Yes, it provides tools for managing sales entities like leads and opportunities, as well as service entities like support cases and incidents.

Can I filter CRM records using specific criteria?

Yes, the skill supports OData filter syntax (e.g., contains(fullname,'John')), allowing you to perform granular searches for specific records.

Can I update existing sales orders and opportunities?

Absolutely. The skill includes specific update tools for leads, opportunities, and sales orders to keep your pipeline current.

Dynamics 365 CRM Automation

Name: Dynamics 365 CRM Automation
Author: ComposioHQ

byComposioHQ

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47,561

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Productividad y Flujo de Trabajo

Automates Microsoft Dynamics 365 CRM operations to manage leads, opportunities, sales orders, and customer support cases directly through Claude.

This skill empowers Claude to interact seamlessly with Microsoft Dynamics 365, providing a robust interface for managing the entire customer lifecycle. From qualifying leads and updating sales opportunities to generating invoices and tracking support incidents, it streamlines CRM workflows by leveraging the Dynamics CRM Web API. It is particularly useful for sales teams, support agents, and developers who need to perform bulk operations or automate repetitive data entry tasks within the Dynamics ecosystem without leaving their development environment.

Características Principales

01Streamlined sales order and invoice generation

02Automated sales opportunity tracking and updates

03Customer support case creation and incident tracking

04Advanced record filtering using OData syntax

0547,561 GitHub stars

06End-to-end lead and account lifecycle management

Casos de Uso

01Generating professional invoices and sales orders during the sales process

02Automating lead qualification and data entry from external sources

03Creating and prioritizing customer support tickets via AI-driven analysis

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add composiohq/awesome-claude-skills dynamics365-automation

For use in Claude.ai and ChatGPT

Características Principales

01Streamlined sales order and invoice generation

02Automated sales opportunity tracking and updates

03Customer support case creation and incident tracking

04Advanced record filtering using OData syntax

0547,561 GitHub stars

06End-to-end lead and account lifecycle management

Casos de Uso

01Generating professional invoices and sales orders during the sales process

02Automating lead qualification and data entry from external sources

03Creating and prioritizing customer support tickets via AI-driven analysis

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add composiohq/awesome-claude-skills dynamics365-automation

For use in Claude.ai and ChatGPT