Microsoft Dynamics 365 Sales
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AI Compatible
Tools
Create Appointment
Create a new appointment linked to an account with a required attendee (system user). Use **List Appointment Categories** for valid category values. See the documentation and the appointment entity reference
Create Custom Entity
Create a custom entity. See the documentation Return only the translated text without explanations.
Find Contact
Search for a contact by id, name, or using a custom filter. See the documentation
Get Account
Retrieve a single account by GUID. See the documentation
List Accounts
List accounts with selected fields (accountid, name, phone, email, primary contact). See the documentation
List Appointment Categories
List Category of Appointment options for the custom attribute used by create/update appointment actions (loaded from metadata or distinct values on existing rows). See the documentation
List Appointment Category Options
Retrieves available options for the Category of appointment field.
List Appointments
List appointments (full entity per row, ordered by scheduled start descending). See the documentation
List Solution ID Options
Retrieves available options for the Solution ID field.
Search Accounts
Search accounts by company name using contains(name, …). See the documentation
Update Appointment
Patch an appointment; only supplied fields are sent. Use **List Appointment Categories** for category values. See the documentation and the appointment entity reference