# Microsoft Dynamics 365 Sales MCP Integration

> Cierre más negocios y aumente la eficiencia de los vendedores con una solución CRM impulsada por IA.

## Overview

| Property | Value |
|----------|-------|
| Category | CRM & Ventas |
| Type | PIPEDREAM |
| Tools | 11 |
| URL | https://jelou.ai/es/marketplace/microsoft_dynamics_365_sales |

## Available Tools (11)

### 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](https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/create-table-row) and the [appointment entity reference](https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/appointment)

### Crear entidad personalizada

Devuelve únicamente el texto traducido sin explicaciones.

Crear una entidad personalizada. [Consultar la documentación](https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/create-update-entity-definitions-using-web-api)

Devuelve únicamente el texto traducido sin explicaciones.

### Buscar contacto

Buscar un contacto por ID, nombre o mediante un filtro personalizado. [Consulta la documentación](https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/query/overview)

Devuelve solo el texto traducido sin explicaciones.

### Get Account

Retrieve a single account by GUID. [See the documentation](https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/account)

### List Accounts

List accounts with selected fields (`accountid`, `name`, phone, email, primary contact). [See the documentation](https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/query-data-web-api)

### 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](https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/query-metadata-web-api)

### 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](https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/appointment)

### 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](https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/query/filter-rows)

### Update Appointment

Patch an appointment; only supplied fields are sent. Use **List Appointment Categories** for category values. [See the documentation](https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/update-and-delete-rows-using-web-api) and the [appointment entity reference](https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/reference/appointment)

## Supported Channels

This integration works with:
- WhatsApp Business API
- Facebook Messenger
- Instagram Direct Messages
- Web Chat Widget

## AI Assistants Compatible

- ChatGPT (via MCP)
- Claude (via MCP)
- Gemini (via MCP)
- Custom AI Agents

## Quick Start

1. Sign up at https://apps.jelou.ai/signup
2. Navigate to Marketplace and add Microsoft Dynamics 365 Sales
3. Authenticate your Microsoft Dynamics 365 Sales account
4. Configure your messaging channels (WhatsApp, Facebook, etc.)
5. Copy the MCP server URL to your AI assistant

## Example Use Cases

- Automate customer inquiries using Microsoft Dynamics 365 Sales data
- Send notifications via WhatsApp when Microsoft Dynamics 365 Sales events occur
- Query Microsoft Dynamics 365 Sales data directly from ChatGPT or Claude
- Build AI agents that interact with Microsoft Dynamics 365 Sales

## Resources

- [All Integrations](https://jelou.ai/es/marketplace)
- [Full Documentation](https://jelou.ai/llms-full.txt)
- [API Docs](https://docs.jelou.ai)
- [Help Center](https://help.jelou.ai)