Microsoft Dynamics 365 Sales integration

CRM · 11 actions · OAuth auth

CRM platform for managing accounts, contacts, appointments, and custom entities via the Dynamics 365 Web API

Put Microsoft Dynamics 365 Sales to work View Microsoft Dynamics 365 Sales integration docs

Overview

The ModuleX Microsoft Dynamics 365 Sales integration lets a ModuleX agent operate Microsoft Dynamics 365 Sales on your behalf — running create, update and find actions across appointments, custom entities and contacts — directly from a plain-English request, using your organization's own Microsoft Dynamics 365 Sales credentials. No pre-built workflow is required: the agent picks the right Microsoft Dynamics 365 Sales action for the task.

Microsoft Dynamics 365 Sales is a crm platform. ModuleX adds the agent layer: ask for an outcome and it selects and runs the right Microsoft Dynamics 365 Sales action — or, when you want a repeatable process, the composer assembles a Microsoft Dynamics 365 Sales workflow for you, streaming the nodes onto the canvas as it builds.

Ask the assistant

Drive Microsoft Dynamics 365 Sales in plain English

Type what you want. A ModuleX agent picks the right Microsoft Dynamics 365 Sales action — or chains several — and runs it. No workflow to build.

Create a new appointment linked to an account with a required attendee (system user)
resolves tocreate_appointment
Find the appointment I describe and update it
resolves tolist_appointmentsupdate_appointment
Show me the contacts that match what I describe
resolves tofind_contact

Use cases

What you can automate with Microsoft Dynamics 365 Sales

Find the right appointment and update it in one promptlist_appointmentsupdate_appointment
Create a custom entity straight from a requestcreate_custom_entity
Find the contacts that match what you describefind_contact
Look up an account on demandget_account
Pull a list of appointment categories for a reportlist_appointment_categories

At a glance

Microsoft Dynamics 365 Sales integration at a glance

VendorMicrosoft Dynamics 365 Sales

CategoryCRM

Actions available11

AuthenticationOAuth

Uses your own credentialsYes

Works with the assistantYes

Works in the composerYes

Multi-step / tool-chainingYes

Technical referenceView docs

Integration version1.0.0

Last updatedJun 2026

Reference

All 11 Microsoft Dynamics 365 Sales actions

Appointments3

create_appointment

Create a new appointment linked to an account with a required attendee (system user)

list_appointments

List appointments ordered by scheduled start descending

update_appointment

Update an existing appointment (only supplied fields are modified)

Custom Entities1

create_custom_entity

Create a custom entity definition in Dynamics 365

Contacts1

find_contact

Search for a contact by ID, name, or custom OData filter

Accounts3

get_account

Retrieve a single account by its GUID

list_accounts

List accounts with optional OData filter and pagination

search_accounts

Search accounts by company name substring

Appointment Categories1

list_appointment_categories

List available appointment category values from metadata or existing rows

Appointment Category Options1

list_appointment_category_options

Retrieve available options for the appointment Category picklist field

Solution ID Options1

list_solution_id_options

Retrieve available solutions with their IDs and names

See full parameters and response schemas in the Microsoft Dynamics 365 Sales integration docs

Two ways

Two ways to use Microsoft Dynamics 365 Sales in ModuleX

Ask the assistantType what you want done and a ModuleX agent picks the right Microsoft Dynamics 365 Sales action and runs it — no workflow to build.

Compose a workflowNeed it to happen every time? Describe the process and the composer wires Microsoft Dynamics 365 Sales into a repeatable workflow you can run on a schedule, from chat, or as an API.

Security

Connecting Microsoft Dynamics 365 Sales

OAuthMicrosoft Dynamics 365 Sales uses OAuth. You connect your Microsoft Dynamics 365 Sales account once; ModuleX stores the access token encrypted and scoped to your organization, so your team shares a single secure connection.

Step-by-step setup in the Microsoft Dynamics 365 Sales docs

Pairs well with Microsoft Dynamics 365 Sales

Agents often chain Microsoft Dynamics 365 Sales with these — connect them once and the agent can use all of them in a single task.

FAQ

Microsoft Dynamics 365 Sales + ModuleX FAQ

A ModuleX agent can run any of Microsoft Dynamics 365 Sales's 11 actions — across appointments, custom entities, contacts and accounts — from a plain-English request, using your organization's own Microsoft Dynamics 365 Sales credentials.

No. The agent selects the right Microsoft Dynamics 365 Sales action from your prompt. A workflow is only needed when you want a repeatable process — and the composer builds that for you from a description.

Through OAuth — you connect your Microsoft Dynamics 365 Sales account once and ModuleX stores the token encrypted, scoped to your organization.

11, spanning appointments, custom entities, contacts and accounts.

Microsoft Dynamics 365 Sales runs on your own credentials, so any Microsoft Dynamics 365 Sales usage is billed by Microsoft Dynamics 365 Sales directly. ModuleX meters the agent run — and if you connect your own model keys, there's no ModuleX markup on model usage.

Put Microsoft Dynamics 365 Sales to work in ModuleX.

Connect Microsoft Dynamics 365 Sales once with your own credentials and let your agent run all 11 actions on demand.

Put Microsoft Dynamics 365 Sales to work View technical docs

Last updated: Jun 2026Browse all 175 integrations →