composio-skills-reference/dynamics365-automation/SKILL.md

name, description, requires

name	description	requires
Dynamics 365 Automation	Dynamics 365 Automation: manage CRM contacts, accounts, leads, opportunities, sales orders, invoices, and cases via the Dynamics CRM Web API	mcp rube

Dynamics 365 Automation

Automate Microsoft Dynamics 365 CRM operations including creating and updating contacts, accounts, leads, opportunities, sales orders, invoices, and support cases.

Toolkit docs: composio.dev/toolkits/dynamics365

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Setup

This skill requires the Rube MCP server connected at https://rube.app/mcp.

Before executing any tools, ensure an active connection exists for the dynamics365 toolkit. If no connection is active, initiate one via RUBE_MANAGE_CONNECTIONS.

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Core Workflows

1. Manage Leads

Create, update, retrieve, and list lead records.

Tools:

• DYNAMICS365_DYNAMICSCRM_CREATE_LEAD -- Create a new lead
• DYNAMICS365_DYNAMICSCRM_UPDATE_LEAD -- Update an existing lead
• DYNAMICS365_DYNAMICSCRM_GET_A_LEAD -- Retrieve a lead by GUID
• DYNAMICS365_DYNAMICSCRM_GET_ALL_LEADS -- List/filter all leads

Key Parameters for DYNAMICS365_DYNAMICSCRM_CREATE_LEAD:

• firstname -- First name of the lead
• lastname -- Last name of the lead
• emailaddress1 -- Primary email address
• telephone1 -- Primary phone number
• companyname -- Associated company name
• subject -- Brief title/description

Key Parameters for DYNAMICS365_DYNAMICSCRM_GET_ALL_LEADS:

• filter -- OData filter, e.g., "contains(fullname,'John')"
• select -- Fields to return, e.g., "fullname,emailaddress1"
• orderby -- Sort expression, e.g., "createdon desc"
• top -- Max number of results

Example:

Tool: DYNAMICS365_DYNAMICSCRM_CREATE_LEAD
Arguments:
  firstname: "Jane"
  lastname: "Smith"
  emailaddress1: "jane.smith@example.com"
  companyname: "Acme Corp"
  subject: "Interested in Enterprise plan"

---

2. Manage Accounts

Create and organize account (company) records in the CRM.

Tool: DYNAMICS365_DYNAMICSCRM_CREATE_ACCOUNT

Key Parameters:

• name -- Account/company name
• description -- Description of the account
• revenue -- Revenue amount (number)
• accountcategorycode -- Category code (integer, default: 1)
• creditonhold -- Whether account is on credit hold (boolean)

Example:

Tool: DYNAMICS365_DYNAMICSCRM_CREATE_ACCOUNT
Arguments:
  name: "Contoso Ltd"
  description: "Strategic partner for cloud services"
  revenue: 5000000
  creditonhold: false

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3. Manage Contacts

Create detailed contact records with address and phone information.

Tool: DYNAMICS365_DYNAMICSCRM_CREATE_CONTACT

Key Parameters:

• firstname, lastname -- Contact name
• emailaddress1 -- Primary email
• telephone1 -- Primary phone
• mobilephone -- Mobile phone
• jobtitle -- Job title
• address1_city, address1_stateorprovince, address1_postalcode, address1_country -- Address fields

Example:

Tool: DYNAMICS365_DYNAMICSCRM_CREATE_CONTACT
Arguments:
  firstname: "Bob"
  lastname: "Johnson"
  emailaddress1: "bob.johnson@example.com"
  jobtitle: "VP of Engineering"
  address1_city: "Seattle"
  address1_stateorprovince: "WA"

---

4. Manage Opportunities

Create and update sales opportunities with estimated values and close dates.

Tools:

• DYNAMICS365_DYNAMICSCRM_CREATE_OPPORTUNITY -- Create a new opportunity
• DYNAMICS365_DYNAMICSCRM_UPDATE_OPPORTUNITY -- Update an existing opportunity

Key Parameters for DYNAMICS365_DYNAMICSCRM_CREATE_OPPORTUNITY:

• name (required) -- Opportunity title
• description -- Brief description
• estimatedvalue -- Anticipated revenue (number)
• estimatedclosedate -- Expected close date in YYYY-MM-DD format
• customer_account_id -- GUID of the related account (no curly braces)
• customer_contact_id -- GUID of the related contact (no curly braces)

Key Parameters for DYNAMICS365_DYNAMICSCRM_UPDATE_OPPORTUNITY:

• opportunity_id (required) -- GUID of the opportunity
• opportunityratingcode -- 1 (Cold), 2 (Warm), 3 (Hot)
• salesstagecode -- 1 (Qualify), 2 (Develop), 3 (Propose)

Example:

Tool: DYNAMICS365_DYNAMICSCRM_CREATE_OPPORTUNITY
Arguments:
  name: "Enterprise Cloud Migration"
  estimatedvalue: 250000
  estimatedclosedate: "2026-06-30"
  description: "Full cloud migration project for Contoso"

---

5. Manage Sales Orders and Invoices

Create and update sales orders; generate invoices for billing.

Tools:

• DYNAMICS365_DYNAMICSCRM_CREATE_SALES_ORDER -- Create a new sales order
• DYNAMICS365_DYNAMICSCRM_UPDATE_SALES_ORDER -- Update an existing sales order
• DYNAMICS365_DYNAMICSCRM_CREATE_INVOICE -- Create a new invoice

Key Parameters for DYNAMICS365_DYNAMICSCRM_CREATE_SALES_ORDER:

• name -- Sales order name
• description -- Description
• account_id -- Reference to account, format: "/accounts(GUID)"
• currency_id -- Currency reference, format: "/transactioncurrencies(GUID)"
• price_level_id -- Price list reference, format: "/pricelevels(GUID)"

Key Parameters for DYNAMICS365_DYNAMICSCRM_UPDATE_SALES_ORDER:

• salesorder_id (required) -- GUID of the sales order
• name -- Updated name
• discountamount -- Updated discount
• freightamount -- Updated shipping cost

Key Parameters for DYNAMICS365_DYNAMICSCRM_CREATE_INVOICE:

• name -- Invoice name/number, e.g., "Invoice #12345"
• description -- Invoice description
• account_id -- Related account reference
• currency_id -- Currency reference
• price_level_id -- Price list reference

---

6. Create Support Cases

Create incident/case records for customer support tracking.

Tool: DYNAMICS365_DYNAMICSCRM_CREATE_CASE

Key Parameters:

• title -- Subject/title of the case
• description -- Detailed description
• prioritycode -- 1 (Low), 2 (Normal), 3 (High)
• caseorigincode -- 1 (Phone), 2 (Email), 3 (Web)
• account_id -- Related account, format: "/accounts(GUID)"
• contact_id -- Related contact, format: "/contacts(GUID)"

Example:

Tool: DYNAMICS365_DYNAMICSCRM_CREATE_CASE
Arguments:
  title: "Login issue reported by customer"
  description: "Customer unable to access portal since Feb 10"
  prioritycode: 3
  caseorigincode: 2

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Known Pitfalls

Pitfall	Detail
GUID format	All entity IDs are GUIDs (e.g., "00000000-0000-0000-0000-000000000000"). Do not include curly braces for opportunity/contact references.
Reference format	Related entity references use the format "/entityset(GUID)" (e.g., "/accounts(abc-123)"). Missing the leading slash or parentheses causes errors.
OData filter syntax	Use Dynamics 365 OData syntax for filter (e.g., contains(fullname,'John')). Incorrect syntax returns empty or error responses.
user_id default	Most tools default user_id to "me" for the authenticated user. Override only when acting on behalf of another user.
Required fields	CREATE_OPPORTUNITY requires name. Other create tools have no strict required fields but will create empty records without data.

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Quick Reference

Tool Slug	Description
DYNAMICS365_DYNAMICSCRM_CREATE_LEAD	Create a new lead record
DYNAMICS365_DYNAMICSCRM_UPDATE_LEAD	Update an existing lead
DYNAMICS365_DYNAMICSCRM_GET_A_LEAD	Retrieve a lead by GUID
DYNAMICS365_DYNAMICSCRM_GET_ALL_LEADS	List/filter all leads
DYNAMICS365_DYNAMICSCRM_CREATE_ACCOUNT	Create a new account
DYNAMICS365_DYNAMICSCRM_CREATE_CONTACT	Create a new contact
DYNAMICS365_DYNAMICSCRM_CREATE_OPPORTUNITY	Create a new opportunity
DYNAMICS365_DYNAMICSCRM_UPDATE_OPPORTUNITY	Update an existing opportunity
DYNAMICS365_DYNAMICSCRM_CREATE_SALES_ORDER	Create a new sales order
DYNAMICS365_DYNAMICSCRM_UPDATE_SALES_ORDER	Update an existing sales order
DYNAMICS365_DYNAMICSCRM_CREATE_INVOICE	Create a new invoice
DYNAMICS365_DYNAMICSCRM_CREATE_CASE	Create a support case/incident

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