dynamics-365-automationlisted

# 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](https://composio.dev/toolkits/dynamics365) --- ## 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`. --- ## 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 o