How to integrate Dynamics365 MCP with Grok Build

Associate an existing contact with an existing account in Dynamics 365.

Assign a security role to a system user in the connected Dataverse environment.

Sets an existing contact's parent account, replacing any current parent customer.

Clear an existing account's description to null without deleting the account.

Create a text or attachment note, optionally linked to a supported record.

Create a Dataverse appointment from writable logical column values and return the created row.

Create and store a draft email activity without sending it.

Create a Dataverse invoice line item from writable logical column values and return the created row.

Create a Dataverse opportunity line item from writable logical column values and return the created row.

Record a CRM phone-call activity; this does not place a telephone call.

Create a Dataverse price list from writable logical column values and return the created row.

Create a Dataverse catalog product and return its selected representation.

Add an existing product and unit to an existing Dynamics price list.

Create a Dataverse quote from writable logical column values and return the created row.

Create a Dataverse quote line item from writable logical column values and return the created row.

Create a Dataverse sales order line item from writable logical column values and return the created row.

Create a Dataverse social activity and return its stored representation.

Create a Dataverse system user from writable logical column values and return the created row.

Create a Dataverse task activity and return its selected representation.

Create a Dataverse transaction currency from writable logical column values and return the created row.

Delete a Dataverse account by GUID.

Delete a Dataverse appointment by GUID.

Delete a Dataverse case by GUID.

Delete a Dataverse contact by GUID.

Delete a Dataverse email activity by GUID.

Delete a Dataverse invoice by GUID.

Delete a Dataverse invoice line item by GUID.

Delete a Dataverse lead by GUID.

Delete a Dataverse note by GUID.

Delete a Dataverse opportunity by GUID.

Delete a Dataverse opportunity line item by GUID.

Delete a Dataverse price list by GUID.

Delete a Dataverse product by GUID.

Delete a Dataverse quote by GUID.

Delete a Dataverse quote line item by GUID.

Delete a Dataverse sales order by GUID.

Delete a Dataverse sales order line item by GUID.

Request deletion of a Dataverse system user by GUID.

Delete a Dataverse task by GUID.

Delete a Dataverse transaction currency by GUID.

Remove a contact's parent account relationship without deleting either record.

Creates a new account entity record in Dynamics CRM using the Web API.

Creates a new case (incident) in Dynamics CRM using the Web API.

Creates a new contact entity record in Dynamics CRM using the Web API.

Creates a new invoice entity record in Dynamics CRM using the Web API.

Creates a new lead entity record in Dynamics CRM using the Web API.

Creates a new opportunity entity record in Dynamics CRM using the Web API.

Creates a new sales order entity record in Dynamics CRM using the Web API.

Retrieve a Dynamics CRM invoice by ID, returning selected invoice details such as its number, dates, billing and shipping addresses, amounts and status.

Dynamicscrm get a lead

Retrieve one page of Dynamics CRM leads with optional OData query options.

Updates a case (incident) in Dynamics CRM using the Web API.

Update a Dynamics CRM invoice by ID using the Web API.

Updates an existing Dynamics CRM lead using the Web API.

Updates an existing Dynamics CRM opportunity using the Web API.

Updates an existing Dynamics CRM sales order using the Web API.

Execute a Dataverse multipart batch, optionally containing atomic change sets.

Retrieve a Dataverse account by its GUID, optionally selecting columns and expanding relationships.

Retrieve one page of Dynamics 365 invoices with optional OData query options.

Retrieve a Dataverse appointment by its GUID, optionally selecting columns and expanding relationships.

Retrieve one Dataverse attribute definition by its metadata IDs.

Retrieve a Dataverse case by its GUID, optionally selecting columns and expanding relationships.

Retrieve a Dataverse contact by its GUID, optionally selecting columns and expanding relationships.

Retrieve a Dataverse email activity by its GUID, optionally selecting columns and expanding relationships.

Retrieve a Dataverse invoice line item by its GUID, optionally selecting columns and expanding relationships.

Retrieve a Dataverse note by its GUID, optionally selecting columns and expanding relationships.

Retrieve a Dataverse opportunity by its GUID, optionally selecting columns and expanding relationships.

Retrieve a Dataverse opportunity line item by its GUID, optionally selecting columns and expanding relationships.

Retrieve a Dataverse price list by its GUID, optionally selecting columns and expanding relationships.

Retrieve a Dataverse product by its GUID, optionally selecting columns and expanding relationships.

Retrieve a Dataverse quote by its GUID, optionally selecting columns and expanding relationships.

Retrieve a Dataverse quote line item by its GUID, optionally selecting columns and expanding relationships.

Retrieve a Dataverse sales order by its GUID, optionally selecting columns and expanding relationships.

Retrieve a Dataverse sales order line item by its GUID, optionally selecting columns and expanding relationships.

Retrieve a Dataverse system user by its GUID, optionally selecting columns and expanding relationships.

Retrieve a Dataverse task by its GUID, optionally selecting columns and expanding relationships.

Retrieve a Dataverse transaction currency by its GUID, optionally selecting columns and expanding relationships.

List one page of Dataverse appointments.

Discover Dataverse table definitions and return caller-selected metadata.

List available Dataverse entity sets and their resource URLs, not table rows.

List one page of Dataverse invoice line items.

List one page of Dataverse notes.

List one page of Dataverse opportunity line items.

List one page of Dataverse price lists.

List one page of Dataverse products.

List one page of Dataverse quote line items.

List one page of Dataverse quotes.

List one page of Dataverse sales orders.

List one page of Dataverse system users.

List one page of Dataverse transaction currencies.

List or filter Dynamics accounts with projection, ordering, and bounded results.

List, filter, expand, or aggregate Dynamics campaigns.

Return one bounded page of cases; pass next_link back to fetch the next page.

List or filter Dynamics contacts with selected fields and ordering.

Return one bounded page of email activities; pass next_link back to fetch the next page.

Query contacts, incidents, phone calls, activity pointers, opportunities, or sales order details and return one page with its next link.

Return one bounded page of opportunities; pass next_link back to fetch the next page.

Return one bounded page of phone-call activities; pass next_link back to fetch the next page.

Return one bounded page of social activities; pass next_link back to fetch the next page.

Return one bounded page of tasks; pass next_link back to fetch the next page.

Remove an existing contact from an account without deleting either record.

Resolve an active case by creating its incident-resolution activity.

Update only the supplied writable columns of an existing Dataverse account and return the updated row.

Updates only the name of an existing Dynamics 365 account.

Update only the supplied writable columns of an existing Dataverse appointment and return the updated row.

Update only the supplied writable columns of an existing Dataverse contact and return the updated row.

Update only the supplied writable columns of an existing Dataverse email activity and return the updated row.

Update only the supplied writable columns of an existing Dataverse invoice line item and return the updated row.

Update only the supplied writable columns of an existing Dataverse note and return the updated row.

Update only the supplied writable columns of an existing Dataverse opportunity line item and return the updated row.

Update only the supplied writable columns of an existing Dataverse price list and return the updated row.

Update only the supplied writable columns of an existing Dataverse product and return the updated row.

Update only the supplied writable columns of an existing Dataverse quote and return the updated row.

Update only the supplied writable columns of an existing Dataverse quote line item and return the updated row.

Update only the supplied writable columns of an existing Dataverse sales order line item and return the updated row.

Update only the supplied writable columns of an existing Dataverse system user and return the updated row.

Update only the supplied writable columns of an existing Dataverse task and return the updated row.

Update only the supplied writable columns of an existing Dataverse transaction currency and return the updated row.

Return the connected Dataverse caller's identity IDs.