# How to connect Dynamics365 to Muse ```json { "title": "How to connect Dynamics365 to Muse", "toolkit": "Dynamics365", "toolkit_slug": "dynamics365", "framework": "Muse", "framework_slug": "muse", "url": "https://composio.dev/toolkits/dynamics365/framework/muse", "markdown_url": "https://composio.dev/toolkits/dynamics365/framework/muse.md", "updated_at": "2026-10-04T16:47:37.610Z" } ``` ## Introduction Muse is Meta's AI assistant. It can connect to outside tools through custom connectors, which use the Model Context Protocol (MCP). This guide explains how to connect Dynamics365 to Muse using Composio Connect, which handles OAuth, token refresh, and reliability so you do not have to. You add Composio as a custom connector once, then ask Muse to work with Dynamics365 in plain language. ## Also integrate Dynamics365 with - [Claude Code](https://composio.dev/toolkits/dynamics365/framework/claude-code) - [Cursor](https://composio.dev/toolkits/dynamics365/framework/cursor) - [ChatGPT](https://composio.dev/toolkits/dynamics365/framework/chatgpt) - [Claude Cowork](https://composio.dev/toolkits/dynamics365/framework/claude-cowork) - [Antigravity](https://composio.dev/toolkits/dynamics365/framework/antigravity) - [OpenAI Agents SDK](https://composio.dev/toolkits/dynamics365/framework/open-ai-agents-sdk) - [Claude Agent SDK](https://composio.dev/toolkits/dynamics365/framework/claude-agents-sdk) - [Codex](https://composio.dev/toolkits/dynamics365/framework/codex) - [Grok Build](https://composio.dev/toolkits/dynamics365/framework/grok-build) - [VS Code](https://composio.dev/toolkits/dynamics365/framework/vscode) - [OpenCode](https://composio.dev/toolkits/dynamics365/framework/opencode) - [OpenClaw](https://composio.dev/toolkits/dynamics365/framework/openclaw) - [Hermes](https://composio.dev/toolkits/dynamics365/framework/hermes-agent) - [Atomic Agent](https://composio.dev/toolkits/dynamics365/framework/atomic-agent) - [Google ADK](https://composio.dev/toolkits/dynamics365/framework/google-adk) - [LangChain](https://composio.dev/toolkits/dynamics365/framework/langchain) - [Vercel AI SDK](https://composio.dev/toolkits/dynamics365/framework/ai-sdk) - [Mastra AI](https://composio.dev/toolkits/dynamics365/framework/mastra-ai) - [LlamaIndex](https://composio.dev/toolkits/dynamics365/framework/llama-index) - [CrewAI](https://composio.dev/toolkits/dynamics365/framework/crew-ai) - [Pydantic AI](https://composio.dev/toolkits/dynamics365/framework/pydantic-ai) - [AutoGen](https://composio.dev/toolkits/dynamics365/framework/autogen) ## TL;DR - Cross-app workflows across 1,500+ apps from a single plugin layer. - On-demand tool loading so Muse only loads the tools needed for the current task. - Programmatic tool calling through a remote workbench for complex, multi-step workflows. - Multi-account support so users can connect and switch between multiple accounts for the same app. - Shared account access so teams or agents can work through common business accounts and service connections. - Managed authentication with OAuth handling, credential storage, and token refresh managed by Composio. - Safer credential handling so app credentials stay outside the model context and tool responses. - User-level account isolation so actions run against the correct connected account instead of mixing user access. ## Connect Dynamics365 to Muse ### Connecting Dynamics365 to Muse You add Composio to Muse once as a custom connector, then connect Dynamics365 from the chat. ## What is the Dynamics365 MCP server, and what's possible with it? The Dynamics 365 MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Dynamics 365 account. It provides structured and secure access to your CRM records, so your agent can create accounts and contacts, manage leads and opportunities, handle customer cases, and process invoices and sales orders on your behalf. - Account and contact creation: Have your agent create new customer accounts and contact records in Dynamics 365. - Lead and opportunity management: Let the agent create leads and opportunities, retrieve lead details, list all leads, and update records as deals progress. - Customer case handling: Direct your agent to open new customer cases and update existing cases as issues move toward resolution. - Invoice management: Instruct your agent to create invoices, retrieve individual invoices or a full invoice list, and update invoice details. - Sales order processing: Have your agent create sales orders and update them when order information changes. ## Supported Tools | Tool slug | Name | Description | |---|---|---| | `DYNAMICS365_DYNAMICSCRM_CREATE_ACCOUNT` | Create Account | Creates a new account entity record in Dynamics CRM using the Web API. | | `DYNAMICS365_DYNAMICSCRM_CREATE_CASE` | Create Case | Creates a new case (incident) entity record in Dynamics CRM using the Web API. | | `DYNAMICS365_DYNAMICSCRM_CREATE_CONTACT` | Create Contact | Creates a new contact entity record in Dynamics CRM using the Web API. | | `DYNAMICS365_DYNAMICSCRM_CREATE_INVOICE` | Create Invoice | Creates a new invoice entity record in Dynamics CRM using the Web API. | | `DYNAMICS365_DYNAMICSCRM_CREATE_LEAD` | Create Lead | Creates a new lead entity record in Dynamics CRM using the Web API. | | `DYNAMICS365_DYNAMICSCRM_CREATE_OPPORTUNITY` | Create Opportunity | Creates a new opportunity entity record in Dynamics CRM using the Web API. Some CRM configurations enforce `estimatedclosedate` and a transaction currency at the server level even though they are schema-optional; omitting them may cause the request to be rejected. | | `DYNAMICS365_DYNAMICSCRM_CREATE_SALES_ORDER` | Create Sales Order | Creates a new sales order entity record in Dynamics CRM using the Web API. | | `DYNAMICS365_DYNAMICSCRM_GET_A_INVOICE` | Dynamicscrm get a invoice | Dynamicscrm get a invoice | | `DYNAMICS365_DYNAMICSCRM_GET_A_LEAD` | Dynamicscrm get a lead | Dynamicscrm get a lead | | `DYNAMICS365_DYNAMICSCRM_GET_ALL_LEADS` | Dynamicscrm get all leads | Dynamicscrm get all leads | | `DYNAMICS365_DYNAMICSCRM_UPDATE_CASE` | Update Case | Updates an existing case (incident) entity record in Dynamics CRM using the Web API. | | `DYNAMICS365_DYNAMICSCRM_UPDATE_INVOICE` | Update Invoice | Updates an existing invoice entity record in Dynamics CRM using the Web API. | | `DYNAMICS365_DYNAMICSCRM_UPDATE_LEAD` | Update Lead | Updates an existing lead entity record in Dynamics CRM using the Web API. | | `DYNAMICS365_DYNAMICSCRM_UPDATE_OPPORTUNITY` | Update Opportunity | Updates an existing opportunity entity record in Dynamics CRM using the Web API. Some updates may be rejected if required relational fields (e.g., transactioncurrency) are absent from the record, even though they are not exposed as explicit parameters. | | `DYNAMICS365_DYNAMICSCRM_UPDATE_SALES_ORDER` | Update Sales Order | Updates an existing sales order entity record in Dynamics CRM using the Web API. | | `DYNAMICS365_DYNAMICS365_GET_ALL_INVOICES_ACTION` | Get all invoices action | Get all invoices action | ## Supported Triggers None listed. ## Troubleshooting ### 1. Why doesn't Muse show a button to add my API key? Muse shows the button only when you ask it to open the secure credentials store. - Start a new chat. - Send the message from step 1 exactly as written. - If Muse asks for the key in the chat, do not paste it. Ask Muse to open the secure credentials store. ### 2. Why does the Composio connection fail after I add my API key? The key or the connector settings are not correct. - Copy the full key from the Composio dashboard. It starts with ck_. - Make sure the URL is https://connect.composio.dev/mcp and the header is x-consumer-api-key. - Remove the Composio connector in Muse settings, then do steps 1 to 3 again. ### 3. Why doesn't Muse use the Composio tools for Dynamics365? Muse may not pick the Composio connector for the request. - Ask Muse to list its Composio tools. - Name Composio and Dynamics365 in your request, for example: Use Composio to connect to Dynamics365. - If it still does not work, start a new chat and try again. ### 4. Why does Muse ask me to connect Dynamics365 again? Your Dynamics365 connection expired or was removed. - Open the link Muse gives you and sign in to Dynamics365 again. - Check that the Dynamics365 connection shows as ACTIVE in the Composio dashboard. ### 5. What do I do if I pasted my API key into the chat? Treat the key as exposed. - Create a new API key in the Composio dashboard and delete the old one. - Add the new key in Muse's secure credentials store, not in the chat. ## Creating MCP Server - Stand-alone vs Composio SDK Once connected, Muse can access the Dynamics365 MCP server through Composio to run the actions you authorize, using plain language in the chat. ## Complete Code None listed. ## Conclusion ### Way Forward Now that Dynamics365 is connected, extend your setup by connecting the other apps you already use every day, so Muse can run true cross-app workflows end to end. - Connect Calendar to turn threads into scheduled meetings automatically. - Connect Slack or Teams to post summaries, approvals, and alerts where your team works. - Connect Notion, Linear, Jira, or Asana to convert requests into tickets, tasks, and docs. - Connect Drive, Dropbox, or OneDrive to fetch, file, and share attachments without manual steps. Start with one workflow you do repeatedly, then keep adding apps as you find new handoffs. With everything behind a single connection, Muse can coordinate multiple tools safely and reliably in one conversation. ## How to build Dynamics365 MCP Agent with another framework - [Claude Code](https://composio.dev/toolkits/dynamics365/framework/claude-code) - [Cursor](https://composio.dev/toolkits/dynamics365/framework/cursor) - [ChatGPT](https://composio.dev/toolkits/dynamics365/framework/chatgpt) - [Claude Cowork](https://composio.dev/toolkits/dynamics365/framework/claude-cowork) - [Antigravity](https://composio.dev/toolkits/dynamics365/framework/antigravity) - [OpenAI Agents SDK](https://composio.dev/toolkits/dynamics365/framework/open-ai-agents-sdk) - [Claude Agent SDK](https://composio.dev/toolkits/dynamics365/framework/claude-agents-sdk) - [Codex](https://composio.dev/toolkits/dynamics365/framework/codex) - [Grok Build](https://composio.dev/toolkits/dynamics365/framework/grok-build) - [VS Code](https://composio.dev/toolkits/dynamics365/framework/vscode) - [OpenCode](https://composio.dev/toolkits/dynamics365/framework/opencode) - [OpenClaw](https://composio.dev/toolkits/dynamics365/framework/openclaw) - [Hermes](https://composio.dev/toolkits/dynamics365/framework/hermes-agent) - [Atomic Agent](https://composio.dev/toolkits/dynamics365/framework/atomic-agent) - [Google ADK](https://composio.dev/toolkits/dynamics365/framework/google-adk) - [LangChain](https://composio.dev/toolkits/dynamics365/framework/langchain) - [Vercel AI SDK](https://composio.dev/toolkits/dynamics365/framework/ai-sdk) - [Mastra AI](https://composio.dev/toolkits/dynamics365/framework/mastra-ai) - [LlamaIndex](https://composio.dev/toolkits/dynamics365/framework/llama-index) - [CrewAI](https://composio.dev/toolkits/dynamics365/framework/crew-ai) - [Pydantic AI](https://composio.dev/toolkits/dynamics365/framework/pydantic-ai) - [AutoGen](https://composio.dev/toolkits/dynamics365/framework/autogen) ## Related Toolkits - [HubSpot](https://composio.dev/toolkits/hubspot) - HubSpot is an all-in-one marketing, sales, and customer service platform. It lets teams nurture leads, automate outreach, and track every customer interaction in one place. - [Pipedrive](https://composio.dev/toolkits/pipedrive) - Pipedrive is a sales management platform offering pipeline visualization, lead tracking, and workflow automation. It helps sales teams keep deals moving forward efficiently and never miss a follow-up. - [Salesforce](https://composio.dev/toolkits/salesforce) - Salesforce is a leading CRM platform that helps businesses manage sales, service, and marketing. It centralizes customer data, enabling teams to drive growth and build strong relationships. - [Apollo](https://composio.dev/toolkits/apollo) - Apollo is a CRM and lead generation platform that helps businesses discover contacts and manage sales pipelines. Use it to streamline customer outreach and track your deals from one place. - [Attio](https://composio.dev/toolkits/attio) - Attio is a customizable CRM and workspace for managing your team's relationships and workflows. It helps teams organize contacts, automate tasks, and collaborate more efficiently. - [Acculynx](https://composio.dev/toolkits/acculynx) - AccuLynx is a cloud-based roofing business management software for contractors. It streamlines project tracking, lead management, and document sharing. - [Addressfinder](https://composio.dev/toolkits/addressfinder) - Addressfinder is a data quality platform for verifying addresses, emails, and phone numbers. It helps you ensure accurate customer and contact data every time. - [Affinity](https://composio.dev/toolkits/affinity) - Affinity is a relationship intelligence CRM that helps private capital investors find, manage, and close more deals. It streamlines deal flow and surfaces key connections to help you win opportunities. - [Agencyzoom](https://composio.dev/toolkits/agencyzoom) - AgencyZoom is a sales and performance platform built for P&C insurance agencies. It helps agents boost sales, retain clients, and analyze producer results in one place. - [Bettercontact](https://composio.dev/toolkits/bettercontact) - Bettercontact is a smart contact enrichment tool for finding emails and phone numbers. It helps boost lead generation with automated, waterfall search across multiple sources. - [Blackbaud](https://composio.dev/toolkits/blackbaud) - Blackbaud provides cloud-based software for nonprofits, schools, and healthcare institutions. It streamlines fundraising, donor management, and mission-driven operations. - [Blitz API](https://composio.dev/toolkits/blitz_api) - Blitz API is a people, company, and job search API with contact and company enrichment. Use it to enrich leads and accelerate sales outreach with accurate contact and firmographic data. - [Brilliant directories](https://composio.dev/toolkits/brilliant_directories) - Brilliant Directories is an all-in-one platform for building and managing online membership communities and business directories. It streamlines listings, member management, and engagement tools into a single, easy interface. - [Capsule crm](https://composio.dev/toolkits/capsule_crm) - Capsule CRM is a user-friendly CRM platform for managing contacts and sales pipelines. It helps businesses organize relationships and streamline their sales process efficiently. - [Centralstationcrm](https://composio.dev/toolkits/centralstationcrm) - CentralStationCRM is an easy-to-use CRM software focused on collaboration and long-term customer relationships. It helps teams manage contacts, deals, and communications all in one place. - [Clay](https://composio.dev/toolkits/clay) - Clay is a go-to-market data enrichment and workflow automation platform for searching people and companies, running routines, and querying workspace tables. It helps teams enrich leads, automate GTM workflows, and keep workspace data synchronized. - [Clientary](https://composio.dev/toolkits/clientary) - Clientary is a platform for managing clients, invoices, projects, proposals, and more. It streamlines client work and saves you serious admin time. - [Close](https://composio.dev/toolkits/close) - Close is a CRM platform built for sales teams, combining calling, email automation, and predictive dialers. It streamlines sales workflows and boosts productivity with all-in-one communication tools. - [Contacts+](https://composio.dev/toolkits/contacts_plus) - Contacts+ is a contact management service for personal account, contact, and tag data. It helps keep address books organized, searchable, and easier to maintain across workflows. - [Copper](https://composio.dev/toolkits/copper) - Copper is a customer relationship management (CRM) platform for managing contacts, leads, opportunities, tasks, and projects. Built to centralize customer data and streamline sales workflows. ## Frequently Asked Questions ### Does Muse support MCP? Yes. Muse supports custom connectors that use the Model Context Protocol (MCP). Composio connects as one custom connector over remote streamable HTTP at https://connect.composio.dev/mcp, and gives Muse access to Dynamics365 and 1,500+ other apps. ### Where do I get the API key for the Composio connector? Copy it from the Composio dashboard. It starts with ck_. Enter it only in Muse's secure credentials store, never in the chat. ### Can I connect more than one Dynamics365 account to Muse? Yes. Composio supports multiple connected accounts for the same app. Give each Dynamics365 connection a name, such as work or personal, and tell Muse which one to use. ### How safe is my Dynamics365 data with Composio? Tokens, keys, and configuration are encrypted at rest and in transit. Your Composio API key stays in Muse's secure credentials store, not in the chat or the model context. Composio is SOC 2 Type 2 compliant. --- [See all toolkits](https://composio.dev/toolkits) ยท [Composio docs](https://docs.composio.dev/llms.txt)