How to connect multiple Dynamics365 accounts to Claude

Claude does not have a built-in Dynamics365 connector. If you manage separate Dynamics365 accounts for different products, regions, or business units, you still need a way to connect them and choose the right account for each task.

Composio adds Dynamics365 to Claude and keeps each account separate. You can give every connection a simple name, such as dynamics365-1, dynamics365-2, or dynamics365-3, and tell Claude which account to use.

• One Composio connector in Claude
• Two or more Dynamics365 accounts connected behind it
• A clear name for each account
• The ability to work in the right Dynamics365 account from a single Claude chat

For example:

Search my dynamics365-1 and dynamics365-2 Dynamics365 accounts for anything that needs my attention from the last 7 days. Tell me which account each item came from.

Using the dynamics365-1 account, create a new sales lead for Acme Corp.

• A Claude account
• A free Composio account
• Access to each Dynamics365 account you want to connect

If you use Claude Free, you can have one custom connector. If you already use that slot, you will need to remove the existing custom connector first.

If you use Claude Team or Enterprise, an Owner may need to add the connector for the organisation. Each member can then connect their own accounts.

Step 1: Add Composio to Claude (one-time process)

1. Click the button below. This will take you to the Claude Custom Connector modal.

Add to Claude

2. Click Continue

3. In the next modal, click Add

4. It will take you to the authentication page. Sign in to Composio and approve the connection.

Then return to Claude and make sure Composio is enabled.

Step 2: Connect your first Dynamics365 account

In a new Claude chat, type:

Connect my dynamics365-1 Dynamics365 account to Composio. Call it dynamics365-1.

Claude will give you a sign-in link.

1. Click the link.
2. Sign in to your dynamics365-1 Dynamics365 account.
3. Review and approve Dynamics365's permission request.
4. Return to Claude.

Claude should confirm that the account is connected.

The name dynamics365-1 is how Claude knows which Dynamics365 account to use. Choose short, obvious names. Good examples include:

• dynamics365-1
• dynamics365-2
• dynamics365-3

Step 3: Connect your second Dynamics365 account

In the same Claude chat, type:

Connect another Dynamics365 account. Call it dynamics365-2.

Claude will give you a new sign-in link.

1. Open the link.
2. Sign in to the second Dynamics365 account.
3. Review and approve Dynamics365's permission request.
4. Return to Claude.

Claude should confirm that dynamics365-2 is connected.

Important: Check that Dynamics365 is showing the second account before you approve access. If the wrong account appears, sign out or open the link in an incognito or private window.

Repeat this step for every other Dynamics365 account you want to add. Give each connection a short, descriptive name such as dynamics365-1, dynamics365-2, dynamics365-3, or client-acme.

Step 4: Check your connected Dynamics365 accounts

Ask Claude:

List my connected Dynamics365 accounts in Composio. Show each account's name and connection status.

You should see every account you added, and each connection should show as ACTIVE.

For an extra check, ask:

Show the account email or ID and the account name for each connected Dynamics365 account.

This helps you confirm that every label points to the correct Dynamics365 account and that you did not connect the same account twice.

Step 5: Use the right Dynamics365 account

Mention the account name whenever you ask Claude to work with Dynamics365. This is especially important when an action could change data.

Review activity across accounts

Check dynamics365-1 and dynamics365-2 for anything new in Dynamics365 from the last 14 days. Group the results by account.

List all open invoices for this quarter

Using the dynamics365-1 account, list all open invoices for this quarter.

Add a support case for a specific customer

Using the dynamics365-2 account, add a support case for a specific customer.

Find something across accounts

Search all connected Dynamics365 accounts for customer@example.com. Show which account it appears in and summarise the latest activity.

For actions such as creating, changing, or deleting data, ask Claude to show you the planned action first and wait for your confirmation.

Add this to your Claude preferences or project instructions, replacing the examples with your own account names:

My Dynamics365 accounts are: dynamics365-1 = my main account, dynamics365-2 = my second account, and dynamics365-3 = a client account. Always use the named account when I specify one. If I do not name an account, ask me which one to use. Before creating, changing, or deleting anything, show me the planned action and wait for confirmation.

The chat method is the quickest way to connect accounts. Use the dashboard when you want to add, rename, reconnect, or remove a connection.

1. Go to dashboard.composio.dev.

2. Sign in with the same Composio account you connected to Claude.
3. Open For You from the product switcher.
4. Find Dynamics365.
5. Click Connect and complete the Dynamics365 authorisation flow.
6. Click Connect again to add another Dynamics365 account. Composio keeps it as a separate connection instead of replacing the first.
7. Give each connection a clear label, such as dynamics365-1, dynamics365-2, or dynamics365-3.

If Dynamics365 opens the wrong account during authorisation, sign out first or use an incognito or private window.

From the dashboard, you can also:

• Rename a connection when a default label such as dynamics365-2 is no longer useful.
• Disconnect or delete an account you no longer want Claude to access.
• Re-authorise an expired or revoked connection.