Dynamics 365#

Work with Dynamics 365 from chat — manage CRM records, accounts, contacts, leads, opportunities, and activities.

Powered by ClawLink, an integration hub for OpenClaw that handles hosted connection flows and credentials so you don't need to configure Dynamics 365 API access yourself.

Setup in 3 Steps#

Step 1: InstallStep 2: Pair AccountStep 3: Connect Dynamics 365_App-specific connection GIF coming soon_Run the install command in OpenClawSign in and approve the deviceOpen the dashboard and connect Dynamics 365

Connection flow#

text

User → ClawLink OAuth → Microsoft Dynamics 365 account
         ↓
    OpenClaw tools
    (via ClawLink)

Step 1 — Install the ClawLink plugin:

text

openclaw plugins install clawhub:clawlink-plugin

Start a fresh chat after installing.

Step 2 — Pair ClawLink:

1. Call clawlink_begin_pairing
2. Open the returned URL in your browser
3. Sign in to ClawLink and approve the device

Step 3 — Connect Dynamics 365: Open claw-link.dev/dashboard?add=dynamics-365, complete the OAuth flow, then confirm.

App-specific connection GIF coming soon

Step 4 — Verify and discover:

javascript

// 1. Verify Dynamics 365 is connected
clawlink_list_integrations()

// 2. List available tools
clawlink_list_tools({ integration: "dynamics-365" })

// 3. Search tools if needed
clawlink_search_tools({ query: "lead", integration: "dynamics-365" })

Architecture#

text

┌─────────────────────────────────────────────────────────┐
│                    OpenClaw (you)                       │
├─────────────────────────────────────────────────────────┤
│  ClawLink Plugin  →  clawlink_* tools                   │
├─────────────────────────────────────────────────────────┤
│                    ClawLink Cloud                       │
│         (credentials, connection state, routing)        │
├─────────────────────────────────────────────────────────┤
│         Microsoft Dynamics 365 Web API                  │
│              (user's CRM account)                       │
└─────────────────────────────────────────────────────────┘

Tool reference#

Create operations#

ToolDescriptionRiskdynamics365_dynamicscrm_create_accountCreate a new account entity recordconfirmdynamics365_dynamicscrm_create_caseCreate a new case (incident) entity recordconfirmdynamics365_dynamicscrm_create_contactCreate a new contact entity recordconfirmdynamics365_dynamicscrm_create_invoiceCreate a new invoice entity recordconfirmdynamics365_dynamicscrm_create_leadCreate a new lead entity recordconfirmdynamics365_dynamicscrm_create_opportunityCreate a new opportunity entity recordconfirmdynamics365_dynamicscrm_create_sales_orderCreate a new sales order entity recordconfirm

Read operations#

ToolDescriptionRiskdynamics365_dynamicscrm_get_a_invoiceGet a specific invoice by IDsafedynamics365_dynamicscrm_get_a_leadGet a specific lead by IDsafedynamics365_dynamicscrm_get_all_leadsGet all leads from the CRMsafedynamics365_get_all_invoices_actionGet all invoicessafe

Update operations#

ToolDescriptionRiskdynamics365_dynamicscrm_update_caseUpdate an existing case (incident)confirmdynamics365_dynamicscrm_update_invoiceUpdate an existing invoiceconfirmdynamics365_dynamicscrm_update_leadUpdate an existing leadconfirmdynamics365_dynamicscrm_update_opportunityUpdate an existing opportunityconfirmdynamics365_dynamicscrm_update_sales_orderUpdate an existing sales orderconfirm

Code examples#

Example 1: Create and manage leads#

javascript

// Create a new lead
const lead = await clawlink_call_tool({
  tool: "dynamics365_dynamicscrm_create_lead",
  parameters: {
    subject: "New product inquiry",
    firstname: "Jane",
    lastname: "Doe",
    emailaddress1: "jane.doe@example.com",
    companyname: "Acme Corp"
  }
});

// Get a specific lead
const specificLead = await clawlink_call_tool({
  tool: "dynamics365_dynamicscrm_get_a_lead",
  parameters: { lead_id: "abc123" }
});

// Get all leads
const allLeads = await clawlink_call_tool({
  tool: "dynamics365_dynamicscrm_get_all_leads",
  parameters: {}
});

// Update a lead
await clawlink_call_tool({
  tool: "dynamics365_dynamicscrm_update_lead",
  parameters: {
    lead_id: "abc123",
    subject: "Updated subject line",
    telephone1: "+1-555-0100"
  }
});

Example 2: Manage accounts and contacts#

javascript

// Create an account
const account = await clawlink_call_tool({
  tool: "dynamics365_dynamicscrm_create_account",
  parameters: {
    name: "Acme Corporation",
    telephone1: "+1-555-0100",
    address1_city: "Seattle"
  }
});

// Create a contact
const contact = await clawlink_call_tool({
  tool: "dynamics365_dynamicscrm_create_contact",
  parameters: {
    firstname: "John",
    lastname: "Smith",
    emailaddress1: "john.smith@acme.com",
    parentcustomerid_account: account.id
  }
});

Example 3: Manage opportunities and sales orders#

javascript

// Create an opportunity
const opportunity = await clawlink_call_tool({
  tool: "dynamics365_dynamicscrm_create_opportunity",
  parameters: {
    name: "Enterprise deal - Acme Corp",
    estimatedvalue: 50000,
    estimatedclosedate: "2024-06-30"
  }
});

// Update an opportunity
await clawlink_call_tool({
  tool: "dynamics365_dynamicscrm_update_opportunity",
  parameters: {
    opportunity_id: "opportunity123",
    estimatedvalue: 75000,
    description: "Expanded scope"
  }
});

// Create a sales order
const order = await clawlink_call_tool({
  tool: "dynamics365_dynamicscrm_create_sales_order",
  parameters: {
    name: "SO-001",
    customerid_account: "account123"
  }
});

Example 4: Handle cases and invoices#

javascript

// Create a case
const case = await clawlink_call_tool({
  tool: "dynamics365_dynamicscrm_create_case",
  parameters: {
    title: "Technical support request",
    customerid_account: "account123",
    caseorigincode: "Web"
  }
});

// Update a case
await clawlink_call_tool({
  tool: "dynamics365_dynamicscrm_update_case",
  parameters: {
    incident_id: "case123",
    description: "Issue resolved"
  }
});

// Get all invoices
const invoices = await clawlink_call_tool({
  tool: "dynamics365_get_all_invoices_action",
  parameters: {}
});

// Get a specific invoice
const invoice = await clawlink_call_tool({
  tool: "dynamics365_dynamicscrm_get_a_invoice",
  parameters: { invoice_id: "inv123" }
});

Error handling#

Error patternLikely causeResolutionestimatedclosedate requiredServer-side requirement for opportunityInclude estimatedclosedate when creating opportunitiestransactioncurrency requiredServer-side requirement for some entitiesEnsure transaction currency is set at server levelentity not foundWrong entity ID or typeVerify entity ID format and typepermission deniedMissing Dynamics 365 permissionsUser may need to reconnect with proper CRM roles

Security & Permissions#

• ClawLink stores only the OAuth token for Dynamics 365
• Device credentials are stored locally in OpenClaw plugin config
• CRM permissions depend on the user's assigned Dynamics 365 roles
• Some entities may require specific field-level permissions

Troubleshooting#

Tools not showing up after install:

• Start a fresh OpenClaw chat to reload the plugin catalog
• Call clawlink_list_integrations to confirm ClawLink is paired

"Permission denied" errors:

• User needs appropriate Dynamics 365 roles assigned in Azure AD
• Some CRM operations require specific security roles

Opportunity/invoice creation fails:

• Some CRM configurations enforce fields not exposed in the schema
• Check estimatedclosedate for opportunities
• Check transaction currency requirements for invoicing

---

Powered by ClawLink — your OpenClaw integration hub for Dynamics 365.