Microsoft Dataverse / Dynamics 365 CRM
Work with Microsoft Dataverse tables and Dynamics 365 CRM data through the Dataverse Web API.
Tools
| Name | Description |
|---|---|
who_am_iValidate the connection and return the Dataverse user, business unit, and organization IDs. | Validate the connection and return the Dataverse user, business unit, and organization IDs. |
list_tablesList Dataverse tables and EntitySetName values from table metadata. | List Dataverse tables and EntitySetName values from table metadata. |
get_table_metadataGet Dataverse metadata for one table, optionally including column metadata. | Get Dataverse metadata for one table, optionally including column metadata. |
list_recordsQuery records from any Dataverse table with OData options. | Query records from any Dataverse table with OData options. |
get_recordRetrieve one Dataverse record by GUID. | Retrieve one Dataverse record by GUID. |
create_recordCreate one Dataverse record in any table. | Create one Dataverse record in any table. |
update_recordUpdate one Dataverse record by GUID. Send only changed fields. | Update one Dataverse record by GUID. Send only changed fields. |
upsert_recordCreate or update a Dataverse record using an explicit ID or alternate key predicate. | Create or update a Dataverse record using an explicit ID or alternate key predicate. |
delete_recordDelete one Dataverse record by GUID. | Delete one Dataverse record by GUID. |
dataverse_api_callMake a guarded custom Dataverse Web API call relative to /api/data/v9.2. | Make a guarded custom Dataverse Web API call relative to /api/data/v9.2. |
custom_api_callCompatibility action for the previous Dynamics CRM connector. Make a custom Dataverse Web API call under /api/data/v9.2. | Compatibility action for the previous Dynamics CRM connector. Make a custom Dataverse Web API call under /api/data/v9.2. |
dynamics_crm_create_recordCompatibility action for the previous Dynamics CRM connector. Creates a Dataverse record by EntitySetName. | Compatibility action for the previous Dynamics CRM connector. Creates a Dataverse record by EntitySetName. |
dynamics_crm_get_recordCompatibility action for the previous Dynamics CRM connector. Retrieves a Dataverse record by GUID. | Compatibility action for the previous Dynamics CRM connector. Retrieves a Dataverse record by GUID. |
dynamics_crm_update_recordCompatibility action for the previous Dynamics CRM connector. Updates a Dataverse record by GUID. | Compatibility action for the previous Dynamics CRM connector. Updates a Dataverse record by GUID. |
dynamics_crm_delete_recordCompatibility action for the previous Dynamics CRM connector. Deletes a Dataverse record by GUID. | Compatibility action for the previous Dynamics CRM connector. Deletes a Dataverse record by GUID. |
Quick Start
import { WeavzClient } from '@weavz-io/sdk'
const weavz = new WeavzClient({ apiKey: 'wvz_...' })
const result = await weavz.actions.execute('microsoft-dynamics-crm', 'who_am_i', {
workspaceId: '550e8400-e29b-41d4-a716-446655440000',
integrationAlias: 'microsoft-dynamics-crm',
input: { /* ... */ },
})Related Integrations
Works well with
Frequently Asked Questions
How do I connect Microsoft Dataverse / Dynamics 365 CRM to my app?
Use Weavz Hosted Connect for OAuth2 authentication. Install the SDK, create a connection through the connect portal or API, then execute tools programmatically.
What tools does Microsoft Dataverse / Dynamics 365 CRM support?
Microsoft Dataverse / Dynamics 365 CRM supports 15 tools including Who Am I, List Tables, Get Table Metadata, List Records, Get Record, and more.
Can I use Microsoft Dataverse / Dynamics 365 CRM with AI agents?
Yes. Add Microsoft Dataverse / Dynamics 365 CRM to an MCP server in Tool Mode or Code Mode. Code Mode provides 3 meta-tools with on-demand API discovery so agents can compose stateful workflows without loading every action schema up front.
How do I connect Microsoft Dataverse / Dynamics 365 CRM to ChatGPT or Claude?
Open the Weavz connector setup, sign in, choose a workspace, and add Microsoft Dataverse / Dynamics 365 CRM as an approved app. ChatGPT, Claude, and other remote MCP clients can then call the scoped Microsoft Dataverse / Dynamics 365 CRM tools exposed by that workspace.
Does Microsoft Dataverse / Dynamics 365 CRM work with Claude Code, Cursor, Codex, and local agents?
Yes. Remote and local MCP clients can connect to a Weavz MCP endpoint for the workspace. Local coding agents can also use the Weavz CLI to inspect apps, discover actions, run approved Microsoft Dataverse / Dynamics 365 CRM work, and execute Code Mode workflows from a terminal.
What can I ask an AI agent to do with Microsoft Dataverse / Dynamics 365 CRM?
Microsoft Dataverse / Dynamics 365 CRM exposes 15 tools, including Who Am I, List Tables, Get Table Metadata, List Records, Get Record, and more. Use Weavz to keep credentials scoped, require approval for sensitive work, and audit what the agent did.
Can Microsoft Dataverse / Dynamics 365 CRM be used in stateful agent workflows?
Yes. Agents can combine Microsoft Dataverse / Dynamics 365 CRM tools with Filesystem, State KV, Human Gates, input partials, and other workspace integrations while keeping execution scoped to the selected workspace or end user.
What authentication does Microsoft Dataverse / Dynamics 365 CRM use?
Microsoft Dataverse / Dynamics 365 CRM uses OAuth2. Weavz stores OAuth credentials securely and refreshes tokens when supported by the provider.
How much does the Microsoft Dataverse / Dynamics 365 CRM integration cost?
The Microsoft Dataverse / Dynamics 365 CRM integration is included on all Weavz plans including the free tier with 20,000 actions per month. No credit card required.
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