Microsoft Dynamics 365 CRM
Manage customers, sales pipelines, and support cases in Dynamics 365 CRM
Microsoft Dynamics 365 CRM is a Sales integration for Sim, the AI workspace where teams build and deploy AI agents. Sim's Microsoft Dynamics 365 CRM integration provides 10 Microsoft Dynamics 365 CRM tools that AI agents can use inside Sim's visual workflow builder. Microsoft Dynamics 365 CRM connects with one-click OAuth. Free to start at sim.ai.
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Overview
Manage standard Microsoft Dynamics 365 CRM records through the Dataverse Web API. List, search, create, retrieve, and update accounts, contacts, leads, opportunities, and cases; assign records to users or teams; qualify leads; close opportunities; and resolve cases. Connect a separate Microsoft credential for each environment from this Dynamics integration page or from its workflow block; existing generic Dataverse credentials remain unchanged and are not automatically rebound. This version supports public-cloud Dynamics environments; national clouds require separate OAuth authorities. Dataverse Search must be enabled for search, and lifecycle actions require the corresponding Dynamics 365 app, security role, and record privileges.
How to automate Microsoft Dynamics 365 CRM with Sim
Create a free account
Sign up at sim.ai in seconds. No credit card required. Your workspace is ready immediately.
Add a Microsoft Dynamics 365 CRM block
Open your workspace, drag a Microsoft Dynamics 365 CRM block onto the workflow builder, and connect your account with one-click OAuth.
Configure, connect, and run
Pick the tool you need, wire in an AI agent for reasoning or data transformation, and run. Your Microsoft Dynamics 365 CRM automation is live.
Agent templates
Ready-to-use templates featuring Microsoft Dynamics 365 CRM. Click any to build it instantly.
Supported tools
10 Microsoft Dynamics 365 CRM tools available in Sim
List Records
Query supported standard Microsoft Dynamics 365 CRM records. Supports OData filtering, column selection, ordering, and one bounded page at a time.
Get Record
Retrieve one supported standard Microsoft Dynamics 365 CRM record by its ID. Supports $select and $expand OData query options.
Create Record
Create a new supported standard Microsoft Dynamics 365 CRM record using Dataverse logical column names.
Update Record
Update an existing supported standard Microsoft Dynamics 365 CRM record. Only send the columns you want to change.
Search Records
Perform a full-text relevance search across Microsoft Dataverse tables. Requires Dataverse Search to be enabled on the environment. Supports simple and Lucene query syntax.
List Owners
Query supported standard Microsoft Dynamics 365 CRM records. Supports OData filtering, column selection, ordering, and one bounded page at a time.
Assign Record
Update an existing supported standard Microsoft Dynamics 365 CRM record. Only send the columns you want to change.
Qualify Lead
Qualify a Dynamics 365 Sales lead and optionally create linked account, contact, and opportunity records.
Close Opportunity
Close a Dynamics 365 Sales opportunity as won or lost.
Close Case
Resolve and close a Dynamics 365 Customer Service case.
Frequently asked questions
Sim's Microsoft Dynamics 365 CRM integration adds 10 Microsoft Dynamics 365 CRM tools to the AI agents you build in Sim's visual workflow builder — you build it all visually. Manage customers, sales pipelines, and support cases in Dynamics 365 CRM. Teams often pair Microsoft Dynamics 365 CRM with Affinity and Rippling in the same agent.
Start automating Microsoft Dynamics 365 CRM today
Build your first AI agent with Microsoft Dynamics 365 CRM in minutes. Connect to every tool your team uses. Free to start, no credit card required.