# Dynamics365 Your Toolhouse AI Worker can connect to Dynamics365 using 16 specialized tools. ## Auth Connection This service requires an auth connection to use its tools. You can set this up in your Toolhouse dashboard under [Auth Connections](https://toolhouse.app/auth-connections?authkit_slugs=dynamics365). ## Tools (16) ### `Dynamics365 Dynamicscrm Create Account` Integration name: **DYNAMICS365\_DYNAMICSCRM\_CREATE\_ACCOUNT** Creates a new account entity record in Dynamics CRM using the Web API. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | --------------------- | ------- | :------: | ------- | ------------------------------------------------- | | `name` | string | | — | The name of the new account to be created. | | `revenue` | number | | — | The revenue associated with the account. | | `user_id` | string | | — | The user's ID or 'me' for the authenticated user. | | `description` | string | | — | A description of the account. | | `creditonhold` | boolean | | — | Indicates whether the account is on credit hold. | | `accountcategorycode` | integer | | — | The category code of the account. | *** ### `Dynamics365 Dynamicscrm Create Case` Integration name: **DYNAMICS365\_DYNAMICSCRM\_CREATE\_CASE** Creates a new case (incident) entity record in Dynamics CRM using the Web API. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | ---------------- | ------- | :------: | ------- | --------------------------------------------------------------------------- | | `title` | string | | — | The subject or title of the case. | | `user_id` | string | | — | The user's ID or 'me' for the authenticated user. | | `account_id` | string | | — | A reference to the related account. Format: '/accounts(GUID)' | | `contact_id` | string | | — | A reference to the related contact. Format: '/contacts(GUID)' | | `description` | string | | — | A detailed description of the issue or inquiry. | | `prioritycode` | integer | | — | The priority level of the case (e.g., 1 for Low, 2 for Normal, 3 for High). | | `caseorigincode` | integer | | — | The source of the case. Valid values: 1 (Phone), 2 (Email), 3 (Web). | *** ### `Dynamics365 Dynamicscrm Create Contact` Integration name: **DYNAMICS365\_DYNAMICSCRM\_CREATE\_CONTACT** Creates a new contact entity record in Dynamics CRM using the Web API. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | -------------------------- | ------ | :------: | ------- | ------------------------------------------------- | | `user_id` | string | | — | The user's ID or 'me' for the authenticated user. | | `jobtitle` | string | | — | The job title of the contact. | | `lastname` | string | | — | The last name of the contact. | | `firstname` | string | | — | The first name of the contact. | | `telephone1` | string | | — | The primary telephone number of the contact. | | `mobilephone` | string | | — | The mobile phone number of the contact. | | `address1_city` | string | | — | The city of the contact's address. | | `emailaddress1` | string | | — | The primary email address of the contact. | | `address1_country` | string | | — | The country of the contact's address. | | `address1_postalcode` | string | | — | The postal code of the contact's address. | | `address1_stateorprovince` | string | | — | The state or province of the contact's address. | *** ### `Dynamics365 Dynamicscrm Create Invoice` Integration name: **DYNAMICS365\_DYNAMICSCRM\_CREATE\_INVOICE** Creates a new invoice entity record in Dynamics CRM using the Web API. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | ---------------- | ------ | :------: | ----------------------------- | --------------------------------------------------------------------------------------- | | `name` | string | | `"Invoice #12345"` | The name or number of the invoice. | | `user_id` | string | | — | The user's ID or 'me' for the authenticated user. | | `account_id` | string | | — | A reference to the related account. Format: '/accounts(GUID)' | | `currency_id` | string | | — | A reference to the currency for the transaction. Format: '/transactioncurrencies(GUID)' | | `description` | string | | `"This is a sample invoice."` | A description of the invoice. | | `price_level_id` | string | | — | A reference to the price list. Format: '/pricelevels(GUID)' | *** ### `Dynamics365 Dynamicscrm Create Lead` Integration name: **DYNAMICS365\_DYNAMICSCRM\_CREATE\_LEAD** Creates a new lead entity record in Dynamics CRM using the Web API. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | --------------- | ------ | :------: | ------- | ---------------------------------------------------------------------------------------------------------------------------------------------------- | | `subject` | string | | — | A brief description or title for the lead. | | `user_id` | string | | — | The user's ID or 'me' for the authenticated user. Set explicitly when creating leads on behalf of other users in multi-user or automated workflows. | | `lastname` | string | | — | The last name of the lead. | | `firstname` | string | | — | The first name of the lead. | | `telephone1` | string | | — | The primary telephone number of the lead. | | `companyname` | string | | — | The company name associated with the lead. May be enforced as required by some CRM configurations; omitting it can cause the request to be rejected. | | `emailaddress1` | string | | — | The primary email address of the lead. | *** ### `Dynamics365 Dynamicscrm Create Opportunity` Integration name: **DYNAMICS365\_DYNAMICSCRM\_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. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | --------------------- | ------ | :------: | ------- | ------------------------------------------------------------------ | | `name` | string | ✅ | — | The name or title of the opportunity. This is a required field. | | `description` | string | | — | A brief description of the opportunity. | | `estimatedvalue` | number | | — | The anticipated revenue from the opportunity. | | `estimatedclosedate` | string | | — | The expected close date of the opportunity in 'YYYY-MM-DD' format. | | `customer_account_id` | string | | — | The GUID of the related account (without curly braces). Optional. | | `customer_contact_id` | string | | — | The GUID of the related contact (without curly braces). Optional. | *** ### `Dynamics365 Dynamicscrm Create Sales Order` Integration name: **DYNAMICS365\_DYNAMICSCRM\_CREATE\_SALES\_ORDER** Creates a new sales order entity record in Dynamics CRM using the Web API. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | ---------------- | ------ | :------: | ------- | --------------------------------------------------------------------------------------- | | `name` | string | | — | The name of the sales order. | | `user_id` | string | | — | The user's ID or 'me' for the authenticated user. | | `account_id` | string | | — | A reference to the related account. Format: '/accounts(GUID)' | | `currency_id` | string | | — | A reference to the currency for the transaction. Format: '/transactioncurrencies(GUID)' | | `description` | string | | — | A description of the sales order. | | `price_level_id` | string | | — | A reference to the price list. Format: '/pricelevels(GUID)' | *** ### `Dynamics365 Dynamicscrm Get A Invoice` Integration name: **DYNAMICS365\_DYNAMICSCRM\_GET\_A\_INVOICE** Dynamicscrm get a invoice #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | ------------ | ------ | :------: | ------- | --------------------------------- | | `invoice_id` | string | ✅ | — | The ID of the invoice to retrieve | *** ### `Dynamics365 Dynamicscrm Get A Lead` Integration name: **DYNAMICS365\_DYNAMICSCRM\_GET\_A\_LEAD** Dynamicscrm get a lead #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | --------- | ------ | :------: | ------- | ----------------------------------------------------------------------------------------------------------------------------------- | | `lead_id` | string | ✅ | — | The ID of the lead to retrieve (GUID format) Use the value exactly as returned by Dynamics CRM tools — do not reformat or truncate. | *** ### `Dynamics365 Dynamicscrm Get All Leads` Integration name: **DYNAMICS365\_DYNAMICSCRM\_GET\_ALL\_LEADS** Dynamicscrm get all leads #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | --------- | ------- | :------: | ------- | ------------------------------------------------------------------------------------------------------------------------------------------------- | | `top` | integer | | — | Maximum number of leads to return | | `skip` | integer | | — | Number of leads to skip for pagination | | `filter` | string | | — | OData filter criteria for leads (e.g., contains(fullname,'John')) Date filters require ISO 8601 format (e.g., createdon gt 2024-01-01T00:00:00Z). | | `select` | string | | — | Comma-separated list of fields to return (e.g., fullname,emailaddress1) | | `orderby` | string | | — | Field to order by (e.g., createdon desc) | *** ### `Dynamics365 Dynamicscrm Update Case` Integration name: **DYNAMICS365\_DYNAMICSCRM\_UPDATE\_CASE** Updates an existing case (incident) entity record in Dynamics CRM using the Web API. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | -------------- | ------- | :------: | ------- | --------------------------------------------------------------------------------------- | | `title` | string | | — | The subject or title of the case. | | `case_id` | string | ✅ | — | The unique identifier (GUID) of the case to update. | | `user_id` | string | | — | The user's ID or 'me' for the authenticated user. | | `statuscode` | integer | | — | The current status of the case (e.g., 1 for Active, 2 for In Progress, 3 for Resolved). | | `description` | string | | — | A detailed description of the issue or inquiry. | | `prioritycode` | integer | | — | The priority level of the case (e.g., 1 for High, 2 for Normal, 3 for Low). | *** ### `Dynamics365 Dynamicscrm Update Invoice` Integration name: **DYNAMICS365\_DYNAMICSCRM\_UPDATE\_INVOICE** Updates an existing invoice entity record in Dynamics CRM using the Web API. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | ------------- | ------ | :------: | --------------------------------------------------- | ---------------------------------------------------------- | | `name` | string | | `"Invoice #12345 - Updated"` | The updated name or number of the invoice. | | `duedate` | string | | `"2024-12-31"` | The updated due date for the invoice in YYYY-MM-DD format. | | `user_id` | string | | — | The user's ID or 'me' for the authenticated user. | | `invoice_id` | string | ✅ | `"00000000-0000-0000-0000-000000000000"` | The unique identifier (GUID) of the invoice to update. | | `description` | string | | `"This is an updated description for the invoice."` | The updated description of the invoice. | | `totalamount` | number | | `1500` | The updated total amount for the invoice. | *** ### `Dynamics365 Dynamicscrm Update Lead` Integration name: **DYNAMICS365\_DYNAMICSCRM\_UPDATE\_LEAD** Updates an existing lead entity record in Dynamics CRM using the Web API. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | --------------- | ------ | :------: | ------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | `lead_id` | string | ✅ | — | The unique identifier (GUID) of the lead to update. Must be passed exactly as returned by Dynamics CRM lookup tools — no added braces or modified dash formatting. | | `subject` | string | | — | A brief description or title for the lead. | | `user_id` | string | | — | The user's ID or 'me' for the authenticated user. | | `lastname` | string | | — | Last name of the lead. | | `firstname` | string | | — | First name of the lead. | | `telephone1` | string | | — | Primary phone number of the lead. | | `companyname` | string | | — | Name of the company associated with the lead. | | `emailaddress1` | string | | — | Primary email address of the lead. | *** ### `Dynamics365 Dynamicscrm Update Opportunity` Integration name: **DYNAMICS365\_DYNAMICSCRM\_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. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | ----------------------- | ------- | :------: | ------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | `name` | string | | — | The name or title of the opportunity. | | `user_id` | string | | — | The user's ID or 'me' for the authenticated user. | | `description` | string | | — | A brief description of the opportunity. | | `estimatedvalue` | number | | — | The anticipated revenue from the opportunity. | | `opportunity_id` | string | ✅ | — | The unique identifier (GUID) of the opportunity to update. Use the GUID exactly as returned by CRM lookup or list tools — reformatting the value will cause the update to fail. | | `salesstagecode` | integer | | — | The current sales stage (e.g., 1 for Qualify, 2 for Develop, 3 for Propose). | | `estimatedclosedate` | string | | — | The expected close date of the opportunity in 'YYYY-MM-DD' format. | | `opportunityratingcode` | integer | | — | The rating of the opportunity (e.g., 1 for Cold, 2 for Warm, 3 for Hot). | *** ### `Dynamics365 Dynamicscrm Update Sales Order` Integration name: **DYNAMICS365\_DYNAMICSCRM\_UPDATE\_SALES\_ORDER** Updates an existing sales order entity record in Dynamics CRM using the Web API. #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | ---------------- | ------ | :------: | ------------------------------------------------------- | ---------------------------------------------------------- | | `name` | string | | `"Order #12345 - Updated"` | The updated name of the sales order. | | `user_id` | string | | — | The user's ID or 'me' for the authenticated user. | | `description` | string | | `"This is an updated description for the sales order."` | The updated description of the sales order. | | `freightamount` | number | | `75` | The updated freight or shipping cost for the order. | | `salesorder_id` | string | ✅ | `"00000000-0000-0000-0000-000000000000"` | The unique identifier (GUID) of the sales order to update. | | `discountamount` | number | | `15` | The updated discount amount for the order. | *** ### `Dynamics365 Get All Invoices Action` Integration name: **DYNAMICS365\_GET\_ALL\_INVOICES\_ACTION** Get all invoices action #### Parameters Your Toolhouse AI worker will automatically pass these parameters as input when the tool is called. | Parameter | Type | Required | Example | Description | | --------- | ------- | :------: | ------- | --------------------------------------------------------------------------- | | `top` | integer | | — | Maximum number of invoices to return | | `skip` | integer | | — | Number of invoices to skip for pagination | | `filter` | string | | — | OData filter criteria for invoices (e.g., contains(customerName,'Contoso')) | | `select` | string | | — | Comma-separated list of fields to return (e.g., invoiceid,name,totalamount) | | `orderby` | string | | — | Field to order by (e.g., createdon desc) | *** --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. 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