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.

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.

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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).

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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.

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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)'

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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.

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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.

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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)'

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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

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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.

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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)

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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).

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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.

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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.

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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).

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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.

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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)

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