Microsoft Dynamics 365

Search Dynamics 365 and Dataverse data and run SQL-style read queries against it

The Dynamics 365 integration connects your assistant to Microsoft's official Dataverse Model Context Protocol server. You can search and query your Dynamics 365 and Dataverse data (Sales, Customer Service, custom tables): record search, SQL-style read queries, and schema discovery.

At launch, access is read-only and runs in the context of the signed-in user. Your Dataverse security roles and row-level permissions continue to apply.

When to Use

Ideal for:

  • Searching records in Dynamics 365 / Dataverse
  • Running SQL-style read queries across tables
  • Discovering the table schema: tables, columns, and relationships

Not suited for:

  • Writing changes to records (launch access is read-only)
  • Business Central and Finance & Operations: these are separate products and are not covered here

Requirements

  1. A Power Platform administrator has enabled the Dataverse MCP server for the environment and added meinGPT's application ID to the environment's allowed MCP clients list
  2. Your environment URL (for example https://yourorg.crm.dynamics.com)
  3. A Microsoft account to connect

Attention

Cost note: Microsoft meters Dataverse MCP usage in Copilot Credits for users without a Dynamics 365 Premium or Microsoft 365 Copilot license. Review your Microsoft licensing before rolling the connector out broadly.

Setup

Enable the MCP server: A Power Platform admin enables the Dataverse MCP server for the environment and adds meinGPT's application ID to the environment's allowed MCP clients list.

Enable the connector: Select Dynamics 365 under the connectors in the assistant editor and save the assistant.

Connect: Click "Connect" in the "Connectors" dialog or under "Connections", sign in with your Microsoft account, and enter your environment URL.

Available Features

Search records

"Find all open opportunities for the account 'Example Ltd'"
"Search contacts with the domain example.com"

Run read queries

"Show me the 10 most recently updated cases in Customer Service"
"How many leads were added this month?"

Discover the schema

"Which columns does the 'Accounts' table have?"
"Which tables exist in this environment?"

Permissions

  • Launch access is read-only
  • Tool calls run with the signed-in user's permissions
  • Your Dataverse security roles and row-level permissions apply

Privacy and Security

  • Authentication uses your Microsoft account
  • meinGPT stores no Microsoft passwords; the access token is stored encrypted
  • All data is transmitted encrypted
  • You can revoke the connection at any time under "Connections" in meinGPT or in your Microsoft account settings
Was this page helpful?