---
title: "Microsoft Dynamics 365"
description: "Search Dynamics 365 and Dataverse data and run SQL-style read queries against it"
canonical_url: "https://meingpt.com/en/docs/integrations/connectors/microsoft-dynamics365"
language: en
---

# Microsoft Dynamics 365

The Dynamics 365 integration connects your assistant to Microsoft's official [Dataverse Model Context Protocol server](https://learn.microsoft.com/power-apps/maker/data-platform/data-platform-mcp). 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

**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