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Microsoft Dynamics 365 Sales

Close more deals and increase seller efficiency with an AI-powered CRM solution. Connect your account through managed OAuth to use the available operations in an agent task.

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Connect Microsoft Dynamics 365 Sales using the Connectors control before sending. Authorization opens separately and your draft stays here.

Setup

Connect Microsoft Dynamics 365 Sales with an explicit scope.

You need an AgentSky account and authority to connect the application account. Start with a read-only task before allowing changes.

01

Find the application

Open connector settings and search for Microsoft Dynamics 365 Sales. If the catalog is unavailable, retry its load; an unavailable list is not proof the app is unsupported.

02

Review authorization

Review the Microsoft Dynamics 365 Sales account, workspace and permissions on the authorization screen. Your organization's policies or administrator approval may limit which resources the connection can access.

03

Verify a bounded task

Name one Microsoft Dynamics 365 Sales resource you can already access and ask the agent to check whether a read operation is available. If it is, retrieve and summarize that resource without changing it. If it is not, ask the agent to explain the missing operation or permission.

Verify access and results

A connected account is the start of the workflow.

Open the same resource in Microsoft Dynamics 365 Sales and compare it with the agent's result. Check the account, resource identifier and current content before using the output for another task.

  • Access troubleshooting

    If Microsoft Dynamics 365 Sales access fails, check the connected identity, resource sharing and requested permissions. Reconnect an expired or revoked account in connector settings. If the connection is healthy but an operation is unavailable, changing accounts may not resolve it.

  • Available actions

    The runtime discovers the connector's current operations and input requirements. Do not assume every feature in the application's website is available as an agent action.

  • Authorize changes explicitly

    For writes, specify the target and the allowed change. An instruction to draft or analyze is not permission to publish, send or delete.

Common questions

Related resources

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Use Microsoft Dynamics 365 Sales with OpenCode in the shared Composer.

All connectors

Understand managed application access.

Channels

Choose where the agent conversation happens.

Data handling

Review your workflow's data boundaries.

Pricing

Review charges before running work.

Connect the right Microsoft Dynamics 365 Sales account.

Open connector settings