MCP clientCRM

Microsoft Dynamics 365

Retrieve governed account, contact, and opportunity context from Dynamics 365 Sales.

AutoRFP.ai connects to the Microsoft Dynamics 365 MCP server as a client, pulling its context into your responses.

How it works

AutoRFP.ai connects as a client to the official Dynamics 365 Sales Model Context Protocol (MCP) server, bringing authorized CRM context into the Project Agent.

Dynamics 365 customers can keep opportunity context in their Microsoft environment. The official Sales MCP server gives the Project Agent a standard, permission-aware way to retrieve it.

Connect Dynamics 365 Sales through MCP

1
Enable the Microsoft servers
Your administrator enables the Dynamics 365 Sales MCP server and, when needed, the Dataverse MCP server.
2
Add the tenant endpoint
Configure the endpoint for your Microsoft environment and complete the required sign-in.
3
Use CRM context in the response
Ask the Project Agent for relevant customer and opportunity information while you draft.

Microsoft CRM context

Retrieve enabled sales records from the Dynamics environment where your account team works.

Dataverse access when required

Organizations can pair the Sales MCP server with Dataverse for the record operations they approve.

Tenant-governed connection

Microsoft environment settings, user permissions, and Copilot consumption requirements continue to apply.

Frequently asked questions

Is this an official Microsoft MCP server?

Yes. Microsoft publishes MCP servers for Dynamics 365 Sales and Dataverse.

Does every MCP client support the Dynamics server?

Client support depends on Microsoft's current compatibility list and your tenant configuration. AutoRFP.ai connects using the standard remote MCP pattern supported by the server.