Microsoft Dynamics 365
Retrieve governed account, contact, and opportunity context from Dynamics 365 Sales.
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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.
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.
Connect Dynamics 365 Sales through MCP
- [01]
Enable the Microsoft servers
Your administrator enables the Dynamics 365 Sales MCP server and, when needed, the Dataverse MCP server.
- [02]
Add the tenant endpoint
Configure the endpoint for your Microsoft environment and complete the required sign-in.
- [03]
Use CRM context in the response
Ask the Project Agent for relevant customer and opportunity information while you draft.
Frequently asked questions
Something else on your list? Bring it to a demo and we will answer it on one of your own questionnaires.
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.
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Product demo
See Microsoft Dynamics 365 and AutoRFP.ai in action
Every draft carries a Trust Score for its sources and a Feedback Score for how fully it answers. Quality is measured by how little your team changes, and every approval records it. In a recent RFP, Red Rover had 95% of responses automated (83 out of 87 requirements). Measure it on your own RFPs in a two-week proof of concept.