{"id":"dc41f460-5609-4a05-9d61-db9ff86e548e","entityType":"agent","slug":"clawhub-hith3sh-dynamics-365","name":"Dynamics 365","canonicalUrl":"https://www.xpersona.co/agent/clawhub-hith3sh-dynamics-365","canonicalPath":"/agent/clawhub-hith3sh-dynamics-365","generatedAt":"2026-10-09T22:08:13.051Z","source":"CLAWHUB","claimStatus":"UNCLAIMED","verificationTier":"NONE","summary":{"evidence":{"source":"editorial-content","verified":true,"confidence":"high","updatedAt":"2026-10-09T11:48:18.299Z","emptyReason":null},"description":"Work with Microsoft Dynamics 365 CRM records, accounts, contacts, leads, opportunities, and activities - powered by ClawLink. Skill: Dynamics 365 Owner: hith3sh Summary: Work with Microsoft Dynamics 365 CRM records, accounts, contacts, leads, opportunities, and activities - powered by ClawLink. 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powered by ClawLink.\n\nTags: clawlink:0.1.0, integration:0.1.0, latest:1.0.5\n\nVersion history:\n\nv1.0.5 | 2026-06-09T07:07:04.243Z | user\n\nAdd UTM attribution tags (utm_source=clawhub) to ClawLink branding links so visits from this skill page are tracked as a distinct traffic source.\n\nv1.0.4 | 2026-06-09T04:45:47.776Z | auto\n\n- Removed the sample file skill-card.md.\n- No changes to features or functionality.\n\nv1.0.2 | 2026-06-08T16:45:59.097Z | auto\n\nNo changes were detected in this release.\n\n- No file changes since the previous version.\n\nv1.0.1 | 2026-06-08T16:27:50.470Z | auto\n\n- Added a Dynamics 365 logo to the documentation for clearer branding.\n- Minor updates and cleanup to SKILL.md documentation.\n- Removed outdated skill-card.md file.\n\nv0.1.2 | 2026-06-07T14:05:59.058Z | user\n\nAdd/fix Setup in 3 Steps GIF table so connection GIFs render correctly.\n\nv0.1.1 | 2026-06-07T13:28:29.279Z | user\n\nFull rewrite to new standard: added tool reference tables, 3-step GIF table, architecture diagram, code examples, error handling, and troubleshooting.\n\nv0.1.0 | 2026-05-16T15:34:30.297Z | user\n\nInitial ClawLink integration skill.\n\nArchive index:\n\nArchive v1.0.5: 3 files, 4153 bytes\n\nFiles: skill-card.md (2074b), SKILL.md (9625b), _meta.json (131b)\n\nFile v1.0.5:SKILL.md\n\n---\nname: dynamics-365-crm\ndescription: Work with Microsoft Dynamics 365 CRM records, accounts, contacts, leads, opportunities, and activities - powered by ClawLink.\n---\n\n# Dynamics 365\n\n\n\nWork with Dynamics 365 from chat — manage CRM records, accounts, contacts, leads, opportunities, and activities.\n\nPowered by [ClawLink](https://claw-link.dev/?utm_source=clawhub&utm_medium=referral&utm_content=dynamics-365-crm), an integration hub for OpenClaw that handles hosted connection flows and credentials so you don't need to configure Dynamics 365 API access yourself.\n\n### Setup in 3 Steps\n\n| Step 1: Install | Step 2: Pair Account | Step 3: Connect Dynamics 365 |\n|:---:|:---:|:---:|\n|  |  | *App-specific connection GIF coming soon* |\n| Run the install command in OpenClaw | Sign in and approve the device | Open the dashboard and connect Dynamics 365 |\n\n## Connection flow\n\n```\nUser → ClawLink OAuth → Microsoft Dynamics 365 account\n ↓\n OpenClaw tools\n (via ClawLink)\n```\n\n**Step 1** — Install the ClawLink plugin:\n```\nopenclaw plugins install clawhub:clawlink-plugin\n```\nStart a fresh chat after installing.\n\n**Step 2** — Pair ClawLink:\n1. Call `clawlink_begin_pairing`\n2. Open the returned URL in your browser\n3. Sign in to ClawLink and approve the device\n\n**Step 3** — Connect Dynamics 365:\nOpen [claw-link.dev/dashboard?add=dynamics-365](https://claw-link.dev/dashboard?add=dynamics-365), complete the OAuth flow, then confirm.\n\n*App-specific connection GIF coming soon*\n\n**Step 4** — Verify and discover:\n```javascript\n// 1. Verify Dynamics 365 is connected\nclawlink_list_integrations()\n\n// 2. List available tools\nclawlink_list_tools({ integration: \"dynamics-365\" })\n\n// 3. Search tools if needed\nclawlink_search_tools({ query: \"lead\", integration: \"dynamics-365\" })\n```\n\n## Architecture\n\n```\n┌─────────────────────────────────────────────────────────┐\n│ OpenClaw (you) │\n├─────────────────────────────────────────────────────────┤\n│ ClawLink Plugin → clawlink_* tools │\n├─────────────────────────────────────────────────────────┤\n│ ClawLink Cloud │\n│ (credentials, connection state, routing) │\n├─────────────────────────────────────────────────────────┤\n│ Microsoft Dynamics 365 Web API │\n│ (user's CRM account) │\n└─────────────────────────────────────────────────────────┘\n```\n\n## Tool reference\n\n### Create operations\n\n| Tool | Description | Risk |\n|------|-------------|------|\n| `dynamics365_dynamicscrm_create_account` | Create a new account entity record | confirm |\n| `dynamics365_dynamicscrm_create_case` | Create a new case (incident) entity record | confirm |\n| `dynamics365_dynamicscrm_create_contact` | Create a new contact entity record | confirm |\n| `dynamics365_dynamicscrm_create_invoice` | Create a new invoice entity record | confirm |\n| `dynamics365_dynamicscrm_create_lead` | Create a new lead entity record | confirm |\n| `dynamics365_dynamicscrm_create_opportunity` | Create a new opportunity entity record | confirm |\n| `dynamics365_dynamicscrm_create_sales_order` | Create a new sales order entity record | confirm |\n\n### Read operations\n\n| Tool | Description | Risk |\n|------|-------------|------|\n| `dynamics365_dynamicscrm_get_a_invoice` | Get a specific invoice by ID | safe |\n| `dynamics365_dynamicscrm_get_a_lead` | Get a specific lead by ID | safe |\n| `dynamics365_dynamicscrm_get_all_leads` | Get all leads from the CRM | safe |\n| `dynamics365_get_all_invoices_action` | Get all invoices | safe |\n\n### Update operations\n\n| Tool | Description | Risk |\n|------|-------------|------|\n| `dynamics365_dynamicscrm_update_case` | Update an existing case (incident) | confirm |\n| `dynamics365_dynamicscrm_update_invoice` | Update an existing invoice | confirm |\n| `dynamics365_dynamicscrm_update_lead` | Update an existing lead | confirm |\n| `dynamics365_dynamicscrm_update_opportunity` | Update an existing opportunity | confirm |\n| `dynamics365_dynamicscrm_update_sales_order` | Update an existing sales order | confirm |\n\n## Code examples\n\n### Example 1: Create and manage leads\n\n```javascript\n// Create a new lead\nconst lead = await clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_create_lead\",\n parameters: {\n subject: \"New product inquiry\",\n firstname: \"Jane\",\n lastname: \"Doe\",\n emailaddress1: \"jane.doe@example.com\",\n companyname: \"Acme Corp\"\n }\n});\n\n// Get a specific lead\nconst specificLead = await clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_get_a_lead\",\n parameters: { lead_id: \"abc123\" }\n});\n\n// Get all leads\nconst allLeads = await clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_get_all_leads\",\n parameters: {}\n});\n\n// Update a lead\nawait clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_update_lead\",\n parameters: {\n lead_id: \"abc123\",\n subject: \"Updated subject line\",\n telephone1: \"+1-555-0100\"\n }\n});\n```\n\n### Example 2: Manage accounts and contacts\n\n```javascript\n// Create an account\nconst account = await clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_create_account\",\n parameters: {\n name: \"Acme Corporation\",\n telephone1: \"+1-555-0100\",\n address1_city: \"Seattle\"\n }\n});\n\n// Create a contact\nconst contact = await clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_create_contact\",\n parameters: {\n firstname: \"John\",\n lastname: \"Smith\",\n emailaddress1: \"john.smith@acme.com\",\n parentcustomerid_account: account.id\n }\n});\n```\n\n### Example 3: Manage opportunities and sales orders\n\n```javascript\n// Create an opportunity\nconst opportunity = await clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_create_opportunity\",\n parameters: {\n name: \"Enterprise deal - Acme Corp\",\n estimatedvalue: 50000,\n estimatedclosedate: \"2024-06-30\"\n }\n});\n\n// Update an opportunity\nawait clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_update_opportunity\",\n parameters: {\n opportunity_id: \"opportunity123\",\n estimatedvalue: 75000,\n description: \"Expanded scope\"\n }\n});\n\n// Create a sales order\nconst order = await clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_create_sales_order\",\n parameters: {\n name: \"SO-001\",\n customerid_account: \"account123\"\n }\n});\n```\n\n### Example 4: Handle cases and invoices\n\n```javascript\n// Create a case\nconst case = await clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_create_case\",\n parameters: {\n title: \"Technical support request\",\n customerid_account: \"account123\",\n caseorigincode: \"Web\"\n }\n});\n\n// Update a case\nawait clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_update_case\",\n parameters: {\n incident_id: \"case123\",\n description: \"Issue resolved\"\n }\n});\n\n// Get all invoices\nconst invoices = await clawlink_call_tool({\n tool: \"dynamics365_get_all_invoices_action\",\n parameters: {}\n});\n\n// Get a specific invoice\nconst invoice = await clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_get_a_invoice\",\n parameters: { invoice_id: \"inv123\" }\n});\n```\n\n## Error handling\n\n| Error pattern | Likely cause | Resolution |\n|---------------|--------------|------------|\n| `estimatedclosedate required` | Server-side requirement for opportunity | Include `estimatedclosedate` when creating opportunities |\n| `transactioncurrency required` | Server-side requirement for some entities | Ensure transaction currency is set at server level |\n| `entity not found` | Wrong entity ID or type | Verify entity ID format and type |\n| `permission denied` | Missing Dynamics 365 permissions | User may need to reconnect with proper CRM roles |\n\n## Security & Permissions\n\n- ClawLink stores only the OAuth token for Dynamics 365\n- Device credentials are stored locally in OpenClaw plugin config\n- CRM permissions depend on the user's assigned Dynamics 365 roles\n- Some entities may require specific field-level permissions\n\n## Troubleshooting\n\n**Tools not showing up after install:**\n- Start a fresh OpenClaw chat to reload the plugin catalog\n- Call `clawlink_list_integrations` to confirm ClawLink is paired\n\n**\"Permission denied\" errors:**\n- User needs appropriate Dynamics 365 roles assigned in Azure AD\n- Some CRM operations require specific security roles\n\n**Opportunity/invoice creation fails:**\n- Some CRM configurations enforce fields not exposed in the schema\n- Check `estimatedclosedate` for opportunities\n- Check transaction currency requirements for invoicing\n\n---\n\nPowered by [ClawLink](https://claw-link.dev/?utm_source=clawhub&utm_medium=referral&utm_content=dynamics-365-crm) — your OpenClaw integration hub for Dynamics 365.\n\nFile v1.0.5:_meta.json\n\n{\n \"ownerId\": \"kn713pxvayh8fjhb503zjb8yxh815j54\",\n \"slug\": \"dynamics-365\",\n \"version\": \"1.0.5\",\n \"publishedAt\": 1780988824243\n}\n\nFile v1.0.5:skill-card.md\n\n## Description:\n\nWork with Microsoft Dynamics 365 CRM records, accounts, contacts, leads, opportunities, and activities - powered by ClawLink.\n\nThis skill is ready for commercial/non-commercial use.\n\n## Publisher:\n\n[hith3sh](https://clawhub.ai/user/hith3sh)\n\n### License/Terms of Use:\n\nMIT-0\n\n## Use Case:\n\nDevelopers, operators, and CRM users use this skill to connect OpenClaw to Microsoft Dynamics 365 through ClawLink, discover available CRM tools, and work with records such as accounts, contacts, leads, opportunities, cases, invoices, and sales orders.\n\n### Deployment Geography for Use:\n\nGlobal\n\n## Known Risks and Mitigations:\n\nRisk: The skill can access sensitive CRM data such as leads, invoices, opportunities, and sales orders.\n\nMitigation: Install only when ClawLink and the OpenClaw package source are trusted, and use a least-privileged Dynamics 365 account.\n\nRisk: Create and update tools can modify Dynamics 365 CRM records.\n\nMitigation: Review CRM writes before confirming them and ensure the connected account has only the roles needed for the intended workflow.\n\n## Reference(s):\n\n- [Dynamics 365 Skill Page](https://clawhub.ai/hith3sh/skills/dynamics-365)\n- [ClawLink](https://claw-link.dev/?utm_source=clawhub&utm_medium=referral&utm_content=dynamics-365-crm)\n- [ClawLink Dynamics 365 Dashboard](https://claw-link.dev/dashboard?add=dynamics-365)\n\n## Skill Output:\n\n**Output Type(s):** [Text, Markdown, Code, Shell commands, Configuration guidance]\n\n**Output Format:** [Markdown with inline shell and JavaScript code blocks]\n\n**Output Parameters:** [1D]\n\n**Other Properties Related to Output:** [Guides account pairing, integration setup, tool discovery, CRM read operations, and confirmed CRM write operations.]\n\n## Skill Version(s):\n\n1.0.5 (source: server-resolved release metadata)\n\n## Ethical Considerations:\n\nUsers should evaluate whether this skill is appropriate for their environment, review any generated or modified files before relying on them, and apply their organization's safety, security, and compliance requirements before deployment.\n\nArchive v1.0.4: 3 files, 4079 bytes\n\nFiles: skill-card.md (2153b), SKILL.md (9487b), _meta.json (131b)\n\nFile v1.0.4:SKILL.md\n\n---\nname: dynamics-365-crm\ndescription: Work with Microsoft Dynamics 365 CRM records, accounts, contacts, leads, opportunities, and activities - powered by ClawLink.\n---\n\n# Dynamics 365\n\n\n\nWork with Dynamics 365 from chat — manage CRM records, accounts, contacts, leads, opportunities, and activities.\n\nPowered by [ClawLink](https://claw-link.dev), an integration hub for OpenClaw that handles hosted connection flows and credentials so you don't need to configure Dynamics 365 API access yourself.\n\n### Setup in 3 Steps\n\n| Step 1: Install | Step 2: Pair Account | Step 3: Connect Dynamics 365 |\n|:---:|:---:|:---:|\n|  |  | *App-specific connection GIF coming soon* |\n| Run the install command in OpenClaw | Sign in and approve the device | Open the dashboard and connect Dynamics 365 |\n\n## Connection flow\n\n```\nUser → ClawLink OAuth → Microsoft Dynamics 365 account\n ↓\n OpenClaw tools\n (via ClawLink)\n```\n\n**Step 1** — Install the ClawLink plugin:\n```\nopenclaw plugins install clawhub:clawlink-plugin\n```\nStart a fresh chat after installing.\n\n**Step 2** — Pair ClawLink:\n1. Call `clawlink_begin_pairing`\n2. Open the returned URL in your browser\n3. Sign in to ClawLink and approve the device\n\n**Step 3** — Connect Dynamics 365:\nOpen [claw-link.dev/dashboard?add=dynamics-365](https://claw-link.dev/dashboard?add=dynamics-365), complete the OAuth flow, then confirm.\n\n*App-specific connection GIF coming soon*\n\n**Step 4** — Verify and discover:\n```javascript\n// 1. Verify Dynamics 365 is connected\nclawlink_list_integrations()\n\n// 2. List available tools\nclawlink_list_tools({ integration: \"dynamics-365\" })\n\n// 3. Search tools if needed\nclawlink_search_tools({ query: \"lead\", integration: \"dynamics-365\" })\n```\n\n## Architecture\n\n```\n┌─────────────────────────────────────────────────────────┐\n│ OpenClaw (you) │\n├─────────────────────────────────────────────────────────┤\n│ ClawLink Plugin → clawlink_* tools │\n├─────────────────────────────────────────────────────────┤\n│ ClawLink Cloud │\n│ (credentials, connection state, routing) │\n├─────────────────────────────────────────────────────────┤\n│ Microsoft Dynamics 365 Web API │\n│ (user's CRM account) │\n└─────────────────────────────────────────────────────────┘\n```\n\n## Tool reference\n\n### Create operations\n\n| Tool | Description | Risk |\n|------|-------------|------|\n| `dynamics365_dynamicscrm_create_account` | Create a new account entity record | confirm |\n| `dynamics365_dynamicscrm_create_case` | Create a new case (incident) entity record | confirm |\n| `dynamics365_dynamicscrm_create_contact` | Create a new contact entity record | confirm |\n| `dynamics365_dynamicscrm_create_invoice` | Create a new invoice entity record | confirm |\n| `dynamics365_dynamicscrm_create_lead` | Create a new lead entity record | confirm |\n| `dynamics365_dynamicscrm_create_opportunity` | Create a new opportunity entity record | confirm |\n| `dynamics365_dynamicscrm_create_sales_order` | Create a new sales order entity record | confirm |\n\n### Read operations\n\n| Tool | Description | Risk |\n|------|-------------|------|\n| `dynamics365_dynamicscrm_get_a_invoice` | Get a specific invoice by ID | safe |\n| `dynamics365_dynamicscrm_get_a_lead` | Get a specific lead by ID | safe |\n| `dynamics365_dynamicscrm_get_all_leads` | Get all leads from the CRM | safe |\n| `dynamics365_get_all_invoices_action` | Get all invoices | safe |\n\n### Update operations\n\n| Tool | Description | Risk |\n|------|-------------|------|\n| `dynamics365_dynamicscrm_update_case` | Update an existing case (incident) | confirm |\n| `dynamics365_dynamicscrm_update_invoice` | Update an existing invoice | confirm |\n| `dynamics365_dynamicscrm_update_lead` | Update an existing lead | confirm |\n| `dynamics365_dynamicscrm_update_opportunity` | Update an existing opportunity | confirm |\n| `dynamics365_dynamicscrm_update_sales_order` | Update an existing sales order | confirm |\n\n## Code examples\n\n### Example 1: Create and manage leads\n\n```javascript\n// Create a new lead\nconst lead = await clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_create_lead\",\n parameters: {\n subject: \"New product inquiry\",\n firstname: \"Jane\",\n lastname: \"Doe\",\n emailaddress1: \"jane.doe@example.com\",\n companyname: \"Acme Corp\"\n }\n});\n\n// Get a specific lead\nconst specificLead = await clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_get_a_lead\",\n parameters: { lead_id: \"abc123\" }\n});\n\n// Get all leads\nconst allLeads = await clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_get_all_leads\",\n parameters: {}\n});\n\n// Update a lead\nawait clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_update_lead\",\n parameters: {\n lead_id: \"abc123\",\n subject: \"Updated subject line\",\n telephone1: \"+1-555-0100\"\n }\n});\n```\n\n### Example 2: Manage accounts and contacts\n\n```javascript\n// Create an account\nconst account = await clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_create_account\",\n parameters: {\n name: \"Acme Corporation\",\n telephone1: \"+1-555-0100\",\n address1_city: \"Seattle\"\n }\n});\n\n// Create a contact\nconst contact = await clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_create_contact\",\n parameters: {\n firstname: \"John\",\n lastname: \"Smith\",\n emailaddress1: \"john.smith@acme.com\",\n parentcustomerid_account: account.id\n }\n});\n```\n\n### Example 3: Manage opportunities and sales orders\n\n```javascript\n// Create an opportunity\nconst opportunity = await clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_create_opportunity\",\n parameters: {\n name: \"Enterprise deal - Acme Corp\",\n estimatedvalue: 50000,\n estimatedclosedate: \"2024-06-30\"\n }\n});\n\n// Update an opportunity\nawait clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_update_opportunity\",\n parameters: {\n opportunity_id: \"opportunity123\",\n estimatedvalue: 75000,\n description: \"Expanded scope\"\n }\n});\n\n// Create a sales order\nconst order = await clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_create_sales_order\",\n parameters: {\n name: \"SO-001\",\n customerid_account: \"account123\"\n }\n});\n```\n\n### Example 4: Handle cases and invoices\n\n```javascript\n// Create a case\nconst case = await clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_create_case\",\n parameters: {\n title: \"Technical support request\",\n customerid_account: \"account123\",\n caseorigincode: \"Web\"\n }\n});\n\n// Update a case\nawait clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_update_case\",\n parameters: {\n incident_id: \"case123\",\n description: \"Issue resolved\"\n }\n});\n\n// Get all invoices\nconst invoices = await clawlink_call_tool({\n tool: \"dynamics365_get_all_invoices_action\",\n parameters: {}\n});\n\n// Get a specific invoice\nconst invoice = await clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_get_a_invoice\",\n parameters: { invoice_id: \"inv123\" }\n});\n```\n\n## Error handling\n\n| Error pattern | Likely cause | Resolution |\n|---------------|--------------|------------|\n| `estimatedclosedate required` | Server-side requirement for opportunity | Include `estimatedclosedate` when creating opportunities |\n| `transactioncurrency required` | Server-side requirement for some entities | Ensure transaction currency is set at server level |\n| `entity not found` | Wrong entity ID or type | Verify entity ID format and type |\n| `permission denied` | Missing Dynamics 365 permissions | User may need to reconnect with proper CRM roles |\n\n## Security & Permissions\n\n- ClawLink stores only the OAuth token for Dynamics 365\n- Device credentials are stored locally in OpenClaw plugin config\n- CRM permissions depend on the user's assigned Dynamics 365 roles\n- Some entities may require specific field-level permissions\n\n## Troubleshooting\n\n**Tools not showing up after install:**\n- Start a fresh OpenClaw chat to reload the plugin catalog\n- Call `clawlink_list_integrations` to confirm ClawLink is paired\n\n**\"Permission denied\" errors:**\n- User needs appropriate Dynamics 365 roles assigned in Azure AD\n- Some CRM operations require specific security roles\n\n**Opportunity/invoice creation fails:**\n- Some CRM configurations enforce fields not exposed in the schema\n- Check `estimatedclosedate` for opportunities\n- Check transaction currency requirements for invoicing\n\n---\n\nPowered by [ClawLink](https://claw-link.dev) — your OpenClaw integration hub for Dynamics 365.\n\nFile v1.0.4:_meta.json\n\n{\n \"ownerId\": \"kn713pxvayh8fjhb503zjb8yxh815j54\",\n \"slug\": \"dynamics-365\",\n \"version\": \"1.0.4\",\n \"publishedAt\": 1780980347776\n}\n\nFile v1.0.4:skill-card.md\n\n## Description:
\nWork with Microsoft Dynamics 365 CRM records, accounts, contacts, leads, opportunities, and activities - powered by ClawLink.
\n\nThis skill is ready for commercial/non-commercial use.
\n\n## Publisher:
\n[hith3sh](https://clawhub.ai/user/hith3sh)
\n\n### License/Terms of Use:
\nMIT-0
\n\n\n## Use Case:
\nExternal users and developers use this skill to connect a Dynamics 365 account through ClawLink and work with CRM records such as accounts, contacts, leads, opportunities, cases, invoices, and sales orders from an agent chat.
\n\n### Deployment Geography for Use:
\nGlobal
\n\n## Known Risks and Mitigations:
\nRisk: The skill connects to Dynamics 365 through OAuth and can access sensitive CRM data under the connected user's permissions.
\nMitigation: Install only when a Dynamics 365 account should be connected through ClawLink, and use a test tenant or test records first.
\nRisk: Create and update examples for leads, accounts, opportunities, cases, invoices, and sales orders can make real business-data changes.
\nMitigation: Review tool calls and parameters before execution, especially for create and update operations.
\n\n\n## Reference(s):
\n- [ClawHub Skill Page](https://clawhub.ai/hith3sh/dynamics-365-crm)
\n- [ClawLink](https://claw-link.dev)
\n- [ClawLink Dynamics 365 Connection](https://claw-link.dev/dashboard?add=dynamics-365)
\n\n\n## Skill Output:
\n**Output Type(s):** [guidance, shell commands, code, configuration]
\n**Output Format:** [Markdown with inline shell commands and JavaScript examples]
\n**Output Parameters:** [1D]
\n**Other Properties Related to Output:** [Requires a ClawLink OAuth connection to Dynamics 365 and uses the CRM permissions assigned to the connected user.]
\n\n## Skill Version(s):
\n1.0.4 (source: server release metadata)
\n\n## Ethical Considerations:
\nUsers should evaluate whether this skill is appropriate for their environment, review any generated or modified files before relying on them, and apply their organization's safety, security, and compliance requirements before deployment.
\n\nArchive v1.0.2: 3 files, 4235 bytes\n\nFiles: skill-card.md (2504b), SKILL.md (9487b), _meta.json (131b)\n\nFile v1.0.2:SKILL.md\n\n---\nname: dynamics-365-crm\ndescription: Work with Microsoft Dynamics 365 CRM records, accounts, contacts, leads, opportunities, and activities - powered by ClawLink.\n---\n\n# Dynamics 365\n\n\n\nWork with Dynamics 365 from chat — manage CRM records, accounts, contacts, leads, opportunities, and activities.\n\nPowered by [ClawLink](https://claw-link.dev), an integration hub for OpenClaw that handles hosted connection flows and credentials so you don't need to configure Dynamics 365 API access yourself.\n\n### Setup in 3 Steps\n\n| Step 1: Install | Step 2: Pair Account | Step 3: Connect Dynamics 365 |\n|:---:|:---:|:---:|\n|  |  | *App-specific connection GIF coming soon* |\n| Run the install command in OpenClaw | Sign in and approve the device | Open the dashboard and connect Dynamics 365 |\n\n## Connection flow\n\n```\nUser → ClawLink OAuth → Microsoft Dynamics 365 account\n ↓\n OpenClaw tools\n (via ClawLink)\n```\n\n**Step 1** — Install the ClawLink plugin:\n```\nopenclaw plugins install clawhub:clawlink-plugin\n```\nStart a fresh chat after installing.\n\n**Step 2** — Pair ClawLink:\n1. Call `clawlink_begin_pairing`\n2. Open the returned URL in your browser\n3. Sign in to ClawLink and approve the device\n\n**Step 3** — Connect Dynamics 365:\nOpen [claw-link.dev/dashboard?add=dynamics-365](https://claw-link.dev/dashboard?add=dynamics-365), complete the OAuth flow, then confirm.\n\n*App-specific connection GIF coming soon*\n\n**Step 4** — Verify and discover:\n```javascript\n// 1. Verify Dynamics 365 is connected\nclawlink_list_integrations()\n\n// 2. List available tools\nclawlink_list_tools({ integration: \"dynamics-365\" })\n\n// 3. Search tools if needed\nclawlink_search_tools({ query: \"lead\", integration: \"dynamics-365\" })\n```\n\n## Architecture\n\n```\n┌─────────────────────────────────────────────────────────┐\n│ OpenClaw (you) │\n├─────────────────────────────────────────────────────────┤\n│ ClawLink Plugin → clawlink_* tools │\n├─────────────────────────────────────────────────────────┤\n│ ClawLink Cloud │\n│ (credentials, connection state, routing) │\n├─────────────────────────────────────────────────────────┤\n│ Microsoft Dynamics 365 Web API │\n│ (user's CRM account) │\n└─────────────────────────────────────────────────────────┘\n```\n\n## Tool reference\n\n### Create operations\n\n| Tool | Description | Risk |\n|------|-------------|------|\n| `dynamics365_dynamicscrm_create_account` | Create a new account entity record | confirm |\n| `dynamics365_dynamicscrm_create_case` | Create a new case (incident) entity record | confirm |\n| `dynamics365_dynamicscrm_create_contact` | Create a new contact entity record | confirm |\n| `dynamics365_dynamicscrm_create_invoice` | Create a new invoice entity record | confirm |\n| `dynamics365_dynamicscrm_create_lead` | Create a new lead entity record | confirm |\n| `dynamics365_dynamicscrm_create_opportunity` | Create a new opportunity entity record | confirm |\n| `dynamics365_dynamicscrm_create_sales_order` | Create a new sales order entity record | confirm |\n\n### Read operations\n\n| Tool | Description | Risk |\n|------|-------------|------|\n| `dynamics365_dynamicscrm_get_a_invoice` | Get a specific invoice by ID | safe |\n| `dynamics365_dynamicscrm_get_a_lead` | Get a specific lead by ID | safe |\n| `dynamics365_dynamicscrm_get_all_leads` | Get all leads from the CRM | safe |\n| `dynamics365_get_all_invoices_action` | Get all invoices | safe |\n\n### Update operations\n\n| Tool | Description | Risk |\n|------|-------------|------|\n| `dynamics365_dynamicscrm_update_case` | Update an existing case (incident) | confirm |\n| `dynamics365_dynamicscrm_update_invoice` | Update an existing invoice | confirm |\n| `dynamics365_dynamicscrm_update_lead` | Update an existing lead | confirm |\n| `dynamics365_dynamicscrm_update_opportunity` | Update an existing opportunity | confirm |\n| `dynamics365_dynamicscrm_update_sales_order` | Update an existing sales order | confirm |\n\n## Code examples\n\n### Example 1: Create and manage leads\n\n```javascript\n// Create a new lead\nconst lead = await clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_create_lead\",\n parameters: {\n subject: \"New product inquiry\",\n firstname: \"Jane\",\n lastname: \"Doe\",\n emailaddress1: \"jane.doe@example.com\",\n companyname: \"Acme Corp\"\n }\n});\n\n// Get a specific lead\nconst specificLead = await clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_get_a_lead\",\n parameters: { lead_id: \"abc123\" }\n});\n\n// Get all leads\nconst allLeads = await clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_get_all_leads\",\n parameters: {}\n});\n\n// Update a lead\nawait clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_update_lead\",\n parameters: {\n lead_id: \"abc123\",\n subject: \"Updated subject line\",\n telephone1: \"+1-555-0100\"\n }\n});\n```\n\n### Example 2: Manage accounts and contacts\n\n```javascript\n// Create an account\nconst account = await clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_create_account\",\n parameters: {\n name: \"Acme Corporation\",\n telephone1: \"+1-555-0100\",\n address1_city: \"Seattle\"\n }\n});\n\n// Create a contact\nconst contact = await clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_create_contact\",\n parameters: {\n firstname: \"John\",\n lastname: \"Smith\",\n emailaddress1: \"john.smith@acme.com\",\n parentcustomerid_account: account.id\n }\n});\n```\n\n### Example 3: Manage opportunities and sales orders\n\n```javascript\n// Create an opportunity\nconst opportunity = await clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_create_opportunity\",\n parameters: {\n name: \"Enterprise deal - Acme Corp\",\n estimatedvalue: 50000,\n estimatedclosedate: \"2024-06-30\"\n }\n});\n\n// Update an opportunity\nawait clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_update_opportunity\",\n parameters: {\n opportunity_id: \"opportunity123\",\n estimatedvalue: 75000,\n description: \"Expanded scope\"\n }\n});\n\n// Create a sales order\nconst order = await clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_create_sales_order\",\n parameters: {\n name: \"SO-001\",\n customerid_account: \"account123\"\n }\n});\n```\n\n### Example 4: Handle cases and invoices\n\n```javascript\n// Create a case\nconst case = await clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_create_case\",\n parameters: {\n title: \"Technical support request\",\n customerid_account: \"account123\",\n caseorigincode: \"Web\"\n }\n});\n\n// Update a case\nawait clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_update_case\",\n parameters: {\n incident_id: \"case123\",\n description: \"Issue resolved\"\n }\n});\n\n// Get all invoices\nconst invoices = await clawlink_call_tool({\n tool: \"dynamics365_get_all_invoices_action\",\n parameters: {}\n});\n\n// Get a specific invoice\nconst invoice = await clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_get_a_invoice\",\n parameters: { invoice_id: \"inv123\" }\n});\n```\n\n## Error handling\n\n| Error pattern | Likely cause | Resolution |\n|---------------|--------------|------------|\n| `estimatedclosedate required` | Server-side requirement for opportunity | Include `estimatedclosedate` when creating opportunities |\n| `transactioncurrency required` | Server-side requirement for some entities | Ensure transaction currency is set at server level |\n| `entity not found` | Wrong entity ID or type | Verify entity ID format and type |\n| `permission denied` | Missing Dynamics 365 permissions | User may need to reconnect with proper CRM roles |\n\n## Security & Permissions\n\n- ClawLink stores only the OAuth token for Dynamics 365\n- Device credentials are stored locally in OpenClaw plugin config\n- CRM permissions depend on the user's assigned Dynamics 365 roles\n- Some entities may require specific field-level permissions\n\n## Troubleshooting\n\n**Tools not showing up after install:**\n- Start a fresh OpenClaw chat to reload the plugin catalog\n- Call `clawlink_list_integrations` to confirm ClawLink is paired\n\n**\"Permission denied\" errors:**\n- User needs appropriate Dynamics 365 roles assigned in Azure AD\n- Some CRM operations require specific security roles\n\n**Opportunity/invoice creation fails:**\n- Some CRM configurations enforce fields not exposed in the schema\n- Check `estimatedclosedate` for opportunities\n- Check transaction currency requirements for invoicing\n\n---\n\nPowered by [ClawLink](https://claw-link.dev) — your OpenClaw integration hub for Dynamics 365.\n\nFile v1.0.2:_meta.json\n\n{\n \"ownerId\": \"kn713pxvayh8fjhb503zjb8yxh815j54\",\n \"slug\": \"dynamics-365\",\n \"version\": \"1.0.2\",\n \"publishedAt\": 1780937159097\n}\n\nFile v1.0.2:skill-card.md\n\n## Description:
\nWork with Microsoft Dynamics 365 CRM records, accounts, contacts, leads, opportunities, and activities - powered by ClawLink.
\n\nThis skill is ready for commercial/non-commercial use.
\n\n## Publisher:
\n[hith3sh](https://clawhub.ai/user/hith3sh)
\n\n### License/Terms of Use:
\nMIT-0
\n\n\n## Use Case:
\nDevelopers and CRM operators use this skill to connect an OpenClaw session to Microsoft Dynamics 365 through ClawLink, then read, create, and update CRM entities such as leads, accounts, contacts, cases, opportunities, sales orders, and invoices.
\n\n### Deployment Geography for Use:
\nGlobal
\n\n## Known Risks and Mitigations:
\nRisk: ClawLink receives Dynamics 365 OAuth access and routes CRM requests for this workflow.
\nMitigation: Install only when the user trusts ClawLink for this access, and prefer a sandbox or least-privilege Dynamics role for initial testing.
\nRisk: Create and update operations can change real CRM records such as leads, accounts, cases, opportunities, sales orders, and invoices.
\nMitigation: Review write actions before execution and confirm target record IDs, entity types, and field values before changing production data.
\nRisk: CRM access depends on the user's assigned Dynamics 365 roles and may expose sensitive records or fail on restricted fields.
\nMitigation: Use appropriate Dynamics security roles and field-level permissions, and reconnect or adjust roles when permission errors occur.
\n\n\n## Reference(s):
\n- [ClawHub Dynamics 365 release page](https://clawhub.ai/hith3sh/dynamics-365-crm)
\n- [ClawLink integration hub](https://claw-link.dev)
\n- [ClawLink Dynamics 365 connection dashboard](https://claw-link.dev/dashboard?add=dynamics-365)
\n\n\n## Skill Output:
\n**Output Type(s):** [guidance, markdown, code, shell commands, configuration]
\n**Output Format:** [Markdown with shell commands and JavaScript tool-call examples]
\n**Output Parameters:** [1D]
\n**Other Properties Related to Output:** [Requires ClawLink pairing and Dynamics 365 OAuth access before tool calls can operate on CRM data.]
\n\n## Skill Version(s):
\n1.0.2 (source: server release evidence)
\n\n## Ethical Considerations:
\nUsers should evaluate whether this skill is appropriate for their environment, review any generated or modified files before relying on them, and apply their organization's safety, security, and compliance requirements before deployment.
\n\nArchive v1.0.1: 3 files, 4109 bytes\n\nFiles: skill-card.md (2186b), SKILL.md (9487b), _meta.json (131b)\n\nFile v1.0.1:SKILL.md\n\n---\nname: dynamics-365-crm\ndescription: Work with Microsoft Dynamics 365 CRM records, accounts, contacts, leads, opportunities, and activities - powered by ClawLink.\n---\n\n# Dynamics 365\n\n\n\nWork with Dynamics 365 from chat — manage CRM records, accounts, contacts, leads, opportunities, and activities.\n\nPowered by [ClawLink](https://claw-link.dev), an integration hub for OpenClaw that handles hosted connection flows and credentials so you don't need to configure Dynamics 365 API access yourself.\n\n### Setup in 3 Steps\n\n| Step 1: Install | Step 2: Pair Account | Step 3: Connect Dynamics 365 |\n|:---:|:---:|:---:|\n|  |  | *App-specific connection GIF coming soon* |\n| Run the install command in OpenClaw | Sign in and approve the device | Open the dashboard and connect Dynamics 365 |\n\n## Connection flow\n\n```\nUser → ClawLink OAuth → Microsoft Dynamics 365 account\n ↓\n OpenClaw tools\n (via ClawLink)\n```\n\n**Step 1** — Install the ClawLink plugin:\n```\nopenclaw plugins install clawhub:clawlink-plugin\n```\nStart a fresh chat after installing.\n\n**Step 2** — Pair ClawLink:\n1. Call `clawlink_begin_pairing`\n2. Open the returned URL in your browser\n3. Sign in to ClawLink and approve the device\n\n**Step 3** — Connect Dynamics 365:\nOpen [claw-link.dev/dashboard?add=dynamics-365](https://claw-link.dev/dashboard?add=dynamics-365), complete the OAuth flow, then confirm.\n\n*App-specific connection GIF coming soon*\n\n**Step 4** — Verify and discover:\n```javascript\n// 1. Verify Dynamics 365 is connected\nclawlink_list_integrations()\n\n// 2. List available tools\nclawlink_list_tools({ integration: \"dynamics-365\" })\n\n// 3. Search tools if needed\nclawlink_search_tools({ query: \"lead\", integration: \"dynamics-365\" })\n```\n\n## Architecture\n\n```\n┌─────────────────────────────────────────────────────────┐\n│ OpenClaw (you) │\n├─────────────────────────────────────────────────────────┤\n│ ClawLink Plugin → clawlink_* tools │\n├─────────────────────────────────────────────────────────┤\n│ ClawLink Cloud │\n│ (credentials, connection state, routing) │\n├─────────────────────────────────────────────────────────┤\n│ Microsoft Dynamics 365 Web API │\n│ (user's CRM account) │\n└─────────────────────────────────────────────────────────┘\n```\n\n## Tool reference\n\n### Create operations\n\n| Tool | Description | Risk |\n|------|-------------|------|\n| `dynamics365_dynamicscrm_create_account` | Create a new account entity record | confirm |\n| `dynamics365_dynamicscrm_create_case` | Create a new case (incident) entity record | confirm |\n| `dynamics365_dynamicscrm_create_contact` | Create a new contact entity record | confirm |\n| `dynamics365_dynamicscrm_create_invoice` | Create a new invoice entity record | confirm |\n| `dynamics365_dynamicscrm_create_lead` | Create a new lead entity record | confirm |\n| `dynamics365_dynamicscrm_create_opportunity` | Create a new opportunity entity record | confirm |\n| `dynamics365_dynamicscrm_create_sales_order` | Create a new sales order entity record | confirm |\n\n### Read operations\n\n| Tool | Description | Risk |\n|------|-------------|------|\n| `dynamics365_dynamicscrm_get_a_invoice` | Get a specific invoice by ID | safe |\n| `dynamics365_dynamicscrm_get_a_lead` | Get a specific lead by ID | safe |\n| `dynamics365_dynamicscrm_get_all_leads` | Get all leads from the CRM | safe |\n| `dynamics365_get_all_invoices_action` | Get all invoices | safe |\n\n### Update operations\n\n| Tool | Description | Risk |\n|------|-------------|------|\n| `dynamics365_dynamicscrm_update_case` | Update an existing case (incident) | confirm |\n| `dynamics365_dynamicscrm_update_invoice` | Update an existing invoice | confirm |\n| `dynamics365_dynamicscrm_update_lead` | Update an existing lead | confirm |\n| `dynamics365_dynamicscrm_update_opportunity` | Update an existing opportunity | confirm |\n| `dynamics365_dynamicscrm_update_sales_order` | Update an existing sales order | confirm |\n\n## Code examples\n\n### Example 1: Create and manage leads\n\n```javascript\n// Create a new lead\nconst lead = await clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_create_lead\",\n parameters: {\n subject: \"New product inquiry\",\n firstname: \"Jane\",\n lastname: \"Doe\",\n emailaddress1: \"jane.doe@example.com\",\n companyname: \"Acme Corp\"\n }\n});\n\n// Get a specific lead\nconst specificLead = await clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_get_a_lead\",\n parameters: { lead_id: \"abc123\" }\n});\n\n// Get all leads\nconst allLeads = await clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_get_all_leads\",\n parameters: {}\n});\n\n// Update a lead\nawait clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_update_lead\",\n parameters: {\n lead_id: \"abc123\",\n subject: \"Updated subject line\",\n telephone1: \"+1-555-0100\"\n }\n});\n```\n\n### Example 2: Manage accounts and contacts\n\n```javascript\n// Create an account\nconst account = await clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_create_account\",\n parameters: {\n name: \"Acme Corporation\",\n telephone1: \"+1-555-0100\",\n address1_city: \"Seattle\"\n }\n});\n\n// Create a contact\nconst contact = await clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_create_contact\",\n parameters: {\n firstname: \"John\",\n lastname: \"Smith\",\n emailaddress1: \"john.smith@acme.com\",\n parentcustomerid_account: account.id\n }\n});\n```\n\n### Example 3: Manage opportunities and sales orders\n\n```javascript\n// Create an opportunity\nconst opportunity = await clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_create_opportunity\",\n parameters: {\n name: \"Enterprise deal - Acme Corp\",\n estimatedvalue: 50000,\n estimatedclosedate: \"2024-06-30\"\n }\n});\n\n// Update an opportunity\nawait clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_update_opportunity\",\n parameters: {\n opportunity_id: \"opportunity123\",\n estimatedvalue: 75000,\n description: \"Expanded scope\"\n }\n});\n\n// Create a sales order\nconst order = await clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_create_sales_order\",\n parameters: {\n name: \"SO-001\",\n customerid_account: \"account123\"\n }\n});\n```\n\n### Example 4: Handle cases and invoices\n\n```javascript\n// Create a case\nconst case = await clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_create_case\",\n parameters: {\n title: \"Technical support request\",\n customerid_account: \"account123\",\n caseorigincode: \"Web\"\n }\n});\n\n// Update a case\nawait clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_update_case\",\n parameters: {\n incident_id: \"case123\",\n description: \"Issue resolved\"\n }\n});\n\n// Get all invoices\nconst invoices = await clawlink_call_tool({\n tool: \"dynamics365_get_all_invoices_action\",\n parameters: {}\n});\n\n// Get a specific invoice\nconst invoice = await clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_get_a_invoice\",\n parameters: { invoice_id: \"inv123\" }\n});\n```\n\n## Error handling\n\n| Error pattern | Likely cause | Resolution |\n|---------------|--------------|------------|\n| `estimatedclosedate required` | Server-side requirement for opportunity | Include `estimatedclosedate` when creating opportunities |\n| `transactioncurrency required` | Server-side requirement for some entities | Ensure transaction currency is set at server level |\n| `entity not found` | Wrong entity ID or type | Verify entity ID format and type |\n| `permission denied` | Missing Dynamics 365 permissions | User may need to reconnect with proper CRM roles |\n\n## Security & Permissions\n\n- ClawLink stores only the OAuth token for Dynamics 365\n- Device credentials are stored locally in OpenClaw plugin config\n- CRM permissions depend on the user's assigned Dynamics 365 roles\n- Some entities may require specific field-level permissions\n\n## Troubleshooting\n\n**Tools not showing up after install:**\n- Start a fresh OpenClaw chat to reload the plugin catalog\n- Call `clawlink_list_integrations` to confirm ClawLink is paired\n\n**\"Permission denied\" errors:**\n- User needs appropriate Dynamics 365 roles assigned in Azure AD\n- Some CRM operations require specific security roles\n\n**Opportunity/invoice creation fails:**\n- Some CRM configurations enforce fields not exposed in the schema\n- Check `estimatedclosedate` for opportunities\n- Check transaction currency requirements for invoicing\n\n---\n\nPowered by [ClawLink](https://claw-link.dev) — your OpenClaw integration hub for Dynamics 365.\n\nFile v1.0.1:_meta.json\n\n{\n \"ownerId\": \"kn713pxvayh8fjhb503zjb8yxh815j54\",\n \"slug\": \"dynamics-365\",\n \"version\": \"1.0.1\",\n \"publishedAt\": 1780936070470\n}\n\nFile v1.0.1:skill-card.md\n\n## Description:
\nWork with Microsoft Dynamics 365 CRM records, accounts, contacts, leads, opportunities, and activities - powered by ClawLink.
\n\nThis skill is ready for commercial/non-commercial use.
\n\n## Publisher:
\n[hith3sh](https://clawhub.ai/user/hith3sh)
\n\n### License/Terms of Use:
\nMIT-0
\n\n\n## Use Case:
\nSales and CRM teams, developers, and agents use this skill to read, create, and update Dynamics 365 CRM records through ClawLink after OAuth connection.
\n\n### Deployment Geography for Use:
\nGlobal
\n\n## Known Risks and Mitigations:
\nRisk: The skill can read and modify Dynamics 365 CRM records through ClawLink under the connected user's permissions.
\nMitigation: Review the ClawLink plugin and account connection, use least-privilege Dynamics roles, and confirm create or update operations before production use.
\nRisk: Some CRM operations may fail or affect the wrong record if entity IDs, required fields, or Dynamics permissions are incorrect.
\nMitigation: Verify record IDs and required fields before execution, and resolve permission-denied errors by checking the connected user's Dynamics 365 roles.
\n\n\n## Reference(s):
\n- [Dynamics 365 skill on ClawHub](https://clawhub.ai/hith3sh/dynamics-365-crm)
\n- [ClawLink](https://claw-link.dev)
\n- [ClawLink Dynamics 365 connection](https://claw-link.dev/dashboard?add=dynamics-365)
\n\n\n## Skill Output:
\n**Output Type(s):** [Text, Markdown, Code, Shell commands, Configuration, Guidance, API Calls]
\n**Output Format:** [Markdown with inline shell and JavaScript code blocks]
\n**Output Parameters:** [1D]
\n**Other Properties Related to Output:** [Requires ClawLink pairing and a Dynamics 365 OAuth connection; create and update operations should be confirmed before execution.]
\n\n## Skill Version(s):
\n1.0.1 (source: server release metadata)
\n\n## Ethical Considerations:
\nUsers should evaluate whether this skill is appropriate for their environment, review any generated or modified files before relying on them, and apply their organization's safety, security, and compliance requirements before deployment.
\n\nArchive v0.1.2: 3 files, 4124 bytes\n\nFiles: skill-card.md (2271b), SKILL.md (9366b), _meta.json (131b)\n\nFile v0.1.2:SKILL.md\n\n---\nname: dynamics-365-crm\ndescription: Work with Microsoft Dynamics 365 CRM records, accounts, contacts, leads, opportunities, and activities - powered by ClawLink.\n---\n\n# Dynamics 365\n\nWork with Dynamics 365 from chat — manage CRM records, accounts, contacts, leads, opportunities, and activities.\n\nPowered by [ClawLink](https://claw-link.dev), an integration hub for OpenClaw that handles hosted connection flows and credentials so you don't need to configure Dynamics 365 API access yourself.\n\n### Setup in 3 Steps\n\n| Step 1: Install | Step 2: Pair Account | Step 3: Connect Dynamics 365 |\n|:---:|:---:|:---:|\n|  |  | *App-specific connection GIF coming soon* |\n| Run the install command in OpenClaw | Sign in and approve the device | Open the dashboard and connect Dynamics 365 |\n\n## Connection flow\n\n```\nUser → ClawLink OAuth → Microsoft Dynamics 365 account\n ↓\n OpenClaw tools\n (via ClawLink)\n```\n\n**Step 1** — Install the ClawLink plugin:\n```\nopenclaw plugins install clawhub:clawlink-plugin\n```\nStart a fresh chat after installing.\n\n**Step 2** — Pair ClawLink:\n1. Call `clawlink_begin_pairing`\n2. Open the returned URL in your browser\n3. Sign in to ClawLink and approve the device\n\n**Step 3** — Connect Dynamics 365:\nOpen [claw-link.dev/dashboard?add=dynamics-365](https://claw-link.dev/dashboard?add=dynamics-365), complete the OAuth flow, then confirm.\n\n*App-specific connection GIF coming soon*\n\n**Step 4** — Verify and discover:\n```javascript\n// 1. Verify Dynamics 365 is connected\nclawlink_list_integrations()\n\n// 2. List available tools\nclawlink_list_tools({ integration: \"dynamics-365\" })\n\n// 3. Search tools if needed\nclawlink_search_tools({ query: \"lead\", integration: \"dynamics-365\" })\n```\n\n## Architecture\n\n```\n┌─────────────────────────────────────────────────────────┐\n│ OpenClaw (you) │\n├─────────────────────────────────────────────────────────┤\n│ ClawLink Plugin → clawlink_* tools │\n├─────────────────────────────────────────────────────────┤\n│ ClawLink Cloud │\n│ (credentials, connection state, routing) │\n├─────────────────────────────────────────────────────────┤\n│ Microsoft Dynamics 365 Web API │\n│ (user's CRM account) │\n└─────────────────────────────────────────────────────────┘\n```\n\n## Tool reference\n\n### Create operations\n\n| Tool | Description | Risk |\n|------|-------------|------|\n| `dynamics365_dynamicscrm_create_account` | Create a new account entity record | confirm |\n| `dynamics365_dynamicscrm_create_case` | Create a new case (incident) entity record | confirm |\n| `dynamics365_dynamicscrm_create_contact` | Create a new contact entity record | confirm |\n| `dynamics365_dynamicscrm_create_invoice` | Create a new invoice entity record | confirm |\n| `dynamics365_dynamicscrm_create_lead` | Create a new lead entity record | confirm |\n| `dynamics365_dynamicscrm_create_opportunity` | Create a new opportunity entity record | confirm |\n| `dynamics365_dynamicscrm_create_sales_order` | Create a new sales order entity record | confirm |\n\n### Read operations\n\n| Tool | Description | Risk |\n|------|-------------|------|\n| `dynamics365_dynamicscrm_get_a_invoice` | Get a specific invoice by ID | safe |\n| `dynamics365_dynamicscrm_get_a_lead` | Get a specific lead by ID | safe |\n| `dynamics365_dynamicscrm_get_all_leads` | Get all leads from the CRM | safe |\n| `dynamics365_get_all_invoices_action` | Get all invoices | safe |\n\n### Update operations\n\n| Tool | Description | Risk |\n|------|-------------|------|\n| `dynamics365_dynamicscrm_update_case` | Update an existing case (incident) | confirm |\n| `dynamics365_dynamicscrm_update_invoice` | Update an existing invoice | confirm |\n| `dynamics365_dynamicscrm_update_lead` | Update an existing lead | confirm |\n| `dynamics365_dynamicscrm_update_opportunity` | Update an existing opportunity | confirm |\n| `dynamics365_dynamicscrm_update_sales_order` | Update an existing sales order | confirm |\n\n## Code examples\n\n### Example 1: Create and manage leads\n\n```javascript\n// Create a new lead\nconst lead = await clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_create_lead\",\n parameters: {\n subject: \"New product inquiry\",\n firstname: \"Jane\",\n lastname: \"Doe\",\n emailaddress1: \"jane.doe@example.com\",\n companyname: \"Acme Corp\"\n }\n});\n\n// Get a specific lead\nconst specificLead = await clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_get_a_lead\",\n parameters: { lead_id: \"abc123\" }\n});\n\n// Get all leads\nconst allLeads = await clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_get_all_leads\",\n parameters: {}\n});\n\n// Update a lead\nawait clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_update_lead\",\n parameters: {\n lead_id: \"abc123\",\n subject: \"Updated subject line\",\n telephone1: \"+1-555-0100\"\n }\n});\n```\n\n### Example 2: Manage accounts and contacts\n\n```javascript\n// Create an account\nconst account = await clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_create_account\",\n parameters: {\n name: \"Acme Corporation\",\n telephone1: \"+1-555-0100\",\n address1_city: \"Seattle\"\n }\n});\n\n// Create a contact\nconst contact = await clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_create_contact\",\n parameters: {\n firstname: \"John\",\n lastname: \"Smith\",\n emailaddress1: \"john.smith@acme.com\",\n parentcustomerid_account: account.id\n }\n});\n```\n\n### Example 3: Manage opportunities and sales orders\n\n```javascript\n// Create an opportunity\nconst opportunity = await clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_create_opportunity\",\n parameters: {\n name: \"Enterprise deal - Acme Corp\",\n estimatedvalue: 50000,\n estimatedclosedate: \"2024-06-30\"\n }\n});\n\n// Update an opportunity\nawait clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_update_opportunity\",\n parameters: {\n opportunity_id: \"opportunity123\",\n estimatedvalue: 75000,\n description: \"Expanded scope\"\n }\n});\n\n// Create a sales order\nconst order = await clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_create_sales_order\",\n parameters: {\n name: \"SO-001\",\n customerid_account: \"account123\"\n }\n});\n```\n\n### Example 4: Handle cases and invoices\n\n```javascript\n// Create a case\nconst case = await clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_create_case\",\n parameters: {\n title: \"Technical support request\",\n customerid_account: \"account123\",\n caseorigincode: \"Web\"\n }\n});\n\n// Update a case\nawait clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_update_case\",\n parameters: {\n incident_id: \"case123\",\n description: \"Issue resolved\"\n }\n});\n\n// Get all invoices\nconst invoices = await clawlink_call_tool({\n tool: \"dynamics365_get_all_invoices_action\",\n parameters: {}\n});\n\n// Get a specific invoice\nconst invoice = await clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_get_a_invoice\",\n parameters: { invoice_id: \"inv123\" }\n});\n```\n\n## Error handling\n\n| Error pattern | Likely cause | Resolution |\n|---------------|--------------|------------|\n| `estimatedclosedate required` | Server-side requirement for opportunity | Include `estimatedclosedate` when creating opportunities |\n| `transactioncurrency required` | Server-side requirement for some entities | Ensure transaction currency is set at server level |\n| `entity not found` | Wrong entity ID or type | Verify entity ID format and type |\n| `permission denied` | Missing Dynamics 365 permissions | User may need to reconnect with proper CRM roles |\n\n## Security & Permissions\n\n- ClawLink stores only the OAuth token for Dynamics 365\n- Device credentials are stored locally in OpenClaw plugin config\n- CRM permissions depend on the user's assigned Dynamics 365 roles\n- Some entities may require specific field-level permissions\n\n## Troubleshooting\n\n**Tools not showing up after install:**\n- Start a fresh OpenClaw chat to reload the plugin catalog\n- Call `clawlink_list_integrations` to confirm ClawLink is paired\n\n**\"Permission denied\" errors:**\n- User needs appropriate Dynamics 365 roles assigned in Azure AD\n- Some CRM operations require specific security roles\n\n**Opportunity/invoice creation fails:**\n- Some CRM configurations enforce fields not exposed in the schema\n- Check `estimatedclosedate` for opportunities\n- Check transaction currency requirements for invoicing\n\n---\n\nPowered by [ClawLink](https://claw-link.dev) — your OpenClaw integration hub for Dynamics 365.\n\nFile v0.1.2:_meta.json\n\n{\n \"ownerId\": \"kn713pxvayh8fjhb503zjb8yxh815j54\",\n \"slug\": \"dynamics-365\",\n \"version\": \"0.1.2\",\n \"publishedAt\": 1780841159058\n}\n\nFile v0.1.2:skill-card.md\n\n## Description:
\nWork with Microsoft Dynamics 365 CRM records, accounts, contacts, leads, opportunities, and activities - powered by ClawLink.
\n\nThis skill is ready for commercial/non-commercial use.
\n\n## Publisher:
\n[hith3sh](https://clawhub.ai/user/hith3sh)
\n\n### License/Terms of Use:
\nMIT-0
\n\n\n## Use Case:
\nOpenClaw users and CRM operators use this skill to connect a Microsoft Dynamics 365 account through ClawLink and work with CRM records such as accounts, contacts, leads, opportunities, cases, invoices, and sales orders.
\n\n### Deployment Geography for Use:
\nGlobal
\n\n## Known Risks and Mitigations:
\nRisk: The skill requires OAuth access to a Microsoft Dynamics 365 tenant through ClawLink.
\nMitigation: Install it only when ClawLink is trusted for the tenant and prefer sandbox or least-privilege Microsoft accounts where possible.
\nRisk: Create and update tools can modify live CRM records.
\nMitigation: Confirm the target environment, record IDs, and intended fields before running create or update actions.
\nRisk: Examples may operate on real CRM data if copied into a connected session.
\nMitigation: Treat examples as live operations and adapt them with test data before using them in production.
\n\n\n## Reference(s):
\n- [Dynamics 365 Skill on ClawHub](https://clawhub.ai/hith3sh/dynamics-365-crm)
\n- [ClawLink](https://claw-link.dev)
\n- [ClawLink Dynamics 365 Connection](https://claw-link.dev/dashboard?add=dynamics-365)
\n\n\n## Skill Output:
\n**Output Type(s):** [guidance, markdown, code, shell commands, configuration]
\n**Output Format:** [Markdown with inline shell commands and JavaScript examples]
\n**Output Parameters:** [1D]
\n**Other Properties Related to Output:** [Includes ClawLink pairing steps, Dynamics 365 tool names, example tool calls, error handling guidance, and security notes.]
\n\n## Skill Version(s):
\n0.1.2 (source: server release metadata)
\n\n## Ethical Considerations:
\nUsers should evaluate whether this skill is appropriate for their environment, review any generated or modified files before relying on them, and apply their organization's safety, security, and compliance requirements before deployment.
\n\nArchive v0.1.1: 3 files, 3985 bytes\n\nFiles: skill-card.md (2384b), SKILL.md (8865b), _meta.json (131b)\n\nFile v0.1.1:SKILL.md\n\n---\nname: dynamics-365-crm\ndescription: Work with Microsoft Dynamics 365 CRM records, accounts, contacts, leads, opportunities, and activities - powered by ClawLink.\n---\n\n# Dynamics 365\n\nWork with Dynamics 365 from chat — manage CRM records, accounts, contacts, leads, opportunities, and activities.\n\nPowered by [ClawLink](https://claw-link.dev), an integration hub for OpenClaw that handles hosted connection flows and credentials so you don't need to configure Dynamics 365 API access yourself.\n\n## Connection flow\n\n```\nUser → ClawLink OAuth → Microsoft Dynamics 365 account\n ↓\n OpenClaw tools\n (via ClawLink)\n```\n\n**Step 1** — Install the ClawLink plugin:\n```\nopenclaw plugins install clawhub:clawlink-plugin\n```\nStart a fresh chat after installing.\n\n**Step 2** — Pair ClawLink:\n1. Call `clawlink_begin_pairing`\n2. Open the returned URL in your browser\n3. Sign in to ClawLink and approve the device\n\n**Step 3** — Connect Dynamics 365:\nOpen [claw-link.dev/dashboard?add=dynamics-365](https://claw-link.dev/dashboard?add=dynamics-365), complete the OAuth flow, then confirm.\n\n*App-specific connection GIF coming soon*\n\n**Step 4** — Verify and discover:\n```javascript\n// 1. Verify Dynamics 365 is connected\nclawlink_list_integrations()\n\n// 2. List available tools\nclawlink_list_tools({ integration: \"dynamics-365\" })\n\n// 3. Search tools if needed\nclawlink_search_tools({ query: \"lead\", integration: \"dynamics-365\" })\n```\n\n## Architecture\n\n```\n┌─────────────────────────────────────────────────────────┐\n│ OpenClaw (you) │\n├─────────────────────────────────────────────────────────┤\n│ ClawLink Plugin → clawlink_* tools │\n├─────────────────────────────────────────────────────────┤\n│ ClawLink Cloud │\n│ (credentials, connection state, routing) │\n├─────────────────────────────────────────────────────────┤\n│ Microsoft Dynamics 365 Web API │\n│ (user's CRM account) │\n└─────────────────────────────────────────────────────────┘\n```\n\n## Tool reference\n\n### Create operations\n\n| Tool | Description | Risk |\n|------|-------------|------|\n| `dynamics365_dynamicscrm_create_account` | Create a new account entity record | confirm |\n| `dynamics365_dynamicscrm_create_case` | Create a new case (incident) entity record | confirm |\n| `dynamics365_dynamicscrm_create_contact` | Create a new contact entity record | confirm |\n| `dynamics365_dynamicscrm_create_invoice` | Create a new invoice entity record | confirm |\n| `dynamics365_dynamicscrm_create_lead` | Create a new lead entity record | confirm |\n| `dynamics365_dynamicscrm_create_opportunity` | Create a new opportunity entity record | confirm |\n| `dynamics365_dynamicscrm_create_sales_order` | Create a new sales order entity record | confirm |\n\n### Read operations\n\n| Tool | Description | Risk |\n|------|-------------|------|\n| `dynamics365_dynamicscrm_get_a_invoice` | Get a specific invoice by ID | safe |\n| `dynamics365_dynamicscrm_get_a_lead` | Get a specific lead by ID | safe |\n| `dynamics365_dynamicscrm_get_all_leads` | Get all leads from the CRM | safe |\n| `dynamics365_get_all_invoices_action` | Get all invoices | safe |\n\n### Update operations\n\n| Tool | Description | Risk |\n|------|-------------|------|\n| `dynamics365_dynamicscrm_update_case` | Update an existing case (incident) | confirm |\n| `dynamics365_dynamicscrm_update_invoice` | Update an existing invoice | confirm |\n| `dynamics365_dynamicscrm_update_lead` | Update an existing lead | confirm |\n| `dynamics365_dynamicscrm_update_opportunity` | Update an existing opportunity | confirm |\n| `dynamics365_dynamicscrm_update_sales_order` | Update an existing sales order | confirm |\n\n## Code examples\n\n### Example 1: Create and manage leads\n\n```javascript\n// Create a new lead\nconst lead = await clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_create_lead\",\n parameters: {\n subject: \"New product inquiry\",\n firstname: \"Jane\",\n lastname: \"Doe\",\n emailaddress1: \"jane.doe@example.com\",\n companyname: \"Acme Corp\"\n }\n});\n\n// Get a specific lead\nconst specificLead = await clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_get_a_lead\",\n parameters: { lead_id: \"abc123\" }\n});\n\n// Get all leads\nconst allLeads = await clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_get_all_leads\",\n parameters: {}\n});\n\n// Update a lead\nawait clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_update_lead\",\n parameters: {\n lead_id: \"abc123\",\n subject: \"Updated subject line\",\n telephone1: \"+1-555-0100\"\n }\n});\n```\n\n### Example 2: Manage accounts and contacts\n\n```javascript\n// Create an account\nconst account = await clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_create_account\",\n parameters: {\n name: \"Acme Corporation\",\n telephone1: \"+1-555-0100\",\n address1_city: \"Seattle\"\n }\n});\n\n// Create a contact\nconst contact = await clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_create_contact\",\n parameters: {\n firstname: \"John\",\n lastname: \"Smith\",\n emailaddress1: \"john.smith@acme.com\",\n parentcustomerid_account: account.id\n }\n});\n```\n\n### Example 3: Manage opportunities and sales orders\n\n```javascript\n// Create an opportunity\nconst opportunity = await clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_create_opportunity\",\n parameters: {\n name: \"Enterprise deal - Acme Corp\",\n estimatedvalue: 50000,\n estimatedclosedate: \"2024-06-30\"\n }\n});\n\n// Update an opportunity\nawait clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_update_opportunity\",\n parameters: {\n opportunity_id: \"opportunity123\",\n estimatedvalue: 75000,\n description: \"Expanded scope\"\n }\n});\n\n// Create a sales order\nconst order = await clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_create_sales_order\",\n parameters: {\n name: \"SO-001\",\n customerid_account: \"account123\"\n }\n});\n```\n\n### Example 4: Handle cases and invoices\n\n```javascript\n// Create a case\nconst case = await clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_create_case\",\n parameters: {\n title: \"Technical support request\",\n customerid_account: \"account123\",\n caseorigincode: \"Web\"\n }\n});\n\n// Update a case\nawait clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_update_case\",\n parameters: {\n incident_id: \"case123\",\n description: \"Issue resolved\"\n }\n});\n\n// Get all invoices\nconst invoices = await clawlink_call_tool({\n tool: \"dynamics365_get_all_invoices_action\",\n parameters: {}\n});\n\n// Get a specific invoice\nconst invoice = await clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_get_a_invoice\",\n parameters: { invoice_id: \"inv123\" }\n});\n```\n\n## Error handling\n\n| Error pattern | Likely cause | Resolution |\n|---------------|--------------|------------|\n| `estimatedclosedate required` | Server-side requirement for opportunity | Include `estimatedclosedate` when creating opportunities |\n| `transactioncurrency required` | Server-side requirement for some entities | Ensure transaction currency is set at server level |\n| `entity not found` | Wrong entity ID or type | Verify entity ID format and type |\n| `permission denied` | Missing Dynamics 365 permissions | User may need to reconnect with proper CRM roles |\n\n## Security & Permissions\n\n- ClawLink stores only the OAuth token for Dynamics 365\n- Device credentials are stored locally in OpenClaw plugin config\n- CRM permissions depend on the user's assigned Dynamics 365 roles\n- Some entities may require specific field-level permissions\n\n## Troubleshooting\n\n**Tools not showing up after install:**\n- Start a fresh OpenClaw chat to reload the plugin catalog\n- Call `clawlink_list_integrations` to confirm ClawLink is paired\n\n**\"Permission denied\" errors:**\n- User needs appropriate Dynamics 365 roles assigned in Azure AD\n- Some CRM operations require specific security roles\n\n**Opportunity/invoice creation fails:**\n- Some CRM configurations enforce fields not exposed in the schema\n- Check `estimatedclosedate` for opportunities\n- Check transaction currency requirements for invoicing\n\n---\n\nPowered by [ClawLink](https://claw-link.dev) — your OpenClaw integration hub for Dynamics 365.\n\nFile v0.1.1:_meta.json\n\n{\n \"ownerId\": \"kn713pxvayh8fjhb503zjb8yxh815j54\",\n \"slug\": \"dynamics-365\",\n \"version\": \"0.1.1\",\n \"publishedAt\": 1780838909279\n}\n\nFile v0.1.1:skill-card.md\n\n## Description:
\nWork with Microsoft Dynamics 365 CRM records, accounts, contacts, leads, opportunities, and activities - powered by ClawLink.
\n\nThis skill is ready for commercial/non-commercial use.
\n\n## Publisher:
\n[hith3sh](https://clawhub.ai/user/hith3sh)
\n\n### License/Terms of Use:
\nMIT-0
\n\n\n## Use Case:
\nDevelopers and CRM operators use this skill to connect an agent to Dynamics 365 through ClawLink, then discover and invoke tools for CRM records such as leads, accounts, contacts, opportunities, cases, invoices, and sales orders.
\n\n### Deployment Geography for Use:
\nGlobal
\n\n## Known Risks and Mitigations:
\nRisk: The skill requires OAuth tokens and sensitive credentials to connect to Dynamics 365 through ClawLink.
\nMitigation: Use only authorized Microsoft Dynamics 365 accounts and review credential scope before pairing or reconnecting ClawLink.
\nRisk: Create and update tools can change CRM records such as leads, contacts, cases, opportunities, invoices, and sales orders.
\nMitigation: Confirm write operations and target record IDs before execution, especially in production CRM environments.
\nRisk: CRM access depends on the connected user's Dynamics 365 roles and field-level permissions.
\nMitigation: Test with least-privilege roles and handle permission errors by adjusting Dynamics 365 access rather than broadening credentials unnecessarily.
\n\n\n## Reference(s):
\n- [ClawHub skill page](https://clawhub.ai/hith3sh/dynamics-365-crm)
\n- [ClawLink](https://claw-link.dev)
\n- [ClawLink Dynamics 365 connection](https://claw-link.dev/dashboard?add=dynamics-365)
\n\n\n## Skill Output:
\n**Output Type(s):** [guidance, markdown, code, shell commands, configuration]
\n**Output Format:** [Markdown with inline shell and JavaScript code blocks]
\n**Output Parameters:** [1D]
\n**Other Properties Related to Output:** [Guides the agent to call ClawLink tools for Dynamics 365 CRM read, create, and update workflows.]
\n\n## Skill Version(s):
\n0.1.1 (source: server release evidence)
\n\n## Ethical Considerations:
\nUsers should evaluate whether this skill is appropriate for their environment, review any generated or modified files before relying on them, and apply their organization's safety, security, and compliance requirements before deployment.
\n\nArchive v0.1.0: 3 files, 3579 bytes\n\nFiles: skill-card.md (2630b), SKILL.md (5082b), _meta.json (131b)\n\nFile v0.1.0:SKILL.md\n\n---\nname: dynamics-365-crm\ndescription: Work with Microsoft Dynamics 365 CRM records, accounts, contacts, leads, opportunities, and activities - powered by ClawLink.\n---\n\n# Dynamics 365\n\nWork with Dynamics 365 from chat - manage CRM records, accounts, contacts, leads, opportunities, and activities.\n\nPowered by [ClawLink](https://claw-link.dev), an integration hub for OpenClaw that handles hosted connection flows and credentials so you don't need to configure Dynamics 365 API access yourself.\n\n## Quick start\n\n1. Install the verified ClawLink plugin: `openclaw plugins install clawhub:clawlink-plugin`\n2. Start a fresh OpenClaw chat if the plugin was just installed and ClawLink tools are not visible yet\n3. If ClawLink is not configured, call `clawlink_begin_pairing`\n4. Tell the user to open the returned pairing URL, sign in to ClawLink if needed, and approve the device\n5. After the user confirms approval, call `clawlink_get_pairing_status`\n6. Tell the user to connect Dynamics 365 at [claw-link.dev/dashboard?add=dynamics-365](https://claw-link.dev/dashboard?add=dynamics-365)\n7. When the user confirms Dynamics 365 is connected, call `clawlink_list_integrations` and then `clawlink_list_tools` with the `dynamics-365` integration slug\n\n## Setup details\n\n### Installing the plugin\n\nIf the ClawLink plugin is not installed yet, tell the user to run:\n\n```\nopenclaw plugins install clawhub:clawlink-plugin\n```\n\nIf the current chat started before the plugin was installed and ClawLink tools are still unavailable, tell the user to start a fresh chat so OpenClaw reloads the plugin tool catalog.\n\n### Pairing ClawLink\n\nIf ClawLink reports that the plugin is not configured, the plugin has not been paired with the user's ClawLink account yet.\n\n1. Call `clawlink_begin_pairing`.\n2. Tell the user to open the returned pairing URL in their browser.\n3. The user signs in to ClawLink if needed and approves the OpenClaw device.\n4. After the user confirms approval, call `clawlink_get_pairing_status` to finish local setup.\n\nThe resulting device credential is stored locally in OpenClaw's plugin config and is only sent to `claw-link.dev`. The user should not paste raw credentials into chat.\n\n### Connecting Dynamics 365\n\nTell the user to open https://claw-link.dev/dashboard?add=dynamics-365 and connect Dynamics 365 there. The page opens the add-connection panel filtered to Dynamics 365. ClawLink's hosted page runs the provider connection flow. When they confirm it is done, call `clawlink_list_integrations` to verify, then call `clawlink_list_tools` with integration `dynamics-365`.\n\n## Using Dynamics 365 tools\n\nClawLink provides tools dynamically based on what the user has connected. You do not need to know tool names or schemas in advance.\n\n### Discovery\n\n1. Call `clawlink_list_integrations` to confirm Dynamics 365 is connected.\n2. Call `clawlink_list_tools` with integration `dynamics-365`.\n3. Treat the returned list as the source of truth. Do not guess or assume what tools exist.\n4. If the user describes a capability but the exact tool is unclear, call `clawlink_search_tools` with a short query and integration `dynamics-365`.\n5. If no Dynamics 365 tools appear, direct the user to https://claw-link.dev/dashboard?add=dynamics-365.\n\n### Execution\n\n1. Call `clawlink_describe_tool` before using an unfamiliar tool, before any write, or when the request is ambiguous.\n2. Use the returned schema, `whenToUse`, `askBefore`, `safeDefaults`, `examples`, and `followups`.\n3. Prefer read, list, search, and get operations before writes.\n4. For writes or anything marked as requiring confirmation, call `clawlink_preview_tool` first, then confirm with the user.\n5. Execute with `clawlink_call_tool`.\n6. If it fails, report the real error. Do not invent results or restate the failure as a missing capability unless the live catalog supports that conclusion.\n\n## What you can do\n\nTypical Dynamics 365 tasks (actual availability depends on the user's connected account, permissions, scopes, and current ClawLink tool catalog):\n\n- Search accounts, contacts, leads, and opportunities\n- Inspect CRM record details\n- Create or update records after confirmation\n- Work with activities, tasks, and notes when available\n- Run CRM queries supported by the live catalog\n\n## Rules\n\n- Always use ClawLink tools for Dynamics 365. Do not ask the user for separate Dynamics 365 credentials.\n- Do not claim a capability is missing without checking the live ClawLink catalog in the current turn.\n- Do not invent slash commands or ask the user to paste raw credentials.\n- Ask for confirmation before destructive, external-facing, or bulk write actions.\n- If Dynamics 365 is not connected, direct the user to https://claw-link.dev/dashboard?add=dynamics-365.\n- Never echo or repeat the user's ClawLink credential.\n\n## Resources\n\n- ClawLink: https://claw-link.dev\n- ClawLink Docs: https://docs.claw-link.dev/openclaw\n- ClawLink Verification: https://claw-link.dev/verify\n- ClawLink Source: https://github.com/hith3sh/clawlink\n- Dynamics 365 API: https://learn.microsoft.com/en-us/dynamics365/\n\nFile v0.1.0:_meta.json\n\n{\n \"ownerId\": \"kn713pxvayh8fjhb503zjb8yxh815j54\",\n \"slug\": \"dynamics-365\",\n \"version\": \"0.1.0\",\n \"publishedAt\": 1778945670297\n}\n\nFile v0.1.0:skill-card.md\n\n## Description:
\nWork with Microsoft Dynamics 365 CRM records, accounts, contacts, leads, opportunities, and activities - powered by ClawLink.
\n\nThis skill is ready for commercial/non-commercial use.
\n\n## Publisher:
\n[hith3sh](https://clawhub.ai/user/hith3sh)
\n\n### License/Terms of Use:
\nMIT-0
\n\n\n## Use Case:
\nSales, support, and operations teams use this skill to work with Dynamics 365 CRM data from an OpenClaw chat through ClawLink. It helps agents discover available Dynamics 365 tools, inspect records, and prepare confirmed updates based on the user's connected account and permissions.
\n\n### Deployment Geography for Use:
\nGlobal
\n\n## Known Risks and Mitigations:
\nRisk: The skill can route Dynamics 365 CRM data through ClawLink and the ClawLink plugin.
\nMitigation: Install only if you trust ClawLink and the ClawLink plugin with CRM data, use least-privileged Dynamics access, and do not paste raw credentials into chat.
\nRisk: Writes, bulk changes, or destructive actions could alter CRM records.
\nMitigation: Preview write actions, review the proposed changes carefully, and get explicit user confirmation before execution.
\nRisk: Available capabilities depend on the user's current Dynamics 365 connection, permissions, scopes, and live ClawLink tool catalog.
\nMitigation: List and describe the current Dynamics 365 tools before use, and do not claim a capability is present or missing without checking the live catalog.
\n\n\n## Reference(s):
\n- [ClawHub Skill Page](https://clawhub.ai/hith3sh/dynamics-365-crm)
\n- [ClawLink](https://claw-link.dev)
\n- [ClawLink OpenClaw Docs](https://docs.claw-link.dev/openclaw)
\n- [ClawLink Verification](https://claw-link.dev/verify)
\n- [Microsoft Dynamics 365 Documentation](https://learn.microsoft.com/en-us/dynamics365/)
\n\n\n## Skill Output:
\n**Output Type(s):** [Guidance, Shell commands, Configuration, API calls, Text]
\n**Output Format:** [Markdown guidance with inline shell commands and tool-call instructions]
\n**Output Parameters:** [1D]
\n**Other Properties Related to Output:** [Requires a paired ClawLink plugin and a connected Dynamics 365 account; write operations should be previewed and confirmed.]
\n\n## Skill Version(s):
\n0.1.0 (source: server release evidence)
\n\n## Ethical Considerations:
\nUsers should evaluate whether this skill is appropriate for their environment, review any generated or modified files before relying on them, and apply their organization's safety, security, and compliance requirements before deployment.
","readmeExcerpt":"Skill: Dynamics 365 Owner: hith3sh Summary: Work with Microsoft Dynamics 365 CRM records, accounts, contacts, leads, opportunities, and activities - powered by ClawLink. Tags: clawlink:0.1.0, integration:0.1.0, latest:1.0.5 Version history: v1.0.5 | 2026-06-09T07:07:04.243Z | user Add UTM attribution tags (utm_source=clawhub) to ClawLink branding links so visits from this skill page are tracked as a distinct traffic ","codeSnippets":[],"executableExamples":[{"language":"text","snippet":"User → ClawLink OAuth → Microsoft Dynamics 365 account\n ↓\n OpenClaw tools\n (via ClawLink)"},{"language":"text","snippet":"openclaw plugins install clawhub:clawlink-plugin"},{"language":"javascript","snippet":"// 1. Verify Dynamics 365 is connected\nclawlink_list_integrations()\n\n// 2. List available tools\nclawlink_list_tools({ integration: \"dynamics-365\" })\n\n// 3. Search tools if needed\nclawlink_search_tools({ query: \"lead\", integration: \"dynamics-365\" })"},{"language":"text","snippet":"┌─────────────────────────────────────────────────────────┐\n│ OpenClaw (you) │\n├─────────────────────────────────────────────────────────┤\n│ ClawLink Plugin → clawlink_* tools │\n├─────────────────────────────────────────────────────────┤\n│ ClawLink Cloud │\n│ (credentials, connection state, routing) │\n├─────────────────────────────────────────────────────────┤\n│ Microsoft Dynamics 365 Web API │\n│ (user's CRM account) │\n└─────────────────────────────────────────────────────────┘"},{"language":"javascript","snippet":"// Create a new lead\nconst lead = await clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_create_lead\",\n parameters: {\n subject: \"New product inquiry\",\n firstname: \"Jane\",\n lastname: \"Doe\",\n emailaddress1: \"jane.doe@example.com\",\n companyname: \"Acme Corp\"\n }\n});\n\n// Get a specific lead\nconst specificLead = await clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_get_a_lead\",\n parameters: { lead_id: \"abc123\" }\n});\n\n// Get all leads\nconst allLeads = await clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_get_all_leads\",\n parameters: {}\n});\n\n// Update a lead\nawait clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_update_lead\",\n parameters: {\n lead_id: \"abc123\",\n subject: \"Updated subject line\",\n telephone1: \"+1-555-0100\"\n }\n});"},{"language":"javascript","snippet":"// Create an account\nconst account = await clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_create_account\",\n parameters: {\n name: \"Acme Corporation\",\n telephone1: \"+1-555-0100\",\n address1_city: \"Seattle\"\n }\n});\n\n// Create a contact\nconst contact = await clawlink_call_tool({\n tool: \"dynamics365_dynamicscrm_create_contact\",\n parameters: {\n firstname: \"John\",\n lastname: \"Smith\",\n emailaddress1: \"john.smith@acme.com\",\n parentcustomerid_account: account.id\n }\n});"}],"parameters":null,"dependencies":[],"permissions":[],"extractedFiles":[{"path":"SKILL.md","content":"---\nname: dynamics-365-crm\ndescription: Work with Microsoft Dynamics 365 CRM records, accounts, contacts, leads, opportunities, and activities - powered by ClawLink.\n---\n\n# Dynamics 365\n\n\n\nWork with Dynamics 365 from chat — manage CRM records, accounts, contacts, leads, opportunities, and activities.\n\nPowered by [ClawLink](https://claw-link.dev/?utm_source=clawhub&utm_medium=referral&utm_content=dynamics-365-crm), an integration hub for OpenClaw that handles hosted connection flows and credentials so you don't need to configure Dynamics 365 API access yourself.\n\n### Setup in 3 Steps\n\n| Step 1: Install | Step 2: Pair Account | Step 3: Connect Dynamics 365 |\n|:---:|:---:|:---:|\n|  |  | *App-specific connection GIF coming soon* |\n| Run the install command in OpenClaw | Sign in and approve the device | Open the dashboard and connect Dynamics 365 |\n\n## Connection flow\n\n```\nUser → ClawLink OAuth → Microsoft Dynamics 365 account\n ↓\n OpenClaw tools\n (via ClawLink)\n```\n\n**Step 1** — Install the ClawLink plugin:\n```\nopenclaw plugins install clawhub:clawlink-plugin\n```\nStart a fresh chat after installing.\n\n**Step 2** — Pair ClawLink:\n1. Call `clawlink_begin_pairing`\n2. Open the returned URL in your browser\n3. Sign in to ClawLink and approve the device\n\n**Step 3** — Connect Dynamics 365:\nOpen [claw-link.dev/dashboard?add=dynamics-365](https://claw-link.dev/dashboard?add=dynamics-365), complete the OAuth flow, then confirm.\n\n*App-specific connection GIF coming soon*\n\n**Step 4** — Verify and discover:\n```javascript\n// 1. Verify Dynamics 365 is connected\nclawlink_list_integrations()\n\n// 2. List available tools\nclawlink_list_tools({ integration: \"dynamics-365\" })\n\n// 3. Search tools if needed\nclawlink_search_tools({ query: \"lead\", integration: \"dynamics-365\" })\n```\n\n## Architecture\n\n```\n┌─────────────────────────────────────────────────────────┐\n│ OpenClaw (you) │\n├─────────────────────────────────────────────────────────┤\n│ ClawLink Plugin → clawlink_* tools │\n├─────────────────────────────────────────────────────────┤\n│ ClawLink Cloud │\n│ (credentials, connection state, routing) │\n├─────────────────────────────────────────────────────────┤\n│ Microsoft Dynamics 365 Web API │\n│ (user's CRM account) │\n└─────────────────────────────────────────────────────────┘\n```\n\n## Tool reference\n\n### Create operations\n\n| Tool | Description | Risk |\n|------|-------------|------|\n| `dynamics365_dynamicscrm_create_account` | Create a new account entity record | con"},{"path":"_meta.json","content":"{\n \"ownerId\": \"kn713pxvayh8fjhb503zjb8yxh815j54\",\n \"slug\": \"dynamics-365\",\n \"version\": \"1.0.5\",\n \"publishedAt\": 1780988824243\n}"},{"path":"skill-card.md","content":"## Description:\n\nWork with Microsoft Dynamics 365 CRM records, accounts, contacts, leads, opportunities, and activities - powered by ClawLink.\n\nThis skill is ready for commercial/non-commercial use.\n\n## Publisher:\n\n[hith3sh](https://clawhub.ai/user/hith3sh)\n\n### License/Terms of Use:\n\nMIT-0\n\n## Use Case:\n\nDevelopers, operators, and CRM users use this skill to connect OpenClaw to Microsoft Dynamics 365 through ClawLink, discover available CRM tools, and work with records such as accounts, contacts, leads, opportunities, cases, invoices, and sales orders.\n\n### Deployment Geography for Use:\n\nGlobal\n\n## Known Risks and Mitigations:\n\nRisk: The skill can access sensitive CRM data such as leads, invoices, opportunities, and sales orders.\n\nMitigation: Install only when ClawLink and the OpenClaw package source are trusted, and use a least-privileged Dynamics 365 account.\n\nRisk: Create and update tools can modify Dynamics 365 CRM records.\n\nMitigation: Review CRM writes before confirming them and ensure the connected account has only the roles needed for the intended workflow.\n\n## Reference(s):\n\n- [Dynamics 365 Skill Page](https://clawhub.ai/hith3sh/skills/dynamics-365)\n- [ClawLink](https://claw-link.dev/?utm_source=clawhub&utm_medium=referral&utm_content=dynamics-365-crm)\n- [ClawLink Dynamics 365 Dashboard](https://claw-link.dev/dashboard?add=dynamics-365)\n\n## Skill Output:\n\n**Output Type(s):** [Text, Markdown, Code, Shell commands, Configuration guidance]\n\n**Output Format:** [Markdown with inline shell and JavaScript code blocks]\n\n**Output Parameters:** [1D]\n\n**Other Properties Related to Output:** [Guides account pairing, integration setup, tool discovery, CRM read operations, and confirmed CRM write operations.]\n\n## Skill Version(s):\n\n1.0.5 (source: server-resolved release metadata)\n\n## Ethical Considerations:\n\nUsers should evaluate whether this skill is appropriate for their environment, review any generated or modified files before relying on them, and apply their organization's safety, security, and compliance requirements before deployment."}],"languages":[],"docsSourceLabel":"CLAWHUB","editorialOverview":"Work with Microsoft Dynamics 365 CRM records, accounts, contacts, leads, opportunities, and activities - powered by ClawLink. Skill: Dynamics 365 Owner: hith3sh Summary: Work with Microsoft Dynamics 365 CRM records, accounts, contacts, leads, opportunities, and activities - powered by ClawLink. 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