Microsoft Dynamics 365 MCP server: ask questions, get governed answers
Microsoft Dynamics 365 is a business application suite; it holds CRM accounts, opportunities, leads, cases and sales or finance operations data.
Try it on your own data in a pilot.
Microsoft Dynamics 365 AI analytics: what you can ask
Typical questions from sales and operations teams. Each answer shows the definition, source and query behind it.
- What is the open opportunity pipeline by sales stage and owner?
- How many leads were created this month by source?
- Which opportunities have a close date in the past but are still open?
- What is closed-won revenue by region compared to last quarter?
- Which accounts have the most open cases right now?
- Show the top 10 sales reps by closed revenue this year.
How Nexatron connects to Microsoft Dynamics 365
- Whose permissions
- Each person connects their own Microsoft Dynamics 365 account, so answers return only the records that person can already see in Microsoft Dynamics 365.
- Read and write
- Read-only. Nexatron reads Microsoft Dynamics 365 data to answer questions and never writes to Microsoft Dynamics 365.
- Setup
- Sign-in happens on the vendor's own OAuth consent screen; Nexatron never sees a password. Steps: choose the source → check prerequisites → enter connection details → approve access → verify → ask. No data migration and no pipeline to build: data is queried where it lives.
Microsoft Dynamics 365 MCP connector for Claude, ChatGPT and Copilot
Nexatron's hosted MCP server is a governed Microsoft Dynamics 365 MCP connector: Claude, ChatGPT and Microsoft Copilot ask questions of your Microsoft Dynamics 365 data through it. Each person signs in as themselves, so the assistant sees only what they may see.
Connect Microsoft Dynamics 365 to Claude, ChatGPT or Copilot
- Connect Microsoft Dynamics 365 to your Nexatron workspace.
- In Claude, add Nexatron from Claude's connector directory. In ChatGPT or Copilot, add a custom MCP connector with the server URL
https://api.nexatron.io/api/v1/mcp. - Sign in with your own Nexatron identity (OAuth 2.1), then ask your Microsoft Dynamics 365 questions.
Microsoft Dynamics 365 connector FAQ
- Can I ask Microsoft Dynamics 365 questions without writing queries?
- Yes. The connector is available now. Ask in Teams, Slack, the Nexatron web app, or an AI assistant connected through Nexatron's MCP server.
- Does Nexatron respect Microsoft Dynamics 365 permissions?
- Yes. With a personal connection, answers return only the Microsoft Dynamics 365 records that person can already see.
- Can Nexatron change data in Microsoft Dynamics 365?
- No. Nexatron only reads Microsoft Dynamics 365 data.
- What do I need to connect Microsoft Dynamics 365?
- A user who can approve access on the vendor's own sign-in screen.
- Is there a Microsoft Dynamics 365 MCP server for Claude, ChatGPT or Copilot?
- Yes: Nexatron's hosted MCP server, once Microsoft Dynamics 365 is connected to your workspace. It is Nexatron's server, not one published by Microsoft Dynamics 365, and the assistant gets the same governed answer as the Nexatron app.
Try Nexatron on your own Microsoft Dynamics 365 data
A pilot starts with three questions your team already asks and the report you trust for each, so you can check the answers yourself.
Microsoft Dynamics 365 is a trademark of its owner. Nexatron is not affiliated with or endorsed by it; the name and mark identify the system Nexatron connects to.