Agent skill · software engineering · composiohq
Dynamics 365 Automation
Dynamics 365 Automation: manage CRM contacts, accounts, leads, opportunities, sales orders, invoices, and cases via the Dynamics CRM Web API
Why this skill is useful
Adds executable scripts for managing Dynamics 365 CRM operations that aren't available in public documentation.
What it needs
Requires rube installed locally. About 4k tokens when loaded. Last updated 2026-07-24. 71,973 stars on the source repository.
What this skill does
Dynamics 365 Automation Automate Microsoft Dynamics 365 CRM operations including creating and updating contacts, accounts, leads, opportunities, sales orders, invoices, and support cases. Toolkit docs: composio.dev/toolkits/dynamics365 --- Setup This skill requires the Rube MCP server connected at https://rube.app/mcp. Before executing any tools, ensure an active connection exists for the dynamics365 toolkit. If no connection is active, initiate one via RUBEMANAGECONNECTIONS. --- Core Workflows 1. Manage Leads Create, update, retrieve, and list lead records. Tools: DYNAMICS365DYNAMICSCRMCREATELEAD -- Create a new lead DYNAMICS365DYNAMICSCRMUPDATELEAD -- Update an existing lead DYNAMICS365DYNAMICSCRMGETALEAD -- Retrieve a lead by GUID DYNAMICS365DYNAMICSCRMGETALLLEADS -- List/filter all leads Key Parameters for DYNAMICS365DYNAMICSCRMCREATELEAD: firstname -- First name of the lead lastname -- Last name of the lead emailaddress1 -- Primary email address telephone1 -- Primary phone number companyname -- Associated company name subject -- Brief title/description Key Parameters for DYNAMICS365DYNAMICSCRMGETALLLEADS: filter -- OData filter, e.g., "contains(fullname,'John')" select -- Fields to return, e.g., "fullname,emailaddress1" orderby -- Sort expression, e.g., "createdon desc" top -- Max number of results Example: --- 2. Manage Accounts Create and organize account (company) records in the CRM. Tool: DYNAMICS365DYNAMICSCRMCREATEACCOUNT Key Parameters: name -- Account/company name description -- Description of the account revenue -- Revenue amount (number) accountcategorycode -- Category code (integer, default: 1) creditonhold -- Whether account is on credit hold (boolean) Example: --- 3. Manage Contacts Create detailed contact records with address and phone information. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills composiohq/dynamics365-automation