An advanced integration skill that empowers users to manage Microsoft Dynamics 365 CRM records, accounts, contacts, leads, and sales activities directly from their chat client.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install dynamics-365
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install dynamics-365 using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is Dynamics 365 CRM?
The Dynamics 365 CRM integration provides automated interaction with your customer relationship database directly from a conversational agent. Powered by ClawLink, this integration handles OAuth flows and session credentials, allowing Openclaw Skills to safely query and modify CRM entities without complex manual setup.
By leveraging this capability, developers and sales managers can communicate with Microsoft Dynamics 365 Web API nodes, ensuring that leads, invoices, opportunities, and activities are always in sync with your system actions. These Openclaw Skills are designed to minimize integration friction and streamline overall business CRM operations.
Dynamics 365 CRM Use Cases
- Automatically creating and logging incoming sales leads directly from client conversations.
- Updating and maintaining contact records and organization details in real time.
- Managing complex CRM opportunities and support cases through plain text prompts.
- Retrieving transaction invoices and tracking sales orders dynamically using Openclaw Skills.
How Dynamics 365 CRM Works
- Install the ClawLink plugin inside the OpenClaw environment via the command-line interface.
- Initiate secure device pairing using the
clawlink_begin_pairingcommand. - Authorize connection with your Microsoft Dynamics 365 CRM workspace via standard OAuth through the ClawLink dashboard.
- Call list or search functions to dynamically map registered CRM operations.
- Execute operations which securely route tools through ClawLink directly to the Microsoft Dynamics 365 Web API.
Dynamics 365 CRM Setup
Step 1: Install the ClawLink plugin
Run the installation command inside OpenClaw:
openclaw plugins install clawhub:clawlink-plugin
Start a fresh chat after installing.
Step 2: Pair ClawLink
- Call
clawlink_begin_pairing - Open the returned URL in your browser
- Sign in to ClawLink and approve the device
Step 3: Connect Dynamics 365
Open claw-link.dev/dashboard?add=dynamics-365, complete the OAuth flow, then confirm.
Step 4: Verify and discover
// 1. Verify Dynamics 365 is connected
clawlink_list_integrations()
// 2. List available tools
clawlink_list_tools({ integration: "dynamics-365" })
// 3. Search tools if needed
clawlink_search_tools({ query: "lead", integration: "dynamics-365" })
Dynamics 365 CRM Data Schema & Taxonomy
The Dynamics 365 CRM skill maps operations to distinct tools with associated safety confirmations:
| Operation Type | Tool Name | Description | Risk Level |
|---|---|---|---|
| Create | dynamics365_dynamicscrm_create_account |
Create a new account entity record | confirm |
| Create | dynamics365_dynamicscrm_create_case |
Create a new case (incident) entity record | confirm |
| Create | dynamics365_dynamicscrm_create_contact |
Create a new contact entity record | confirm |
| Create | dynamics365_dynamicscrm_create_invoice |
Create a new invoice entity record | confirm |
| Create | dynamics365_dynamicscrm_create_lead |
Create a new lead entity record | confirm |
| Create | dynamics365_dynamicscrm_create_opportunity |
Create a new opportunity entity record | confirm |
| Create | dynamics365_dynamicscrm_create_sales_order |
Create a new sales order entity record | confirm |
| Read | dynamics365_dynamicscrm_get_a_invoice |
Get a specific invoice by ID | safe |
| Read | dynamics365_dynamicscrm_get_a_lead |
Get a specific lead by ID | safe |
| Read | dynamics365_dynamicscrm_get_all_leads |
Get all leads from the CRM | safe |
| Read | dynamics365_get_all_invoices_action |
Get all invoices | safe |
| Update | dynamics365_dynamicscrm_update_case |
Update an existing case (incident) | confirm |
| Update | dynamics365_dynamicscrm_update_invoice |
Update an existing invoice | confirm |
| Update | dynamics365_dynamicscrm_update_lead |
Update an existing lead | confirm |
| Update | dynamics365_dynamicscrm_update_opportunity |
Update an existing opportunity | confirm |
| Update | dynamics365_dynamicscrm_update_sales_order |
Update an existing sales order | confirm |
Dynamics 365 CRM Advanced Features
- Session and State Management: Authentication tokens for Dynamics 365 are hosted securely by ClawLink, while local configuration remains bound strictly to your environment.
- Error Remediation Guidance: Standard error handling patterns built into Openclaw Skills provide developers with active cues to resolve permission-denied issues or missing fields like transaction currencies or estimated close dates.
- Intelligent Tool Searching: Easily locate specialized CRM functionalities dynamically using the search tools pattern to construct complex queries.
- High-Risk Guardrails: State-modifying operations (updates/creates) prompt confirmation routines to prevent accidental data modifications inside your production CRM environment.
SKILL.md
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