customer_insights_list_records
Customer Insights: List Dynamics 365 Customer Insights customer profiles, alternate keys, segments, measures, activities, enrichments, predictions, and segment memberships with Dataverse OData query options.
dataverse_create_record
Dataverse: Create a new record in any Dynamics 365 Dataverse table (for example, accounts, contacts, leads, opportunities, cases, or custom tables). Supports duplicate detection when enabled. Use **@odata.bind** annotations in the record data to associate new records with existing ones during creation.
finance_get_journal
Finance: Retrieve one Dynamics 365 Finance journal header record by OData key values. Include dataAreaId when required by metadata.
customer_service_download_note_attachment
Customer Service: Download a Dynamics 365 note attachment from an annotation record and return the bytes as a Slate attachment.
sales_create_record
Sales: Create a Dynamics 365 Sales account, contact, lead, opportunity, activity, quote, or order record through Dataverse.
finance_get_customer
Finance: Retrieve one Dynamics 365 Finance customer record by OData key values. Include dataAreaId when required by metadata.
customer_service_manage_queue_item_workflow
Customer Service: Add Customer Service records to queues, pick queue items for a user, release picked items, remove queue items, or route queue items to a queue, user, or team.
finance_list_journals
Finance: List Dynamics 365 Finance journal header records for draft review and operational status checks.
dataverse_get_related_records
Dataverse: Retrieve records related to a specific Dynamics 365 Dataverse record through a navigation property. Useful for fetching contacts for an account, activities for a lead, or related custom table rows.
finance_run_data_management_package_operation
Finance: Start or inspect Dynamics 365 Finance Data Management package export/import workflows. File bytes are not returned in JSON output.
field_service_update_booking
Field Service: Update a Dynamics 365 Field Service bookable resource booking time, duration, resource, status, resource requirement, or custom fields.
dataverse_disassociate_records
Dataverse: Remove an association (relationship) between two Dynamics 365 Dataverse records. For collection-valued navigation properties, specify the target record. For single-valued navigation properties, omit the target record to clear the lookup.
supply_chain_list_purchase_orders
Supply Chain: List purchase order headers for procurement review by legal entity, vendor, status, and OData filters.
field_service_get_record
Field Service: Retrieve one Dynamics 365 Field Service work order, booking, resource, customer asset, service account, incident type, work-order child record, booking status, product, or service by Dataverse GUID.
contact_center_export_conversation_transcript
Contact Center: Download a Dynamics 365 Contact Center transcript Dataverse file column as a Slate attachment.
sales_close_opportunity
Sales: Close a Dynamics 365 Sales opportunity as won or lost by invoking the supported Dataverse opportunity close actions.
field_service_update_record
Field Service: Update selected columns on a Dynamics 365 Field Service work order, booking, resource, customer asset, service account, incident type, work-order child record, booking status, product, or service.
customer_service_list_records
Customer Service: List Dynamics 365 Customer Service cases, queues, queue items, knowledge articles, notes, and attachment metadata with Dataverse OData query options.
customer_service_manage_case_workflow
Customer Service: Resolve, reopen, cancel, or assign a Dynamics 365 Customer Service case with typed Dataverse workflow inputs.
dataverse_associate_records
Dataverse: Create an association (relationship) between two existing Dynamics 365 Dataverse records using a navigation property. Supports single-valued lookup and collection-valued relationships.
contact_center_get_representative_availability
Contact Center: Check Dynamics 365 Contact Center queue and service representative availability for an active conversation or before starting a conversation for a live workstream.
supply_chain_list_warehouses
Supply Chain: List warehouses and warehouse master data by legal entity and OData filters.
dataverse_execute_batch
Dataverse: Execute multiple relative Dataverse Web API operations in one $batch request. Write operations are grouped into a changeset by Dataverse recipe helpers.
dataverse_get_entity_attributes
Dataverse: Retrieve attribute (column) definitions for a specific Dynamics 365 Dataverse table. Returns field names, types, required levels, read/create/update capabilities, lookup targets, and metadata IDs.
supply_chain_get_released_product
Supply Chain: Retrieve one released product by OData key values. Include dataAreaId when required by metadata.
field_service_list_records
Field Service: List Dynamics 365 Field Service work orders, bookings, resources, customer assets, service accounts, incident types, work-order child records, booking statuses, products, and services with Dataverse OData query options.
finance_list_vendor_invoices
Finance: List Dynamics 365 Finance vendor invoice header records for review, matching, and import status workflows.
dataverse_delete_record
Dataverse: Permanently delete a record from any Dynamics 365 entity. This action cannot be undone.
finance_list_chart_of_accounts
Finance: List Dynamics 365 Finance chart-of-accounts and main account records through Finance and Operations OData.
field_service_manage_work_order_lifecycle
Field Service: Set a Dynamics 365 Field Service work order system status and optional Dataverse state/status fields.
customer_service_update_record
Customer Service: Update selected columns on a Dynamics 365 Customer Service case, queue item, note, or other supported record.
finance_list_legal_entities
Finance: List Dynamics 365 Finance legal entities available through Finance and Operations OData.
supply_chain_list_products
Supply Chain: List Dynamics 365 Supply Chain Management product master records through Finance and Operations OData.
sales_get_record
Sales: Retrieve one Dynamics 365 Sales account, contact, lead, opportunity, activity, quote, or order by Dataverse GUID.
field_service_schedule_booking
Field Service: Create a Dynamics 365 Field Service bookable resource booking for a work order with typed resource, booking status, duration, and time fields.
dataverse_upload_file_column
Dataverse: Upload base64 file content into a Dataverse file or image column using Dataverse block upload actions.
finance_get_vendor_invoice
Finance: Retrieve one Dynamics 365 Finance vendor invoice header record by OData key values. Include dataAreaId when required by metadata.
finance_create_journal_draft_record
Finance: Create a non-posted Dynamics 365 Finance journal draft data entity record. Use this for draft/import workflows only; posting is intentionally not exposed.
customer_insights_get_record
Customer Insights: Retrieve one Dynamics 365 Customer Insights customer profile, alternate key, segment, measure, activity, enrichment, prediction, or segment membership by Dataverse GUID.
sales_list_records
Sales: List Dynamics 365 Sales accounts, contacts, leads, opportunities, activities, quotes, and orders with Dataverse OData query options.
finance_get_vendor
Finance: Retrieve one Dynamics 365 Finance vendor record by OData key values. Include dataAreaId when required by metadata.
dataverse_update_record
Dataverse: Update an existing record by GUID or alternate key in any Dynamics 365 Dataverse table. Only included fields are modified; other fields remain unchanged.
customer_service_create_record
Customer Service: Create a Dynamics 365 Customer Service case, queue item, note, or other supported Customer Service record through Dataverse.
supply_chain_list_inventory_on_hand
Supply Chain: List inventory on-hand records by item, warehouse, site, legal entity, and OData filters.
dataverse_invoke_action
Dataverse: Invoke a bound or unbound Dataverse action in Dynamics 365. Actions may have side effects and can modify data. Supports built-in actions (for example, **QualifyLead**, **CloseIncident**) and custom actions.
sales_delete_record
Sales: Permanently delete a Dynamics 365 Sales account, contact, lead, opportunity, activity, quote, or order record by Dataverse GUID.
supply_chain_list_released_products
Supply Chain: List released products by legal entity, item number, product dimensions, and OData filters.
dataverse_list_entities
Dataverse: List Dataverse table definitions in the Dynamics 365 environment. Returns metadata including logical names, display names, entity set names, primary columns, and ownership details.
finance_list_ledger_entries
Finance: List Dynamics 365 Finance general ledger entry records by legal entity, filters, and OData query options.
sales_qualify_lead
Sales: Qualify a Dynamics 365 Sales lead with typed controls for creating account, contact, and opportunity records.
contact_center_get_record
Contact Center: Retrieve one Dynamics 365 Contact Center conversation, session, transcript, agent, queue, routing state record, or linked case by Dataverse GUID.
dataverse_list_records
Dataverse: Query and list records from any Dynamics 365 Dataverse table with support for OData filtering, sorting, column selection, pagination, and expanding related records. Use this to retrieve multiple records based on criteria. Supports standard OData query options.
supply_chain_list_purchase_order_lines
Supply Chain: List purchase order line records for item, quantity, delivery, and receiving review by legal entity and OData filters.
customer_service_get_record
Customer Service: Retrieve one Dynamics 365 Customer Service case, queue, queue item, knowledge article, note, or attachment by Dataverse GUID.
dataverse_fetch_xml_query
Dataverse: Execute a FetchXML query against a Dynamics 365 Dataverse table. FetchXML supports aggregation, grouping, and complex joins that are not possible with standard OData queries.
dataverse_search_records
Dataverse: Perform a full-text relevance search across multiple Dynamics 365 Dataverse tables using the Dataverse Search API. Returns results ranked by relevance, useful for finding records when you do not know the exact table or field to query.
dataverse_get_record
Dataverse: Retrieve a single record by GUID or alternate key from any Dynamics 365 Dataverse table. Supports selecting specific columns and expanding related records via navigation properties.
finance_list_vendors
Finance: List Dynamics 365 Finance vendor master records by legal entity and OData filters.
dataverse_who_am_i
Dataverse: Retrieve information about the currently authenticated user, including user ID, organization ID, and business unit ID. Useful for verifying connection and getting the current user context.
contact_center_list_records
Contact Center: List Dynamics 365 Contact Center conversations, sessions, transcripts, agents, queues, routing state records, and linked cases with Dataverse OData query options.
dataverse_invoke_function
Dataverse: Invoke an unbound or bound Dataverse function in Dynamics 365. Functions are read-only operations that return data without side effects. Common functions include **WhoAmI**, **RetrieveCurrentOrganization**, and **RetrieveTotalRecordCount**.
field_service_create_record
Field Service: Create a Dynamics 365 Field Service work order, booking, resource, customer asset, service account, incident type, work-order child record, booking status, product, or service record.
dataverse_download_file_column
Dataverse: Download the binary value from a Dataverse file or image column. The file content is returned as a Slate attachment; output contains metadata only.
customer_insights_export_segment_members
Customer Insights: Export Dynamics 365 Customer Insights segment-member rows from Dataverse as CSV or JSON through a Slate text attachment.
customer_insights_list_tables
Customer Insights: Discover Dynamics 365 Customer Insights Dataverse table metadata, entity set names, primary columns, and optionally readable attributes.
sales_update_record
Sales: Update selected columns on a Dynamics 365 Sales account, contact, lead, opportunity, activity, quote, or order record.
finance_list_customers
Finance: List Dynamics 365 Finance customer master records by legal entity and OData filters.
human_resources_get_benefit_enrollment
Human Resources: Retrieve one Dynamics 365 Human Resources benefit enrollment record by OData key values. Include dataAreaId when required by metadata.
business_central_list_sales_invoices
Business Central: List Business Central sales invoices by customer, status, invoice/posting/due dates, update timestamp, and OData filters.
supply_chain_get_purchase_order
Supply Chain: Retrieve one purchase order header by OData key values. This is read-only and does not confirm, receive, or post the order.
human_resources_list_jobs
Human Resources: List job records and job metadata for role, position, and workforce planning workflows.
business_central_list_companies
Business Central: List companies available to the authenticated Microsoft Dynamics 365 Business Central user in the selected environment. Use a returned company id as companyId for company-scoped tools.
human_resources_list_compensation_plans
Human Resources: List compensation plan and compensation read-model records for workforce reporting.
commerce_lookup_catalogs
Commerce: List Dynamics 365 Commerce catalogs for a channel or retrieve one catalog by id through Retail Server catalog APIs.
commerce_manage_customers
Commerce: Search Dynamics 365 Commerce customers, get customers by account number, inspect customer order history, and conservatively create or update customer records through Retail Server.
project_operations_manage_resource_assignments
Project Operations: List and get Project Operations resource assignment records for planned project work. Use Manage Project Schedule for assignment create, contour update, and delete through Microsoft Project schedule APIs.
commerce_manage_orders
Commerce: Search Dynamics 365 Commerce sales orders, retrieve orders by transaction id or sales id, and conservatively create sales orders through Retail Server.
human_resources_list_leave_balances
Human Resources: List worker leave and absence balance read models by worker, plan, legal entity, and OData filters.
human_resources_get_employee
Human Resources: Retrieve one Dynamics 365 Human Resources employee employment record by OData key values. Include dataAreaId when required by metadata.
project_operations_manage_project_actuals
Project Operations: List and get Project Operations actual records from Dataverse for cost, billing, and revenue reconciliation.
human_resources_list_employees
Human Resources: List employee employment records by legal entity, worker, status, and OData filters.
business_central_list_accounts
Business Central: List Business Central chart-of-accounts rows by search text, account category, account type, and OData filters.
supply_chain_get_sales_order
Supply Chain: Retrieve one sales order header by OData key values. This is read-only and does not confirm, ship, invoice, or cancel the order.
business_central_list_journals
Business Central: List Business Central journals by one selected search field, template display name, and OData filters.
business_central_list_customers
Business Central: List Business Central customers with bounded OData pagination, search, update timestamp, blocked-state, and advanced OData filters.
business_central_list_general_ledger_entries
Business Central: List Business Central posted general ledger entries by posting date range, account, document number, and OData filters.
human_resources_get_worker
Human Resources: Retrieve one Dynamics 365 Human Resources worker by OData key values.
human_resources_list_leave_requests
Human Resources: List worker leave request records for status review. This package does not submit, approve, or cancel leave requests.
business_central_get_customer
Business Central: Retrieve one Business Central customer by company and customer GUID.
project_operations_manage_expenses
Project Operations: List, get, create, and update draft Project Operations expense records. Submission, approval, invoicing, and reimbursement posting are not exposed.
human_resources_get_leave_balance
Human Resources: Retrieve one Dynamics 365 Human Resources leave balance record by OData key values. Include dataAreaId when required by metadata.
project_operations_manage_project_schedule
Project Operations: Run Dynamics 365 Project Operations Project schedule APIs for scheduling entities such as project tasks, resource assignments, dependencies, buckets, team members, sprints, labels, and OperationSets.
business_central_list_purchase_invoices
Business Central: List Business Central purchase invoices by vendor, status, invoice/posting/due dates, update timestamp, and OData filters.
commerce_lookup_channels_stores
Commerce: List Dynamics 365 Commerce channels, get the current channel configuration, retrieve a store by store number, or search stores by text and location through Retail Server.
commerce_download_retail_server_metadata
Commerce: Download the Dynamics 365 Commerce Retail Server $metadata XML document as a Slate attachment for schema discovery.
project_operations_manage_finance_handoff
Project Operations: Start and inspect Dynamics 365 Finance and Operations Data Management package handoff executions for Project Operations finance integration.
project_operations_manage_project_invoices
Project Operations: List and get Project Operations invoice records from Dataverse. Invoice creation, confirmation, and posting are deferred.
human_resources_get_compensation_plan
Human Resources: Retrieve one Dynamics 365 Human Resources compensation plan or compensation record by OData key values. Include dataAreaId when required by metadata.
project_operations_manage_project_contracts
Project Operations: List and get Project Operations project contract records from Dataverse. Contract creation and activation are deferred.
business_central_get_sales_invoice
Business Central: Retrieve one Business Central sales invoice by GUID with optional lines, customer, dimensions, PDF metadata, and attachment navigation expansion.
business_central_list_items
Business Central: List Business Central items and catalog records by search text, category, type, update timestamp, and OData filters.
project_operations_manage_time_entries
Project Operations: List, get, create, and update draft Project Operations time entry records. Approval and posting workflows are not exposed.
supply_chain_list_receipts
Supply Chain: List receipt and product receipt header records for inbound procurement review.
human_resources_list_workers
Human Resources: List Dynamics 365 Human Resources worker records through Finance and Operations OData.
human_resources_get_job
Human Resources: Retrieve one Dynamics 365 Human Resources job by OData key values.
project_operations_manage_projects
Project Operations: List, get, create, and update draft Dynamics 365 Project Operations project records in Dataverse.
human_resources_get_department
Human Resources: Retrieve one Dynamics 365 Human Resources department by OData key values.
supply_chain_list_sales_orders
Supply Chain: List sales order headers for fulfillment review by legal entity, customer, status, and OData filters.
business_central_get_purchase_invoice
Business Central: Retrieve one Business Central purchase invoice by GUID with optional lines, vendor, dimensions, and attachment navigation expansion.
commerce_manage_carts
Commerce: Create, retrieve, and update Dynamics 365 Commerce carts, including cart lines, discount codes, promotions, and checkout through Retail Server cart APIs.
supply_chain_list_shipments
Supply Chain: List shipment and packing slip header records for outbound fulfillment review.
human_resources_get_leave_request
Human Resources: Retrieve one Dynamics 365 Human Resources leave request record by OData key values. Include dataAreaId when required by metadata.
business_central_list_document_attachments
Business Central: List Business Central document attachment metadata for supported parent records such as customers, vendors, items, invoices, and general ledger entries.
human_resources_list_departments
Human Resources: List department and organization unit records for workforce reporting.
business_central_get_sales_invoice_pdf
Business Central: Download a Business Central sales invoice PDF as a Slate attachment. JSON output contains metadata only, never file bytes.
human_resources_list_benefit_enrollments
Human Resources: List benefit enrollment and benefit read-model records by worker, plan, status, and OData filters.
project_operations_manage_project_tasks
Project Operations: List and get project task records for Dynamics 365 Project Operations work breakdown structures. Use Manage Project Schedule for task create, update, and delete through Microsoft Project schedule APIs.
supply_chain_list_sales_order_lines
Supply Chain: List sales order line records for item, quantity, delivery, shipping, and fulfillment review by legal entity and OData filters.
business_central_get_vendor
Business Central: Retrieve one Business Central vendor by company and vendor GUID.
human_resources_get_position
Human Resources: Retrieve one Dynamics 365 Human Resources position by OData key values.
human_resources_list_positions
Human Resources: List position records, assignments, and organizational placement by OData filters.
commerce_lookup_products_prices_inventory
Commerce: Search Dynamics 365 Commerce products, retrieve product details, get active prices, inspect promotions, and check product or estimated inventory availability through Retail Server.
business_central_list_vendors
Business Central: List Business Central vendors with bounded OData pagination, search, update timestamp, blocked-state, and advanced OData filters.
Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings. Subscribe to webhooks for real-time notifications on object creation, deletion, property changes, merges, and association changes.
Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Subscribe to real-time change events via Change Data Capture and Platform Events. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.
Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.
Manage a customizable CRM workspace including records, lists, notes, tasks, and comments. Create, read, update, delete, and search records across standard and custom objects (people, companies, deals). Upsert records using unique attributes to avoid duplicates. Organize records into lists (e.g., sales pipelines) and manage list entries. Create and manage notes attached to records, assign and complete tasks, and handle threaded comments. Configure the data model by defining custom objects and attributes. Access workspace member information, meeting data, and call recording transcripts. Subscribe to real-time webhook events for records, lists, notes, tasks, comments, and more.
Retrieve practical DataForSEO API v3 data for SEO, SEM, ecommerce, business listings, Google Play apps, content analysis, and AI optimization. Supports Google/Bing/Yahoo/YouTube organic SERP live search, Google Ads keyword metrics, DataForSEO Labs keyword and domain intelligence, backlinks, OnPage audits and results, domain analytics, Google Shopping and Amazon Merchant tasks, Business Listings and Google Reviews, Google Play App Data tasks, and AI keyword, LLM mentions, and live LLM response benchmarking.
Manage people, companies, and custom objects in item. Query shared views, inspect schema, batch upsert records, list users, and trigger webhook-based skills.
Unified Microsoft Dynamics 365 connector for Dataverse, Sales, Customer Service, Field Service, Contact Center, Customer Insights, Finance, Supply Chain, Project Operations, Commerce, Human Resources, and Business Central. Tools use explicit subservice-prefixed IDs and resource-specific Microsoft auth inputs.
Common questions about connecting Dynamics 365 to AI agents with Metorial.
