Connect Dynamics 365 with Hookshot™ and your stack

Dynamics 365 from Microsoft combines CRM, ERP, and productivity apps to streamline sales, marketing, customer service, and operations in one integrated platform

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Tools and triggers

What Agents can do in Dynamics 365

Available tools and events after Dynamics 365 is connected.

  • Create Account

    Creates a new account entity record in Dynamics CRM using the Web API.

  • Create Case

    Creates a new case (incident) entity record in Dynamics CRM using the Web API.

  • Create Contact

    Creates a new contact entity record in Dynamics CRM using the Web API.

  • Create Invoice

    Creates a new invoice entity record in Dynamics CRM using the Web API.

  • Create Lead

    Creates a new lead entity record in Dynamics CRM using the Web API.

  • Create Opportunity

    Creates a new opportunity entity record in Dynamics CRM using the Web API. Some CRM configurations enforce `estimatedclosedate` and a transaction currency at the server level even though they are schema-optional…

  • Create Sales Order

    Creates a new sales order entity record in Dynamics CRM using the Web API.

  • Dynamicscrm Get a Invoice

    Dynamicscrm get a invoice

  • Dynamicscrm Get a Lead

    Dynamicscrm get a lead

  • Dynamicscrm Get All Leads

    Dynamicscrm get all leads

  • Get All Invoices Action

    Get all invoices action

  • Update Case

    Updates an existing case (incident) entity record in Dynamics CRM using the Web API.

  • Update Invoice

    Updates an existing invoice entity record in Dynamics CRM using the Web API.

  • Update Lead

    Updates an existing lead entity record in Dynamics CRM using the Web API.

  • Update Opportunity

    Updates an existing opportunity entity record in Dynamics CRM using the Web API. Some updates may be rejected if required relational fields (e.g., transactioncurrency) are absent from the record, even though they are…

  • Update Sales Order

    Updates an existing sales order entity record in Dynamics CRM using the Web API.

Setup

Connect Dynamics 365 in Hookshot™

Pick a scope, then confirm what can start a Protege and what it can do.

Trigger Access

What can start a Protege from this app.

Tool Access

What a Protege can do after it starts.

Connection scope

Prefer team for production.

Team

Shared credential for production and unattended runs.

Personal

Tied to one user—only when the workflow needs their account.

Chat

Team-scoped for supported chat surfaces.

Full setup guide

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See Hookshot™ in your stack.

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Hookshot™ setup screen — AI agent workflow configuration with model selection, trigger status, and governance controls.