D365 CX MCP Server (Preview)

Dynamics 365 CX MCP Server, allowing users to interact with Dynamics 365 Customer Engagement MCP tools through Agent Gateway.

This connector is available in the following products and regions:

Service Class Regions
Copilot Studio Premium All Power Automate regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Power Apps Premium All Power Apps regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Power Automate Premium All Power Automate regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Contact
Name Microsoft
URL https://support.microsoft.com
Connector Metadata
Publisher Microsoft
Website https://www.microsoft.com/en-us/microsoft-365/copilot
Privacy policy https://privacy.microsoft.com/
Categories Productivity

Dynamics 365 CX MCP Server

The Dynamics 365 CX MCP Server provides supported Microsoft experiences with access to Dynamics 365 Customer Engagement capabilities through Agent Gateway.

Publisher: Microsoft

Prerequisites

  • A Microsoft Entra ID account
  • Access to the required Dynamics 365 environment and data
  • Any tenant policies required by the experience using this connector

Supported Operations

Dynamics 365 CX MCP Server

Provides the available Dynamics 365 Customer Engagement MCP tools.

Obtaining Credentials

Sign in with your Microsoft Entra ID account and consent when prompted. No API key or manually created secret is required.

Getting Started

Use the connector from a supported Microsoft experience and sign in when prompted.

Known Issues and Limitations

  • This connector is in Preview, and its capabilities may change before general availability.
  • Availability and capabilities depend on tenant configuration and the signed-in user's permissions.
  • The connector does not grant access to data or capabilities that the signed-in user is not already authorized to use.

Deployment Instructions

This Microsoft first-party connector is deployed and managed by Microsoft.

Support

Visit Microsoft Support for help.

Creating a connection

The connector supports the following authentication types:

Login with Microsoft Entra ID Provide Microsoft Entra ID credentials using PFX certificate and password All regions Shareable
Default [DEPRECATED] This option is only for older connections without an explicit authentication type, and is only provided for backward compatibility. All regions Not shareable

Login with Microsoft Entra ID

Auth ID: certOauth

Applicable: All regions

Provide Microsoft Entra ID credentials using PFX certificate and password

This is shareable connection. If the power app is shared with another user, connection is shared as well. For more information, please see the Connectors overview for canvas apps - Power Apps | Microsoft Docs

Default [DEPRECATED]

Applicable: All regions

This option is only for older connections without an explicit authentication type, and is only provided for backward compatibility.

This is not shareable connection. If the power app is shared with another user, another user will be prompted to create new connection explicitly.

Actions

Dynamics 365 CX MCP Server

MCP server for Dynamics 365 Customer Engagement operations.

Dynamics 365 CX MCP Server

MCP server for Dynamics 365 Customer Engagement operations.

Returns