Tracker › CRM
Microsoft Dynamics 365 Sales + Claude / ChatGPT
The Dynamics 365 Sales MCP Server is in preview. It mainly targets Microsoft Copilot Studio agents. Microsoft says Claude Desktop isn't supported yet, but Claude Code can connect through the Agent 365 Tooling Gateway.
Partly verified. We couldn't confirm: ChatGPT, Access. If you can point to a vendor doc, send it to us.
| Category | CRM |
|---|---|
| Built by the vendor? | Yes |
| Claude | Not supported Microsoft says Claude Desktop isn't supported at this time. Claude Code can connect through the Agent 365 Tooling Gateway. |
| ChatGPT | unverified We didn't find Microsoft docs for ChatGPT. |
| Setup type | None |
| Read-only or read/write | unverified Microsoft's example prompts are reads. We didn't confirm write tools. |
| Admin setup needed? | Yes You need admin rights in both Dynamics 365 Sales and Copilot Studio. |
| Plan / requirements | Preview feature. Copilot Studio licensing applies. |
| MCP / connector URL | Via Copilot Studio / Agent 365 Tooling Gateway |
| Last verified | Oct 28, 2026 |
Sources
- Microsoft Learn: Connect AI agents to Dynamics 365 Sales MCP Server
- Microsoft Learn: Dynamics 365 Sales MCP overview
- Microsoft Learn: Connect via Agent 365 Tooling Gateway
Vendors change these integrations often. Always check the vendor's docs before you roll anything out to your team. See a mistake? Tell us.
Get the weekly AI Sales Stack email
Each week: new connectors, changed permissions and setup gotchas for sales tools. It's short and written for AEs and sales ops.
Free. Unsubscribe anytime.