Services
Dynamics 365 Apps
Details
How does this affect me?
With this feature, AI agents can retrieve, update, and act on CRM data, automate tasks like qualifying leads or sending emails, and handle business processes without custom code.
The Model Context Protocol server enables the following tools, with more to come:
- List leads
- Retrieve lead summary (using Copilot in Dynamics 365 Sales)
- Qualify lead to opportunity
- Get outreach email (using Copilot in Dynamics 365 Sales)
- Send outreach email
This message is for awareness and no action is required.
If you would like more information on this feature, please visit the Connect AI agents to sales workflows using Model Context Protocol server learn article.