dynamics-365-crm
Installation
SKILL.md
Dynamics 365 Sales and Customer Service via Dataverse Web API
This skill provides comprehensive knowledge for operating the Dynamics 365 Sales and Customer Service business application layer on top of Dataverse. It covers the full CRM record lifecycle, pipeline management, case and queue operations, SLA management, and CRM workflow automation via Power Automate.
Integration Context Contract
- Canonical contract:
docs/integration-context.md
| Workflow | tenantId | subscriptionId | environmentCloud | principalType | scopesOrRoles |
|---|---|---|---|---|---|
| Dynamics 365 Sales (leads, opps, accounts) | required | — | AzureCloud* |
service-principal |
D365 Sales app access + systemuser record in org |
| Dynamics 365 Customer Service (cases, queues) | required | — | AzureCloud* |
service-principal |
D365 Customer Service app access + systemuser record |
| Full Dataverse Web API (any table) | required | — | AzureCloud* |
service-principal |
Dataverse User role minimum; System Administrator for schema changes |
| Power Automate CRM flows | required | — | AzureCloud* |
delegated-user |
Environment Maker + D365 app access |
* Use sovereign cloud values from the canonical contract when applicable.
Required auth parameters for every CRM workflow: