Dynamics 365 Sales 2025 release wave 1
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Business Value
Whether you're a developer building an AI agent to automate a part of the sales workflow, or a seller using AI assistants such as ChatGPT and Claude to get work done, you can now connect Dynamics 365 Sales to your agents and assistants with the new Model Context Protocol (MCP) server.
For developers, this means no more complex integrations. 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.
For end users and sellers, this means they can now use their favorite AI assistant, such as Claude or, in the future, ChatGPT, to get their work done—prioritizing leads, engaging them with personalized emails, generating quotes, and closing deals. They can connect their assistant to Dynamics 365 by installing the MCP server just as easily as they'd install a new mobile app.
Finally, agents and assistants can use Copilot in Dynamics 365 Sales in their workflow as well—starting with getting summaries and drafting emails, with additional operations coming soon.
Feature Details
The MCP Server exposes the following tools initially, with more coming soon:
- 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
Dynamics 365 customers can use Microsoft Copilot Studio to build custom agents for sales teams that include the Dynamics 365 Sales MCP server or connect Dynamics 365 with any other agent platform that supports the MCP protocol. By using the Dynamics 365 Sales MCP Server in combination with MCP servers from other business applications such as Service and ERP, customers can also automate complex cross-functional business operations with ease. For instance, a quote can be generated through Dynamics 365 Business Central MCP server for each lead that confirms interest after being engaged with Dynamics 365 Sales MCP server. Then a support ticket on the order can be processed using Dynamics 365 Customer Service MCP server.
Here are examples of agents you can build using these MCP tools:
- A post-service upsell agent that prospects for maintenance plans after a field tech visit—turning each engagement into a sales opportunity.
- An agent that targets prospects from existing accounts, enabling the account manager to schedule strategy meeting with key stakeholders.
- An agent that helps the sales team prioritize the best leads from B2B events and add others to a marketing nurture campaign.
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