Connect your AI tools to live Dynamics 365 data

MCP Server for Dynamics 365 is a free, self-hosted way to give AI tools access to live Dynamics 365 data. Teams can use natural language to find business information, investigate customer activity, and work with CRM data — without building and maintaining a custom AI-to-CRM integration.

  • Find customer and sales information using natural-language questions
  • Review accounts, opportunities, cases, and related activities
  • Inspect records, fields, and relationships without working directly with APIs
  • Keep AI access to Dynamics 365 on-premises

What is Devart MCP Server for Dynamics 365?

Devart MCP Server for Dynamics 365 lets AI assistants use information from Dynamics 365 in conversations and agent workflows through the Model Context Protocol (MCP). Deployed in your environment, it can answer natural-language questions using available customer, sales, service, and activity records from your Dynamics 365 applications.

Devart ODBC Driver for Dynamics 365 supplies the data connection used by MCP Server. It presents Dynamics 365 entities, fields, relationships, and records through a structured interface and handles communication with the data source. This gives MCP clients a ready-made route to Dynamics 365 information without implementing a separate integration for each AI application.

How Devart MCP Server for Dynamics 365 works

Why connect AI to Dynamics 365 data through MCP?

Connecting AI to Dynamics 365 through MCP turns a conventional AI chat into a practical way of working with live CRM data. It is much faster than manual exports, custom reports, or building against the API by hand.

Ask Dynamics 365 in plain language

Retrieve records, inspect entities and fields, and investigate issues in the most natural and convenient way.

Ask Dynamics 365 in plain language

Built for teams working with Dynamics 365

MCP Server for Dynamics 365 gives teams a natural-language interface to CRM data for analysis, development, troubleshooting, validation, and controlled AI access.

Team
Request
Devart MCP Server for Dynamics 365 How MCP Server for Dynamics 365 helps
Sales & RevOps teams
Show open opportunities by owner this quarter.
Queries Dynamics 365 and groups the pipeline by owner, without requiring users to build a report or export the data.
Admins & Dynamics developers
How do accounts, contacts, and opportunities relate?
Examines entities, fields, and relationships to help teams understand and work with the Dynamics 365 data model.
Customer service & support teams
Find the activities related to this case.
Retrieves the records and activities associated with a case, giving teams the context they need without navigating through multiple screens.
Platform & security teams
How can we give teams AI access to Dynamics 365 without giving them direct access to the environment?
Provides a self-hosted layer for controlled AI access to Dynamics 365 while keeping connectivity within your environment.

Built for simpler, safer Dynamics 365 AI access

Devart MCP Server for Dynamics 365 gives teams a more practical way to bring AI into data workflows — with secure deployment, easier setup, and less custom integration work.

Self-hosted deployment

Self-hosted and controlled

Keep AI-to-data access inside your environment with a secure, controlled Dynamics 365 MCP layer.

Fast setup

Fast setup in a few clicks

Start faster with a ready MCP Server instead of building and maintaining a custom integration from scratch.

Compatibility with AI tools

Easy AI tool integration

Connect Claude, VS Code, Cursor, Codex, and other MCP-compatible tools to Dynamics 365 with less friction.

Free to use

Free to use

The MCP Server is free — no license key, no activation, no expiry. It connects through Devart ODBC Driver for Dynamics 365, which is licensed separately.

Browser window showing a connected workflow diagram

Built for real Dynamics 365 workflows

Support analysis, troubleshooting, investigation, and plain-language access across everyday data work.

Responsive support

Backed by support

Adopt Dynamics 365 AI workflows with expert product guidance and dedicated support throughout setup and rollout.

How to get started with an MCP Server for Dynamics 365

1

Download MCP Server

Install the self-hosted server and open the setup.

Download
2

Access your Dynamics 365

Use an existing DSN or create a custom Dynamics 365 connection.

3

Connect your AI tool

Integrate Claude, VS Code, Cursor, Codex, or another compatible MCP tool.

4

Ask in plain language

Begin querying your Dynamics 365 data in natural language through the MCP layer.

Devart MCP Server for Dynamics 365

Get started with MCP Server for Dynamics 365

Download and set up the free, self-hosted MCP Server to securely connect your AI tools to Dynamics 365 and start asking questions in plain language.

Download for free

Who benefits from Devart MCP Server for Dynamics 365?

Technical teams

Dynamics 365 admins, developers, architects, and data engineers who need to explore entities, fields, relationships, and records without building against the API for every request. They can use natural-language queries to investigate the data model, inspect entity structures and relationships, retrieve relevant records, validate data, and get the context they need when developing, troubleshooting, or maintaining Dynamics 365 solutions.

Business teams

Sales, RevOps, customer service, finance, and operations teams that need answers from Dynamics 365 in plain language, without waiting on reports or exports.

AI and automation teams

Teams building copilots, agent workflows, and internal assistants that need secure, governed access to live Dynamics 365 data as part of automated workflows.

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Frequently asked questions

What is MCP Server for Dynamics 365?

MCP Server for Dynamics 365 adds Dynamics 365 data to AI-powered conversations and workflows through the Model Context Protocol (MCP). Users can ask about customers, sales activity, service cases, and other available business information while MCP Server handles access to the configured Dynamics 365 connection.

How does MCP Server connect AI to Dynamics 365?

An MCP-compatible client invokes tools exposed by the server when it needs Dynamics 365 information. MCP Server uses Devart ODBC Driver for Dynamics 365 to retrieve the relevant entities, fields, and records and sends the resulting information back through MCP for the AI client to use.

Can AI query live Dynamics 365 data through MCP?

Yes. Questions can be answered from records available in the connected Dynamics 365 environment, such as accounts, contacts, opportunities, cases, and activities. Users can investigate current business information directly instead of first moving it into a separate dataset.

Is MCP Server for Dynamics 365 secure?

You host MCP Server and choose the Dynamics 365 connection available to it. Access granted through that connection continues to apply when AI tools request data, so the information they can retrieve is bounded by the permissions configured for Dynamics 365.

Is MCP Server for Dynamics 365 free?

Yes. There is no license fee, activation step, or expiration period for MCP Server for Dynamics 365. Devart ODBC Driver for Dynamics 365 is licensed independently, provides the required connectivity, and is available with a 30-day trial.

What can AI assistants do with Dynamics 365 through MCP?

AI assistants can find business records, summarize account activity, examine opportunities by selected criteria, investigate customer service cases, review related activities, and answer questions that combine information available from different areas of Dynamics 365.

Do I need to write API calls or OData queries to use Dynamics 365 through MCP?

No. MCP gives AI clients a ready-made interface for requesting Dynamics 365 information. Devart ODBC Driver for Dynamics 365 takes care of communication with the data source, so individual AI workflows do not require their own OData or API implementation.

Can AI explore relationships between Dynamics 365 records?

Yes. A question can incorporate information from connected records when those relationships are available through the configured connection. For example, AI can use an account together with its contacts, activities, opportunities, or cases to build a broader view of the requested business context.

Can AI work across Sales, Customer Service, and other Dynamics 365 modules?

Yes, subject to the data and permissions available through the connection. This can include information from Sales and Customer Service, allowing questions to cross application areas when the required entities are accessible.

Which AI tools work with MCP Server for Dynamics 365?

Claude, Visual Studio Code, Cursor, Codex, Windsurf, Cline, and Zed are examples of clients that can use MCP Server for Dynamics 365. Because the connection is exposed through MCP, it can also serve other MCP-capable AI clients without requiring a Dynamics 365 integration specific to each one.