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Dynamics 365 CRM
by
Diego Vieira
· GitHub ↗
· v1.0.0
· MIT-0
105
Downloads
0
Stars
0
Active Installs
1
Versions
Install in OpenClaw
/install openclaw-dynamics-365
Description
Create and update CRM records in Microsoft Dynamics 365 — Opportunities, Leads, Contacts, Accounts, and Tasks via Dataverse Web API with Azure AD OAuth 2.0.
Usage Guidance
This skill appears internally consistent and implements standard Azure AD OAuth + Dataverse API usage. Before installing: (1) verify the skill publisher/repository (registry metadata lists no homepage even though package.json points to a GitHub repo) so you trust where the code comes from; (2) create an Azure App Registration with minimal permissions (user_impersonation) and grant admin consent only if required; (3) store DYNAMICS365_CLIENT_SECRET securely (do not paste it into chat); (4) restrict the app registration's lifetime/permissions according to least privilege and rotate the secret periodically; (5) test in a non-production Dynamics environment first to confirm behavior and rate limits.
Capability Analysis
Type: OpenClaw Skill
Name: openclaw-dynamics-365
Version: 1.0.0
The skill bundle provides a legitimate integration for Microsoft Dynamics 365 CRM using the Dataverse Web API and Azure AD OAuth 2.0. The implementation in src/client.ts and src/oauth.ts follows official Microsoft documentation for entity management and authentication, with no evidence of malicious behavior, data exfiltration, or prompt injection. All network traffic is restricted to the user-provided instance URL and official Microsoft identity endpoints.
Capability Tags
Capability Assessment
Purpose & Capability
Name/description match the requested environment variables (Azure AD client ID/secret/tenant and instance URL). The client secret and instance URL are expected for a Dynamics 365 Dataverse integration. No unrelated credentials or system-level access are requested.
Instruction Scope
SKILL.md instructs the agent to perform OAuth authorization and to call the provided client methods that interact with the Dataverse Web API. It only references the declared env vars and the Dynamics instance and Microsoft's login endpoint; it does not instruct reading arbitrary files, other env vars, or sending data to unknown endpoints.
Install Mechanism
No install spec in the registry (instruction-only), and the package files included are a normal npm library layout. There are no downloads from arbitrary URLs or extract steps. package.json points to a GitHub repo and standard build/test steps.
Credentials
Required env vars (client id, client secret, tenant id, instance URL) are appropriate and minimal for OAuth + Dataverse calls. No extraneous secrets, unrelated service credentials, or unusual config-path access are requested.
Persistence & Privilege
always is false (not force-included). The skill does not request elevated persistent presence or modify other skills/config; it uses standard runtime OAuth flows and token refresh logic.
How to Use
- Make sure OpenClaw is installed (local or Docker)
- Run the install command in chat:
/install openclaw-dynamics-365 - After installation, invoke the skill by name or use
/openclaw-dynamics-365 - Provide required inputs per the skill's parameter spec and get structured output
Version History
v1.0.0
Initial release of openclaw-dynamics-365 skill
- Create and update Opportunities, Leads, Contacts, Accounts, and Tasks in Microsoft Dynamics 365 CRM using the Dataverse Web API.
- Supports intent recognition for common CRM actions based on user input.
- Maps user-provided fields to appropriate Dynamics 365 entities.
- Handles authentication via Azure AD OAuth 2.0, with support for token refresh.
- Provides clear success and error feedback with dynamic record linking.
- Includes environment variable configuration for secure connection setup.
Metadata
Frequently Asked Questions
What is Dynamics 365 CRM?
Create and update CRM records in Microsoft Dynamics 365 — Opportunities, Leads, Contacts, Accounts, and Tasks via Dataverse Web API with Azure AD OAuth 2.0. It is an AI Agent Skill for Claude Code / OpenClaw, with 105 downloads so far.
How do I install Dynamics 365 CRM?
Run "/install openclaw-dynamics-365" in the OpenClaw or Claude Code chat to install it in one step — no extra setup required.
Is Dynamics 365 CRM free?
Yes, Dynamics 365 CRM is completely free, licensed under MIT-0. You can download, install and use it at no cost.
Which platforms does Dynamics 365 CRM support?
Dynamics 365 CRM is cross-platform and runs anywhere OpenClaw / Claude Code is available (cross-platform).
Who created Dynamics 365 CRM?
It is built and maintained by Diego Vieira (@vieiradiego); the current version is v1.0.0.
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