Dynamics 365 MCP Server for ChatGPT, Claude and Grok
Work with Dynamics 365 from the AI assistant your team already uses. The Noca MCP Server lets ChatGPT, Claude and Grok read Dynamics 365 data, run Dynamics 365 workflows and generate documents, with the permissions and approvals you set.
Connect Dynamics 365 to AI Without Building an Integration
Noca already connects to Dynamics 365. Turn on the Noca MCP Server and that connection becomes available in ChatGPT, Claude, Grok and any MCP-compatible assistant.
Changes run through Noca flows you publish, so every update to Dynamics 365 follows your rules, uses your own credentials and is logged.
What You Can Do With
Dynamics 365 Through MCP
Read Dynamics 365 Data Directly
query_records reads Dynamics 365 records such as accounts, contacts, opportunities and cases straight from Dynamics 365, without building a flow.
Run Dynamics 365 Workflows
run_flow starts published flows that create and update Dynamics 365 records, together with steps in 60+ other systems.
Generate Documents From Dynamics 365
Fill your Word and PDF templates with Dynamics 365 data and send them for signature.
Build Dynamics 365 Automations in the Chat
With Builder permissions, the assistant can create flows with Dynamics 365 steps, choose the connection and test them.
Your Credentials, Your Rules
Noca uses your own Dynamics 365 connection. Turn on only the permission groups you need.
Approvals and Logs
Set each tool to Always allow, Needs approval or Blocked, and review every run in Noca logs.
Example: Dynamics 365 From Your AI Assistant
Ask: “Which open opportunities for Contoso are over $50,000?” Noca reads them from Dynamics 365 and answers in the chat. Then ask it to generate the proposal for the largest one, and Noca runs your document flow.
Dynamics 365 Processes You Can
Run From the Chat
Teams use the Noca MCP Server to work with Dynamics 365 without switching screens.
Opportunities and quotes.
Generate quotes and contracts from Dynamics 365 opportunities.
Case handling.
Look up cases and send follow-ups from the chat.
Leads from forms.
Create leads from Noca forms and route them.
CRM to ERP.
Create orders in your ERP from won opportunities.
Automations.
Build and test Dynamics 365 flows from your assistant.
Bring Dynamics 365 Into ChatGPT, Claude and Grok
Frequently Asked Questions
What is a Dynamics 365 MCP server?
It lets AI assistants such as ChatGPT, Claude and Grok work with Dynamics 365 through the Model Context Protocol. With Noca, the MCP server also runs your business processes around Dynamics 365, not just single API calls.
How do I connect Dynamics 365 to ChatGPT or Claude?
Connect Dynamics 365 in Noca, turn on the Noca MCP Server, copy its private URL and add it as a custom connector or MCP server in your assistant.
Can the assistant read Dynamics 365 data?
Yes. query_records reads Dynamics 365 records directly, read-only, and Noca flows can return any data the Dynamics 365 connection can access.
Can the assistant update Dynamics 365?
Yes, when the Data write group is on. Updates run through your published Noca flows, so they follow the same rules as any other run.
Can I generate documents from Dynamics 365 data?
Yes. Document flows fill your Word or PDF templates with Dynamics 365 data and can send them for e-signature.
Does it work with Microsoft Copilot?
The Noca MCP Server works with any MCP-compatible assistant. Check your Copilot setup for custom MCP server support.
Is it secure to connect an AI assistant to my business systems?
Noca gives assistants only the permission groups you turn on (Builder, Data read, Data write, Admin), you can set every tool to Always allow, Needs approval or Blocked, and every action runs under the TRAPS framework: Trusted, Responsible, Auditable, Private and Secure.
Is there a free plan?
Yes. Noca has a free plan, so you can enable the MCP Server and try it with your own assistant before upgrading.
Which assistants are supported?
ChatGPT, Claude, Grok and any MCP-compatible assistant.
Do I need developers?
No. The Dynamics 365 connection, the MCP Server and the flows are set up in Noca without code.