CRM
Microsoft Dynamics 365 Sales MCP Server
Published by Microsoft
Official Dynamics 365 Sales MCP server — the platform under Dynamics-based advisor CRMs such as Tamarac CRM and Salentica.
Remote
OAuth
Official
What this server supplies
Fields this server can cover in the valuation checklist, and the methods each one drives.
Client households
Drives: Client Value
Client retention score (0-100)
Drives: Quality multiplier
What you approve
- 1.Your Microsoft admin enables the Dynamics 365 Sales MCP server for the environment.
- 2.Approve the OAuth consent with a role that reads all accounts and contacts.
How your agent connects it
- 1.Add the Dynamics MCP server to your assistant and select the correct environment.
- 2.Ask the agent for active client records and retention over the last four quarters.
Figures, not records
Your agent reads Microsoft Dynamics 365 Sales MCP Server directly and passes only the figures the valuation needs. Those numbers are stored on your practice record alongside their provenance and the calculated outputs. The statements, exports, position data and CRM records behind them stay in your platforms, and ValuationMCP never holds your platform credentials. See the Privacy Policy.
Server details, tier and auth mode sourced from the WealthMCP directory.