TICKETIQ

Connect Microsoft Dynamics 365

Reach every Dynamics 365 product, either through Liyagent's managed connectors on Microsoft's own APIs or through Microsoft's hosted MCP servers, as the signed-in person.

After reading this page you will be able to:
  • Pick the route for each Dynamics 365 product
  • Register the Entra app and the OAuth provider for a route
  • Add a managed Dynamics 365 connector or one of Microsoft's hosted MCP servers
  • Match vendor invoices with Liya Finance on Finance or Business Central

Liya reaches every Dynamics 365 product in one of two ways. Both act as the person who connected, with that person's Dynamics 365 security roles, so an agent can see and change only what that person could. The two ERP connectors can also act as an Entra app.

Managed connectorsMicrosoft's hosted MCP servers
In LiyagentThe Dynamics 365, Dynamics 365 Business Central and Dynamics 365 Finance and Operations cards, run by LiyagentThe Dataverse MCP, ERP MCP, ERP Analytics MCP, Business Central MCP, Sales MCP and Customer Service MCP cards: remote servers that Microsoft runs
CallsThe Dataverse Web API, Business Central's API v2.0, and the finance and operations OData endpointMicrosoft's MCP endpoints
ToolsA fixed set, listed below, including Liya Finance's invoice matchingWhatever tools Microsoft publishes on that server
CostYour environment's usual API limitsMicrosoft bills tool calls from clients other than Copilot Studio (see each server's limits)

Type dynamics in the MCP catalogue's search box to list every route together. Each card shows which products it covers.

Which route for which product

ProductManaged connectorHosted MCP server
SalesDynamics 365 (Dataverse), product salesDataverse MCP, or Sales MCP
Customer ServiceDynamics 365, product customer-serviceDataverse MCP, or Customer Service MCP
Field ServiceDynamics 365, product field-serviceDataverse MCP
Contact CenterDynamics 365, product contact-centerDataverse MCP
Customer InsightsDynamics 365, product customer-insightsDataverse MCP
FinanceDynamics 365 Finance and Operations (OData), or Dynamics 365 with product finance (Dataverse virtual tables)ERP MCP, plus ERP Analytics MCP (preview) for analytics
Supply Chain ManagementDynamics 365 Finance and OperationsERP MCP, plus ERP Analytics MCP (preview)
CommerceDynamics 365 Finance and OperationsERP MCP
Project Operations (ERP-based)Dynamics 365 Finance and OperationsERP MCP
Human ResourcesDynamics 365 Finance and OperationsERP MCP
Business CentralDynamics 365 Business Central (API v2.0)Business Central MCP

Liya Finance matches invoices on three managed connectors: Dynamics 365 Finance and Operations, Dynamics 365 reading Finance's virtual tables, and Dynamics 365 Business Central. The hosted servers give agents Microsoft's own tools, but Liya Finance's matching does not run on them.

Prerequisites

  • The admin or owner role in Liyagent.
  • TICKETIQ_PUBLIC_BASE_URL set, so Microsoft can send people back to Liyagent after they sign in.
  • A Microsoft Entra app registration in your tenant, with this instance's callback URL as a Web redirect URI. The callback URL is shown as Callback URL to register at the provider on Integrations setup.

1. Register the sign-in (admin)

A Microsoft token is issued for one resource. Each Dynamics resource is therefore its own OAuth provider in Liyagent, but one Entra app registration can serve all of them.

  1. In the Entra admin center, open the app registration's API permissions and add the delegated permission each route needs. Then grant admin consent.
    RouteAPIDelegated permission
    Dynamics 365 (Dataverse), Dataverse MCPDynamics CRMuser_impersonation, plus mcp.tools for the Dataverse MCP server
    Dynamics 365 Finance and Operations, ERP MCPMicrosoft Dynamics ERPThe permissions your agents need
    Business Central, Business Central MCPDynamics 365 Business CentralFinancials.ReadWrite.All
    Customer Service MCPAgent 365 tooling gatewayMcpServers.D365Service.All
  2. In Liyagent, open Integrations setup, choose Add provider and pick the matching entry from the catalogue's CRM or ERP and finance chips:
    Catalogue entryAsks forYou fill in
    Dynamics 365 (Dataverse) (dynamics-dataverse)https://<org>.crm.dynamics.com/.default, offline_accessTenant, Dataverse host
    Dynamics 365 finance and operations (dynamics-erp)https://<environment>.operations.dynamics.com/.default, offline_accessTenant, environment host
    Dynamics 365 Business Central (dynamics-business-central)https://api.businesscentral.dynamics.com/.default, offline_accessTenant
    Dynamics 365 Sales MCP, Customer Service MCP, ERP Analytics MCPhttps://agent365.svc.cloud.microsoft/mcp/environments/<id>/servers/<server>/.default, offline_accessTenant, Power Platform environment ID

    The scopes fill in as you type the host or ID.

  3. Enter the app's client ID and secret, then save. Keep the entry's id as the provider name: each card expects that name.

Each person then connects their own account on Connections. See Connections.

2. Add a managed connector

Dynamics 365 (Dataverse): Sales, Customer Service, Field Service, Contact Center, Customer Insights

  1. Open MCP servers, choose Add MCP server and pick Dynamics 365.
  2. Enter the environment URL, for example https://contoso.crm.dynamics.com.
  3. Optionally choose the product. This labels the server, and list_entity_sets then suggests that app's standard tables, but only the ones your environment has. The tools are the same for every product.
  4. Choose the dynamics-dataverse connection and save.
ToolWhat it does
list_entity_setsThe environment's tables, and the product's suggested ones.
query_recordsQueries a table with OData options.
get_recordOne record by table and id.
create_recordCreates a record.
update_recordUpdates fields on a record.
match_vendor_invoice, list_invoice_variances, hold_vendor_invoiceLiya Finance on Dynamics 365 Finance, through its Dataverse virtual tables. See Finance agents.

Dynamics 365 Business Central

  1. Pick Dynamics 365 Business Central.
  2. Enter the tenant (the Directory ID or primary domain) and the environment name, for example production. Both are part of every Business Central API URL.
  3. Optionally enter a default company id. Without one, agents call list_companies first.
  4. Choose the auth:
    • User OAuth with the dynamics-business-central connection, which acts as each person.
    • App (client credentials), which acts as the app. The app needs the API.ReadWrite.All application permission, admin consent, and an entry on Business Central's Microsoft Entra Applications page.
ToolWhat it does
list_companiesThe environment's companies and their ids.
list_vendors, list_customers, list_itemsMaster data, with OData options.
list_purchase_orders, list_purchase_invoices, list_sales_orders, list_sales_invoicesDocuments. Expand the lines with expand.
list_records, get_recordAny of the API v2.0 entity sets this connector reads.
match_purchase_invoiceMatches a purchase invoice to its purchase order line by line. Read only.
list_invoice_variancesLists the unpaid invoices (Draft, In Review, Open) that differ beyond tolerance. Read only.
block_vendor_paymentsBlocks payments to a vendor. Held for approval.

[!IMPORTANT] Business Central's API v2.0 has no per-invoice hold: the purchase invoice resource has no on-hold property. The closest write is block_vendor_payments, which sets the vendor's Blocked field to Payment. That blocks every payment to that vendor, not just one invoice. It never loosens an existing block. A draft invoice is held simply by not posting it.

Dynamics 365 Finance and Operations: Finance, Supply Chain Management, Commerce, Project Operations, Human Resources

  1. Pick Dynamics 365 Finance and Operations.
  2. Enter the environment URL, for example https://contoso.operations.dynamics.com.
  3. Optionally enter a default company (legal entity, dataAreaId). Without one, reads span every legal entity (cross-company=true).
  4. Choose the auth:
    • User OAuth with the dynamics-erp connection.
    • App (client credentials) with the tenant. Register the app in finance and operations under System administration > Setup > Microsoft Entra applications, mapped to a user whose roles it acts with.
ToolWhat it does
list_entitiesThe data entities the environment publishes.
query_entityQueries an entity with OData options.
get_recordOne record by its key fields and legal entity.
match_vendor_invoiceMatches a pending vendor invoice to its purchase order line by line, with prices per price unit. Read only.
list_invoice_variancesLists the pending vendor invoices that differ beyond tolerance. Read only.
hold_vendor_invoiceSets IsOnHold on the pending invoice header. Held for approval.

Which calls need approval

The tools in bold are writes. block_vendor_payments and hold_vendor_invoice always wait for a person's approval, even on a server whose Agent writes allows writes. Only an override for that one tool changes this. None of the tools pays, posts, approves or releases anything.

3. Add one of Microsoft's hosted MCP servers

  1. Make sure your administrator has turned the server on for your client. Each server has its own steps:
    CardEndpointWhat to turn on
    Dataverse MCP (Dynamics 365)https://<org>.crm.dynamics.com/api/mcpPower Platform admin center → environment → Settings › Product › Features › Dataverse Model Context Protocol: allow MCP clients, then add your app's client ID under Advanced settings with Is Enabled set to Yes.
    Dynamics 365 ERP MCPhttps://<environment>.operations.dynamics.com/mcpVersion 10.0.47, 10.0.46 PQU-2 or 10.0.45 PQU-7. The Dynamics 365 ERP Model Context Protocol server feature, which is on by default. Then add your app's client ID on Allowed MCP clients with Allowed checked. Needs a Tier 2+ or unified developer environment.
    Dynamics 365 ERP Analytics MCP (preview)https://agent365.svc.cloud.microsoft/mcp/environments/<environment-id>/servers/msdyn_ERPAnalyticsMCPServerBusiness performance analytics 2.4.3224+ on finance and operations 10.0.38+.
    Business Central MCPhttps://mcp.businesscentral.dynamics.comPage 8350, Model Context Protocol (MCP) Server Configurations (the MCP - Admin permission set). The default configuration is read-only until an admin turns on Unblock Edit Tools.
    Dynamics 365 Sales MCPhttps://agent365.svc.cloud.microsoft/mcp/environments/<environment-id>/servers/msdyn_SalesMCPServerThe Sales MCP server, per Microsoft's setup page.
    Dynamics 365 Customer Service MCPhttps://agent365.svc.cloud.microsoft/mcp/environments/<environment-id>/servers/mcp_D365CX_ServiceThe Customer Service MCP server, per Microsoft's setup page.
  2. Open MCP servers, choose Add MCP server and pick the card. Replace the placeholders in the URL with your environment's values.
  3. For Business Central MCP, fill in the fixed headers: TenantId, EnvironmentName and Company, plus ConfigurationName to use a configuration other than the default. Headers are plain text kept with the server, never a credential. A value that is not ASCII goes in Business Central's =?base64?<value>?= form. Without the headers, an agent asks the server for its environments and companies first.
  4. The card already names its connection. Choose Save server.

These are remote servers, so their tools are pinned when first seen. A tool whose MCP annotations mark it as read-only runs. Any other annotated tool goes by the server's Agent writes setting, which starts at Require approval.

Limits

  • Business Central API v2.0: at most 20,000 rows a page, and 6,000 requests per user every 5 minutes, with 5 at once. An operation times out after 8 minutes.
  • Finance and operations OData: at most 10,000 rows a page, and $expand only one level deep. The V2 purchase order line entity carries no received quantity, so the match is two-way: billed against ordered.
  • Dataverse MCP: from December 15, 2025, Microsoft bills tool calls from agents built outside Copilot Studio. Users with Dynamics 365 Premium licenses or a Microsoft 365 Copilot license are not charged for Dynamics 365 data. The allowed-clients list applies only to /api/mcp.
  • ERP MCP: 0.1 Copilot Credits per tool call from clients other than Copilot Studio. Finance Premium and SCM Premium users are exempt. English (en-us) only, and unavailable while the environment is being serviced. The older static ERP MCP server retired on October 1, 2026.
  • ERP Analytics MCP (preview): a 120-second query timeout and about 10 MB per query. Microsoft says clients other than its own might not work during the preview.
  • Business Central MCP: Streamable HTTP only. Entra has no dynamic client registration, so you register your own app.

What was checked, and what wasn't

The managed connectors follow Microsoft's API references and have not been run against a live Dynamics 365 environment. Check these against yours:

  • Finance and operations: VendorInvoiceHeaders is the documented public collection name. VendorInvoiceLines, PurchaseOrderHeadersV2 and PurchaseOrderLinesV2 follow the platform's naming, but no Microsoft page confirms them. The field names come from the entities' Common Data Model schemas. Check them against /data/$metadata, and override any with finance_fields on the server.
  • Finance and operations hold: hold_vendor_invoice sets IsOnHold to Yes, and assumes the entity's key is dataAreaId with HeaderReference.
  • Scope strings: Microsoft documents the resources and permission names. The /.default scope strings used for Dataverse, finance and operations, Sales MCP and ERP Analytics MCP follow the Microsoft identity platform's convention. Microsoft gives the exact scope string only for Business Central and Customer Service MCP.
  • Dataverse product tables: the suggested tables are each app's standard ones. list_entity_sets offers only the ones your environment has.
  • Agent 365 gateway (Sales, Customer Service, ERP Analytics): Microsoft names the clients it supports for each server. Microsoft's Sales page says Claude Desktop isn't supported yet.

Sources

Next steps