Documentation

Dynamics CRM Agent

The Dynamics CRM Agent is a specialized component that integrates with Microsoft Dynamics 365 CRM to provide natural language interactions with your CRM data.

Dynamics CRM Agent Component

Dynamics CRM Agent interface and configuration options

Configuration Parameters

Required Parameters

  • Language Model: The AI model for processing
  • Client ID: Azure AD application ID
  • Client Secret: Azure AD client secret
  • Resource: Dynamics 365 instance URL
  • Instruction Template: Agent instruction format
  • Max Input Size: Maximum request size

Output Format

{
  "results": [
    {
      "id": string,
      "type": string,
      "attributes": object,
      "relationships": object,
      "metadata": {
        "createdOn": string,
        "modifiedOn": string
      }
    }
  ]
}

Example Usage

const dynamicsCRMAgent = new DynamicsCRMAgent({
  languageModel: "gpt-4",
  clientId: "YOUR_CLIENT_ID",
  clientSecret: "YOUR_CLIENT_SECRET",
  resource: "https://your-org.crm.dynamics.com",
  instructionTemplate: "Process the following Dynamics request: {input}",
  maxInputSize: 4096
});

const result = await dynamicsCRMAgent.process({
  input: "Show me all active opportunities"
});

Best Practices

  • Implement secure credential storage
  • Use appropriate authentication flows
  • Handle API throttling
  • Implement error handling
  • Monitor API usage