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 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" });
Additional Resources
Best Practices
- Implement secure credential storage
- Use appropriate authentication flows
- Handle API throttling
- Implement error handling
- Monitor API usage