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