Manage accounts in Microsoft Dynamics CRM via AI agent

This automation template enables natural language-based management of account records in Microsoft Dynamics CRM through an AI agent. The integration uses MCP Server as an AI tool and is processed via n8n. Designed for teams embedding AI assistants into enterprise CRM workflows.

## Who it´s for
- Developers integrating CRM with AI assistants
- Microsoft Dynamics CRM system administrators
- Corporate business process automation teams


## What the automation does
- Receives natural language commands from an AI agent via MCP Server
- Identifies the required CRUD operation: create, read, update, or delete
- Executes the operation using Microsoft Dynamics CRM API
- Returns structured data back to the AI system for user-facing responses
- Enables seamless interaction between AI agents and CRM data

## What´s included
- Ready-to-use n8n workflow
- Trigger and handler logic for MCP Server requests
- Integrations with Microsoft Dynamics CRM API and LangChain
- Basic textual guide for setup and adaptation

## Requirements for setup
- n8n instance with workflow editing access
- Microsoft Dynamics CRM instance with API access and credentials
- Configured MCP Server capable of routing requests to n8n
- API keys and environment variables for authentication

## Benefits and outcomes
- Faster CRM data handling without manual input
- Reduced workload for sales and support teams
- Natural language interface for managing customer accounts
- Improved accuracy through automated command processing
- Scalable solution for enterprise AI-CRM integration

## Important: template only
Important: you are purchasing a ready-made automation workflow template only. Rollout into your infrastructure, connecting specific accounts and services, 1:1 setup help, custom adjustments for non-standard stacks and any consulting support are provided as a separate paid service at an individual rate. To discuss custom work or 1:1 help, contact via Telegram: @gleb923.