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CRM

Microsoft Dynamics 365 Sales

Microsoft Dynamics 365 Sales, made by Microsoft, is listed here as a CRM.

Dynamics 365 Sales is Microsoft's sales management app; it runs on Microsoft Dataverse as a Power Apps model-driven app, so it is shaped and extended with Power Apps. Salespeople work in the Sales Hub app with accounts, contacts, leads and opportunities, following a staged sales process from lead to order, and can also run marketing lists and campaigns and follow the service cases tied to an account. It comes in tiers: Sales Professional with a smaller set of record types, Sales Enterprise, Sales Premium with predictive lead and opportunity scoring and the sales accelerator, and Relationship Sales, which adds LinkedIn Sales Navigator.

What these workflow templates do

Every workflow template below works from an export from a CRM and changes nothing in it.

Workflows for CRMs

No workflow template names Microsoft Dynamics 365 Sales yet. The templates below are not written for Microsoft Dynamics 365 Sales by name; each is written for a CRM.

  • Cancellation request response Workflow template

    Works from an export from a CRM.

    Can see: one account row: plan, fee, users, start date, billing. Can change: nothing.

  • Churn risk and save plan Workflow template

    Works from an export from a CRM.

    Can see: leaver list with plan, dates, annual value and reason. Can change: nothing.

  • Competitor battlecard Workflow template

    Works from an export from a CRM.

    Can see: export of closed deals that name the competitor. Can change: nothing.

  • CRM field ownership map Workflow template

    Works from an export from a CRM.

    Can see: field schema exports and sample records from the CRM. Can change: nothing.

  • Deal close plan Workflow template

    Works from an export from a CRM.

    Can see: the deal record: stage, amount, close date, next step. Can change: nothing.

  • Expansion whitespace review Workflow template

    Works from an export from a CRM.

    Can see: what each account holds, where, quantity against limit. Can change: nothing.

  • Household record differences Workflow template

    Works from an export from a CRM.

    Can see: contacts by household and account links. Can change: nothing.

  • Offer review Workflow template

    Works from an export from a CRM.

    Can see: buyers' objections, with where and when they were raised. Can change: nothing.

  • Record sharing access matrix Workflow template

    Works from an export from a CRM.

    Can see: sharing setup by record type and role. Can change: nothing.

  • Renewal risk review Workflow template

    Works from an export from a CRM.

    Can see: contract list: accounts, owners, contract end, notice date, renewal terms, annual value. Can change: nothing.

  • Sales pipeline review Workflow template

    Works from an export from a CRM.

    Can see: open and recently closed deals with stage, amount, dates and next step. Can change: nothing.

  • Stalled-deal review Workflow template

    Works from an export from a CRM.

    Can see: deal export from sales system. Can change: nothing.

  • Win-loss review Workflow template

    Works from an export from a CRM.

    Can see: closed-deal export. Can change: nothing.

Teams that run these workflow templates:

How it connects

Each connector below is one we know of, with who publishes it, where and when we found it, and its trust level.

Published by its maker

  • Connector from the maker of Microsoft Dynamics 365 Sales

    A connector an AI assistant can use.

    Published by Microsoft, as the maker's own page states.

    Found in the maker's own documentation on 12 November 2026. Last checked on 12 November 2026.

    ListedFound in a named public source on a stated date. We have not reviewed or used it.

  • Programming interface from the maker of Microsoft Dynamics 365 Sales

    A programming interface for software developers.

    Published by Microsoft, as the maker's own page states.

    Found in the maker's own documentation on 12 November 2026. Last checked on 12 November 2026.

    ListedFound in a named public source on a stated date. We have not reviewed or used it.

What setup takes, and who approves it

Connecting a workflow to Microsoft Dynamics 365 Sales is agreed when the work is scoped: a person who looks after Microsoft Dynamics 365 Sales at your company approves how the workflow signs in and what it may see and change.

No time is promised here. Where no connector exists, the workflow works from an export.

What was checked, and when

  • The maker's own pages: not read yet.
  • The workflow templates above: each link was read from the template's own text and reviewed, most recently on 12 November 2026.

How we list systems and connectors

Next step

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Technical details

  • Dynamics 365 Sales MCP server · MCP serverFound in the maker's own documentationMicrosoft's Learn documentation describes a Dynamics 365 Sales MCP server that gives AI agents and assistants sales-specific tools.The maker’s page
  • Microsoft Dataverse Web API · Public APIFound in the maker's own documentationMicrosoft's Dataverse documentation describes a Web API for working with Dataverse table and column data, built on the OData 4.0 standard.The maker’s page