Dynamics 365

SKILL.md

---
name: dynamics-365-crm
description: Work with Microsoft Dynamics 365 CRM records, accounts, contacts, leads, opportunities, and activities - powered by ClawLink.
---

# Dynamics 365

Work with Dynamics 365 from chat - manage CRM records, accounts, contacts, leads, opportunities, and activities.

Powered by [ClawLink](https://claw-link.dev), an integration hub for OpenClaw that handles hosted connection flows and credentials so you don't need to configure Dynamics 365 API access yourself.

## Quick start

1. Install the verified ClawLink plugin: `openclaw plugins install clawhub:clawlink-plugin`
2. Start a fresh OpenClaw chat if the plugin was just installed and ClawLink tools are not visible yet
3. If ClawLink is not configured, call `clawlink_begin_pairing`
4. Tell the user to open the returned pairing URL, sign in to ClawLink if needed, and approve the device
5. After the user confirms approval, call `clawlink_get_pairing_status`
6. Tell the user to connect Dynamics 365 at [claw-link.dev/dashboard?add=dynamics-365](https://claw-link.dev/dashboard?add=dynamics-365)
7. When the user confirms Dynamics 365 is connected, call `clawlink_list_integrations` and then `clawlink_list_tools` with the `dynamics-365` integration slug

## Setup details

### Installing the plugin

If the ClawLink plugin is not installed yet, tell the user to run:

```
openclaw plugins install clawhub:clawlink-plugin
```

If the current chat started before the plugin was installed and ClawLink tools are still unavailable, tell the user to start a fresh chat so OpenClaw reloads the plugin tool catalog.

### Pairing ClawLink

If ClawLink reports that the plugin is not configured, the plugin has not been paired with the user's ClawLink account yet.

1. Call `clawlink_begin_pairing`.
2. Tell the user to open the returned pairing URL in their browser.
3. The user signs in to ClawLink if needed and approves the OpenClaw device.
4. After the user confirms approval, call `clawlink_get_pairing_status` to finish local setup.

The resulting device credential is stored locally in OpenClaw's plugin config and is only sent to `claw-link.dev`. The user should not paste raw credentials into chat.

### Connecting Dynamics 365

Tell the user to open https://claw-link.dev/dashboard?add=dynamics-365 and connect Dynamics 365 there. The page opens the add-connection panel filtered to Dynamics 365. ClawLink's hosted page runs the provider connection flow. When they confirm it is done, call `clawlink_list_integrations` to verify, then call `clawlink_list_tools` with integration `dynamics-365`.

## Using Dynamics 365 tools

ClawLink provides tools dynamically based on what the user has connected. You do not need to know tool names or schemas in advance.

### Discovery

1. Call `clawlink_list_integrations` to confirm Dynamics 365 is connected.
2. Call `clawlink_list_tools` with integration `dynamics-365`.
3. Treat the returned list as the source of truth. Do not guess or assume what tools exist.
4. If the user describes a capability but the exact tool is unclear, call `clawlink_search_tools` with a short query and integration `dynamics-365`.
5. If no Dynamics 365 tools appear, direct the user to https://claw-link.dev/dashboard?add=dynamics-365.

### Execution

1. Call `clawlink_describe_tool` before using an unfamiliar tool, before any write, or when the request is ambiguous.
2. Use the returned schema, `whenToUse`, `askBefore`, `safeDefaults`, `examples`, and `followups`.
3. Prefer read, list, search, and get operations before writes.
4. For writes or anything marked as requiring confirmation, call `clawlink_preview_tool` first, then confirm with the user.
5. Execute with `clawlink_call_tool`.
6. If it fails, report the real error. Do not invent results or restate the failure as a missing capability unless the live catalog supports that conclusion.

## What you can do

Typical Dynamics 365 tasks (actual availability depends on the user's connected account, permissions, scopes, and current ClawLink tool catalog):

- Search accounts, contacts, leads, and opportunities
- Inspect CRM record details
- Create or update records after confirmation
- Work with activities, tasks, and notes when available
- Run CRM queries supported by the live catalog

## Rules

- Always use ClawLink tools for Dynamics 365. Do not ask the user for separate Dynamics 365 credentials.
- Do not claim a capability is missing without checking the live ClawLink catalog in the current turn.
- Do not invent slash commands or ask the user to paste raw credentials.
- Ask for confirmation before destructive, external-facing, or bulk write actions.
- If Dynamics 365 is not connected, direct the user to https://claw-link.dev/dashboard?add=dynamics-365.
- Never echo or repeat the user's ClawLink credential.

## Resources

- ClawLink: https://claw-link.dev
- ClawLink Docs: https://docs.claw-link.dev/openclaw
- ClawLink Verification: https://claw-link.dev/verify
- ClawLink Source: https://github.com/hith3sh/clawlink
- Dynamics 365 API: https://learn.microsoft.com/en-us/dynamics365/