dynamics-crm
The dynamics-crm skill enables AI agents to interact with Microsoft Dynamics 365 data, including accounts, contacts, leads, and opportunities, through the Membrane CLI.
Is dynamics-crm safe to install?
Review the source first: our audit of dynamics-crm's source files found 11 shell commands, 1 external URL, no file writes (high risk). Every command and URL listed appears verbatim in the skill's source. The skill executes shell commands via the Membrane CLI and performs network requests to Microsoft Dynamics 365 endpoints.
How we audit skills: our security review methodology.
Who is this skill for?
Developers and AI agents requiring integration with Microsoft Dynamics 365 for CRM and sales data management.
What can you do with it?
- Manage customer relationship data
- Query sales and marketing records
- Execute Dynamics 365 workflows
- Proxy direct API requests to Dynamics 365
How good is this skill?
Quality score: 5/10. The documentation provides clear CLI instructions and covers authentication, connection management, and API interaction patterns.
What does the skill file contain?
# Microsoft Dynamics 365 Microsoft Dynamics 365 is a suite of CRM and ERP applications used by businesses to manage customer relationships, sales, marketing, and operations. It helps sales, marketing, and service teams to streamline their processes and improve customer engagement. Think of it as a competitor to Salesforce. Official docs: https://learn.microsoft.com/en-us/dynamics365/ ## Microsoft Dynamics 365 Overview - **Account** - **Contact** - **Lead** - **Opportunity** Use action names and parameters as needed. ## Working with Microsoft Dynamics 365 This skill uses the Membrane CLI...
Frequently asked questions
How does the skill handle authentication?
Membrane manages authentication and credential refresh server-side. Users authenticate via the Membrane CLI using the login command.
What should I do if a connection is in the BUILDING state?
Poll the connection status using the membrane connection get command with the --wait flag until the state becomes READY.
Can I perform API requests not covered by pre-built actions?
Yes, use the membrane request command to send requests directly to the Dynamics 365 API through the Membrane proxy.
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