Use /crm with a coding agent

Once you've installed the skill, a skill-aware agent (Claude Code, Copilot CLI) can drive Dynamics 365 for you in plain language.

How it triggers

The skill activates when your request mentions Dynamics 365, D365 CE, Dataverse, the Web API, FetchXML, or on-prem CRM. The agent then runs crm commands with --json and reads the structured output — no copy-pasting GUIDs.

What it looks like

You:  List the top 5 accounts by name from my D365 org.

Agent:  Running: crm query account --top 5 --select name --orderby name --json
        Here are the 5 accounts:
          1. Adventure Works
          2. Coho Vineyard
          3. Contoso Ltd
          4. Fabrikam, Inc.
          5. Northwind Traders

You:  Create a new account called "Tailspin Toys".

Agent:  Running: crm entity create account --data '{"name":"Tailspin Toys"}' --json
        Created account Tailspin Toys (id 8a1c…).

Why --json

Every crm command emits a structured envelope under --json, so the agent reads results deterministically instead of scraping human text. Use --dry-run to have the agent preview a mutation before it runs.

Prerequisites: a working profile (the agent uses your active connection) and the installed skill.