Claude Desktop connects to Microsoft Dynamics 365 through the CData MCP Server for Microsoft Dynamics 365 using the Model Context Protocol (MCP).

When you launch Claude, it automatically detects MCP connections registered during setup. These connections are created and saved using the MCP Configuration Tool, which is installed with the MCP Server.

Each saved connection is recognized by Claude and can be referenced by name when asking questions.

Installing Claude

Claude Desktop is a standalone application that enables natural language querying across supported data sources using the Model Context Protocol (MCP).

To connect to Microsoft Dynamics 365 via MCP, you first need to install the Claude Desktop application.

You can download the latest version from the official Claude Download Page.

After installing Claude Desktop, you can configure your MCP connection using the CData MCP Driver for Microsoft Dynamics 365.

How Claude Uses the Server

When you ask Claude a question, it launches the corresponding MCP Server connection, reads the available tool descriptions provided by the connector, and generates a secure query in the background.

There is no need to write SQL or teach Claude how to query your data. Each tool is self-describing, and Claude consumes those descriptions to determine how to retrieve the right information.

Example Prompts

After setup, you can ask Claude natural-language questions like:

• "What are my top 10 open opportunities by estimated revenue?"
• "Which sales reps have closed the most deals this quarter?"
• "List all opportunities that are expected to close this month."
• "Show me the pipeline value by sales stage for the current fiscal year."
• "How many opportunities have been lost in the last 90 days and why?"
• "Which accounts have not been contacted in the last 60 days?"
• "List all accounts with more than 5 active opportunities."
• "Show the top 10 customers by total revenue in the past year."
• "Which marketing campaigns generated the most leads this quarter?"
• "How many new leads were created last week?"

Claude securely executes the query using the MCP Server and responds using the live results from Microsoft Dynamics 365.