Claude Desktop connects to Microsoft Dynamics CRM through the CData MCP Server for Microsoft Dynamics CRM 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 CRM 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 CRM.

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:

• "List all leads created this month along with their source campaign."
• "Which sales reps have the highest number of active opportunities?"
• "Show me all opportunities expected to close next quarter."
• "What is the total value of all opportunities in the pipeline by stage?"
• "How many deals were won versus lost in the last 90 days?"
• "List all accounts with no activity in the last 6 months."
• "Which contacts have interacted with support more than 5 times this year?"
• "Show all accounts with open cases and associated primary contacts."
• "Which email campaigns had the highest open and click-through rates?"
• "Which records were updated by Jane Doe in the past 7 days?"

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