Microsoft Dynamics CRM

Customer relationship management software package developed by Microsoft.

Sales & CRM

Connect it

In Keystile Automations → Connections → New connection, choose Microsoft Dynamics CRM and sign in. Your AI tools and workflows then use it through Keystile; they never see the password or key.How connecting works.

Try it from your AI tool

Using Keystile, in Microsoft Dynamics CRM: delete record (Deletes an existing record).

What it can do (5 actions)

Action	What it does	Changes data
Create Record	Creates a new record.	Yes
Custom API Call	Make a custom API call to a specific endpoint	Yes
Delete Record	Deletes an existing record.
Get Record	Retrieves an existing record.
Update Record	Updates an existing record.	Yes

How Keystile protects it

Every Microsoft Dynamics CRM action is checked before it runs, whether it comes from an AI tool or a workflow. 3 of its actions change data; your rules, limits and budgets decide whether each is allowed, held for a person or stopped, and it all goes into the signed record.

Tip

Write rules about what an action means — for example "Deleting Microsoft Dynamics CRM records needs a person's approval" — rather than listing action names. Keystile Intelligence applies them to every action that fits.

Use Microsoft Dynamics CRM with your AI assistant — safelyClaude, Cursor or ChatGPT do the work; Keystile checks every action first.

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