simstudioai · BillLeoutsakosvl346 · Aug 14, 2026 · Aug 14, 2026 · Aug 15, 2026
diff --git a/apps/docs/components/ui/icon-mapping.ts b/apps/docs/components/ui/icon-mapping.ts
@@ -429,6 +429,7 @@ export const blockTypeToIconMap: Record<string, IconComponent> = {
   memory: BrainIcon,
   microsoft_ad: AzureIcon,
   microsoft_dataverse: MicrosoftDataverseIcon,
+  microsoft_dynamics_365: MicrosoftDataverseIcon,
   microsoft_excel: MicrosoftExcelIcon,
   microsoft_excel_v2: MicrosoftExcelIcon,
   microsoft_planner: MicrosoftPlannerIcon,

diff --git a/apps/docs/content/docs/en/integrations/meta.json b/apps/docs/content/docs/en/integrations/meta.json
@@ -155,6 +155,7 @@
     "memory",
     "microsoft_ad",
     "microsoft_dataverse",
+    "microsoft_dynamics_365",
     "microsoft_excel",
     "microsoft_planner",
     "microsoft_teams",

diff --git a/apps/docs/content/docs/en/integrations/microsoft_dynamics_365.mdx b/apps/docs/content/docs/en/integrations/microsoft_dynamics_365.mdx
@@ -0,0 +1,239 @@
+---
+title: Microsoft Dynamics 365 CRM
+description: Manage customers, sales pipelines, and support cases in Dynamics 365 CRM
+---
+
+import { BlockInfoCard } from "@/components/ui/block-info-card"
+
+<BlockInfoCard
+  type="microsoft_dynamics_365"
+  color="#FFFFFF"
+/>
+
+{/* MANUAL-CONTENT-START:intro */}
+[Microsoft Dynamics 365 CRM](https://www.microsoft.com/en-us/dynamics-365) stores its sales and customer-service data in Microsoft Dataverse. This integration presents the standard CRM tables and lifecycle actions while keeping the generic Microsoft Dataverse integration available for custom tables and advanced operations.
+
+Two block operations intentionally reuse the new CRM tools under a simpler CRM label:
+
+- **List Owners** lists active users or owner-capable teams. The results are candidates; Dynamics security roles and table privileges still determine whether a particular user or team can own a record.
+- **Assign Record** updates the selected record's `ownerid@odata.bind` to an explicitly chosen user or team.
+
+Connect one credential per Dynamics environment. The credential is bound to that environment during Microsoft OAuth, and CRM requests refuse a different environment. This release supports public-cloud Dataverse hosts only.
+{/* MANUAL-CONTENT-END */}
+
+## Usage Instructions
+
+Manage standard Microsoft Dynamics 365 CRM records through the Dataverse Web API. List, search, create, retrieve, and update accounts, contacts, leads, opportunities, and cases; assign records to users or teams; qualify leads; close opportunities; and resolve cases. Connect a separate Microsoft credential for each environment from this Dynamics integration page or from its workflow block; existing generic Dataverse credentials remain unchanged and are not automatically rebound. This version supports public-cloud Dynamics environments; national clouds require separate OAuth authorities. Dataverse Search must be enabled for search, and lifecycle actions require the corresponding Dynamics 365 app, security role, and record privileges.
+
+
+
+## Actions
+
+### List Microsoft Dynamics 365 CRM Records
+
+Query and list records from a Microsoft Dataverse table. Supports OData query options for filtering, selecting columns, ordering, and pagination.
+
+#### Input
+
+| Parameter | Type | Required | Description |
+| --------- | ---- | -------- | ----------- |
+| `instanceUrl` | string | Yes | Trusted Dynamics 365 environment bound to the selected OAuth credential |
+| `environmentUrl` | string | Yes | Dataverse environment URL \(e.g., https://myorg.crm.dynamics.com\) |
+| `entitySetName` | string | Yes | Entity set name \(plural table name, e.g., accounts, contacts\) |
+| `select` | string | No | Comma-separated list of columns to return \(OData $select\) |
+| `filter` | string | No | OData $filter expression \(e.g., statecode eq 0\) |
+| `orderBy` | string | No | OData $orderby expression \(e.g., name asc, createdon desc\) |
+| `pageSize` | number | No | Maximum records in this page \(default and maximum: 100\) |
+| `expand` | string | No | Navigation properties to expand \(OData $expand\) |
+| `count` | string | No | Set to "true" to include total record count in response \(OData $count\) |
+| `nextLink` | string | No | Exact nextLink returned by a previous page of this operation |
+| `nextPageSize` | number | No | Exact nextPageSize returned alongside nextLink by the previous page |
+
+#### Output
+
+| Parameter | Type | Description |
+| --------- | ---- | ----------- |
+| `records` | array | Array of Dataverse records. Each record has dynamic columns based on the table schema. |
+| `count` | number | Number of records returned in the current page |
+| `totalCount` | number | Provider-reported matching-record count, which Dataverse may cap \(requires $count=true\) |
+| `totalCountLimitExceeded` | boolean | Whether Dataverse capped the provider-reported matching-record count |
+| `nextLink` | string | URL for the next page of results |
+| `nextPageSize` | number | Page size that must accompany nextLink on the continuation request |
+| `success` | boolean | Operation success status |
+
+### Get Microsoft Dynamics 365 CRM Record
+
+Retrieve a single record from a Microsoft Dataverse table by its ID. Supports $select and $expand OData query options.
+
+#### Input
+
+| Parameter | Type | Required | Description |
+| --------- | ---- | -------- | ----------- |
+| `instanceUrl` | string | Yes | Trusted Dynamics 365 environment bound to the selected OAuth credential |
+| `environmentUrl` | string | Yes | Dataverse environment URL \(e.g., https://myorg.crm.dynamics.com\) |
+| `entitySetName` | string | Yes | Entity set name \(plural table name, e.g., accounts, contacts\) |
+| `recordId` | string | Yes | The unique identifier \(GUID\) of the record to retrieve |
+| `select` | string | No | Comma-separated list of columns to return \(OData $select\) |
+| `expand` | string | No | Navigation properties to expand \(OData $expand\) |
+
+#### Output
+
+| Parameter | Type | Description |
+| --------- | ---- | ----------- |
+| `record` | object | Dataverse record object. Contains dynamic columns based on the queried table, plus OData metadata fields. |
+| `recordId` | string | The requested record ID |
+| `success` | boolean | Whether the record was retrieved successfully |
+
+### Create Microsoft Dynamics 365 CRM Record
+
+Create a new record in a Microsoft Dataverse table. Requires the entity set name (plural table name) and record data as a JSON object.
+
+#### Input
+
+| Parameter | Type | Required | Description |
+| --------- | ---- | -------- | ----------- |
+| `instanceUrl` | string | Yes | Trusted Dynamics 365 environment bound to the selected OAuth credential |
+| `environmentUrl` | string | Yes | Dataverse environment URL \(e.g., https://myorg.crm.dynamics.com\) |
+| `entitySetName` | string | Yes | Entity set name \(plural table name, e.g., accounts, contacts\) |
+| `data` | object | Yes | Record data as a JSON object with column names as keys |
+
+#### Output
+
+| Parameter | Type | Description |
+| --------- | ---- | ----------- |
+| `record` | object | Dataverse record object. Contains dynamic columns based on the queried table, plus OData metadata fields. |
+| `recordId` | string | The ID of the created record |
+| `success` | boolean | Whether the record was created successfully |
+
+### Update Microsoft Dynamics 365 CRM Record
+
+Update an existing record in a Microsoft Dataverse table. Only send the columns you want to change.
+
+#### Input
+
+| Parameter | Type | Required | Description |
+| --------- | ---- | -------- | ----------- |
+| `instanceUrl` | string | Yes | Trusted Dynamics 365 environment bound to the selected OAuth credential |
+| `environmentUrl` | string | Yes | Dataverse environment URL \(e.g., https://myorg.crm.dynamics.com\) |
+| `entitySetName` | string | Yes | Entity set name \(plural table name, e.g., accounts, contacts\) |
+| `recordId` | string | Yes | The unique identifier \(GUID\) of the record to update |
+| `data` | object | Yes | Record data to update as a JSON object with column names as keys |
+
+#### Output
+
+| Parameter | Type | Description |
+| --------- | ---- | ----------- |
+| `recordId` | string | The ID of the updated record |
+| `success` | boolean | Operation success status |
+
+### Search Microsoft Dynamics 365 CRM Records
+
+Perform a full-text relevance search across Microsoft Dataverse tables. Requires Dataverse Search to be enabled on the environment. Supports simple and Lucene query syntax.
+
+#### Input
+
+| Parameter | Type | Required | Description |
+| --------- | ---- | -------- | ----------- |
+| `instanceUrl` | string | Yes | Trusted Dynamics 365 environment bound to the selected OAuth credential |
+| `environmentUrl` | string | Yes | Dataverse environment URL \(e.g., https://myorg.crm.dynamics.com\) |
+| `searchTerm` | string | Yes | Search text \(1-100 chars\). Supports simple syntax: + \(AND\), \| \(OR\), - \(NOT\), * \(wildcard\), "exact phrase" |
+| `entities` | string | No | JSON array of search entity configs. Each object: \{"name":"account","selectColumns":\["name"\],"searchColumns":\["name"\],"filter":"statecode eq 0"\} |
+| `filter` | string | No | Global OData filter applied across all entities \(e.g., "createdon gt 2024-01-01"\) |
+| `facets` | string | No | JSON array of facet specifications \(e.g., \["entityname,count:100","ownerid,count:100"\]\) |
+| `top` | number | No | Maximum number of results \(default: 50, max: 100\) |
+| `skip` | number | No | Number of results to skip for pagination |
+| `orderBy` | string | No | JSON array of sort expressions \(e.g., \["createdon desc"\]\) |
+| `searchMode` | string | No | Search mode: "any" \(default, match any term\) or "all" \(match all terms\) |
+| `searchType` | string | No | Query type: "simple" \(default\) or "lucene" \(enables regex, fuzzy, proximity, boosting\) |
+
+#### Output
+
+| Parameter | Type | Description |
+| --------- | ---- | ----------- |
+| `results` | array | Array of search result objects |
+|   ↳ `Id` | string | Record GUID |
+|   ↳ `EntityName` | string | Table logical name \(e.g., account, contact\) |
+|   ↳ `ObjectTypeCode` | number | Entity type code |
+|   ↳ `Attributes` | object | Record attributes matching the search. Keys are column logical names. |
+|   ↳ `Highlights` | object | Highlighted search matches. Keys are column names, values are arrays of strings with \{crmhit\}/\{/crmhit\} markers. |
+|   ↳ `Score` | number | Relevance score for this result |
+| `totalCount` | number | Total number of matching records across all tables |
+| `count` | number | Number of results returned in this page |
+| `facets` | object | Facet results when facets were requested. Keys are facet names, values are arrays of facet value objects with count and value properties. |
+| `success` | boolean | Operation success status |
+
+### Qualify Microsoft Dynamics 365 Lead
+
+Qualify a Dynamics 365 Sales lead and optionally create linked account, contact, and opportunity records.
+
+#### Input
+
+| Parameter | Type | Required | Description |
+| --------- | ---- | -------- | ----------- |
+| `instanceUrl` | string | Yes | Trusted Dynamics 365 environment bound to the selected OAuth credential |
+| `environmentUrl` | string | Yes | Dynamics 365 environment URL \(e.g., https://myorg.crm.dynamics.com\) |
+| `leadId` | string | Yes | GUID of the lead to qualify |
+| `createAccount` | boolean | Yes | Whether to create an account from the lead |
+| `createContact` | boolean | Yes | Whether to create a contact from the lead |
+| `createOpportunity` | boolean | Yes | Whether to create an opportunity from the lead |
+| `statusReason` | number | No | Qualified lead status-reason value \(default: 3\) |
+| `opportunityCurrencyId` | string | No | Optional transaction currency GUID for the created opportunity |
+| `opportunityCustomerId` | string | No | Optional account or contact GUID for the created opportunity customer |
+| `opportunityCustomerType` | string | No | Customer table type for opportunityCustomerId: account or contact |
+| `sourceCampaignId` | string | No | Optional source campaign GUID for the created opportunity |
+| `processInstanceId` | string | No | Optional business process flow instance GUID for the created opportunity |
+| `processInstanceEntityType` | string | No | Logical table name for the business process flow instance |
+
+#### Output
+
+| Parameter | Type | Description |
+| --------- | ---- | ----------- |
+| `createdEntities` | array | Entity references returned by Dataverse for records created while qualifying the lead |
+| `success` | boolean | Whether the lead was qualified successfully |
+
+### Close Microsoft Dynamics 365 Opportunity
+
+Close a Dynamics 365 Sales opportunity as won or lost.
+
+#### Input
+
+| Parameter | Type | Required | Description |
+| --------- | ---- | -------- | ----------- |
+| `instanceUrl` | string | Yes | Trusted Dynamics 365 environment bound to the selected OAuth credential |
+| `environmentUrl` | string | Yes | Dynamics 365 environment URL \(e.g., https://myorg.crm.dynamics.com\) |
+| `opportunityId` | string | Yes | GUID of the opportunity to close |
+| `outcome` | string | Yes | Opportunity outcome: won or lost |
+| `subject` | string | No | Optional subject for the opportunity-close activity \(maximum 200 characters\) |
+| `description` | string | No | Optional description for the opportunity-close activity \(maximum 2,000 characters\) |
+| `statusReason` | number | No | Opportunity status-reason value \(defaults to 3 for won or 4 for lost\) |
+
+#### Output
+
+| Parameter | Type | Description |
+| --------- | ---- | ----------- |
+| `opportunityId` | string | GUID of the closed opportunity |
+| `outcome` | string | The applied opportunity outcome: won or lost |
+| `success` | boolean | Whether the opportunity was closed successfully |
+
+### Close Microsoft Dynamics 365 Case
+
+Resolve and close a Dynamics 365 Customer Service case.
+
+#### Input
+
+| Parameter | Type | Required | Description |
+| --------- | ---- | -------- | ----------- |
+| `instanceUrl` | string | Yes | Trusted Dynamics 365 environment bound to the selected OAuth credential |
+| `environmentUrl` | string | Yes | Dynamics 365 environment URL \(e.g., https://myorg.crm.dynamics.com\) |
+| `caseId` | string | Yes | GUID of the case to close |
+| `subject` | string | Yes | Subject for the case-resolution activity \(maximum 200 characters\) |
+| `description` | string | No | Optional description for the case-resolution activity \(maximum 100,000 characters\) |
+| `timeSpent` | number | No | Optional nonnegative number of minutes spent resolving the case |
+| `statusReason` | number | No | Resolved case status-reason value \(default: 5\) |
+
+#### Output
+
+| Parameter | Type | Description |
+| --------- | ---- | ----------- |
+| `caseId` | string | GUID of the closed case |
+| `success` | boolean | Whether the case was closed successfully |
diff --git a/apps/sim/app/workspace/[workspaceId]/components/connect-oauth-modal/connect-oauth-modal.tsx b/apps/sim/app/workspace/[workspaceId]/components/connect-oauth-modal/connect-oauth-modal.tsx
@@ -26,7 +26,15 @@ import {
   parseProvider,
 } from '@/lib/oauth'
 import { getScopeDescription, getServiceConfigByProviderId } from '@/lib/oauth/utils'
+import {
+  MicrosoftDataverseEnvironmentField,
+  useMicrosoftDataverseEnvironmentForm,
+} from '@/app/workspace/[workspaceId]/components/connect-oauth-modal/microsoft-dataverse-environment'
 import { useCreateCredentialDraft, useWorkspaceCredentials } from '@/hooks/queries/credentials'
+import {
+  assertMicrosoftDataverseWebOAuthAvailable,
+  useConnectMicrosoftDataverseOAuthService,
+} from '@/hooks/queries/oauth/microsoft-dataverse-connections'
 import { useConnectOAuthService } from '@/hooks/queries/oauth/oauth-connections'
 
 const logger = createLogger('ConnectOAuthModal')
@@ -84,6 +92,10 @@ interface ConnectOAuthModalBaseProps {
   /** Used to resolve display metadata and the provider id when not supplied directly. */
   provider?: OAuthProvider
   serviceId?: string
+  /** Enables the environment-bound Dynamics 365 OAuth flow. Legacy Dataverse callers omit it. */
+  requireDataverseEnvironment?: boolean
+  /** Locks an environment-bound connection to the workflow or credential's selected environment. */
+  dataverseEnvironmentUrl?: string
 }
 
 /**
@@ -156,6 +168,7 @@ export function ConnectOAuthModal(props: ConnectOAuthModalProps) {
 
   const [selectedProviderId, setSelectedProviderId] = useState<string | null>(null)
   const providerId = selectedProviderId ?? declaredProviderId
+  const requiredScopes = props.requiredScopes ?? EMPTY_SCOPES
 
   const [displayName, setDisplayName] = useState('')
   const [description, setDescription] = useState('')
@@ -180,6 +193,14 @@ export function ConnectOAuthModal(props: ConnectOAuthModalProps) {
   })
   const createDraft = useCreateCredentialDraft()
   const connectOAuthService = useConnectOAuthService()
+  const connectMicrosoftDataverseOAuthService = useConnectMicrosoftDataverseOAuthService()
+  const dataverseEnvironmentForm = useMicrosoftDataverseEnvironmentForm({
+    fallbackScopes: requiredScopes,
+    lockedEnvironmentUrl: props.dataverseEnvironmentUrl,
+    open,
+    providerId,
+    required: props.requireDataverseEnvironment === true,
+  })
 
   /**
    * Lowercased set of OAuth credential names already in the workspace. Drives
@@ -195,7 +216,6 @@ export function ConnectOAuthModal(props: ConnectOAuthModalProps) {
     [credentials]
   )
 
-  const requiredScopes = props.requiredScopes ?? EMPTY_SCOPES
   const newScopes = !isConnect ? (props.newScopes ?? EMPTY_SCOPES) : EMPTY_SCOPES
 
   const newScopesSet = useMemo(
@@ -204,7 +224,9 @@ export function ConnectOAuthModal(props: ConnectOAuthModalProps) {
   )
 
   const displayScopes = useMemo(() => {
-    const filtered = [...requiredScopes].filter((scope) => !isHiddenScope(scope))
+    const filtered = [...dataverseEnvironmentForm.effectiveScopes].filter(
+      (scope) => !isHiddenScope(scope)
+    )
     if (isConnect) return filtered
     return filtered.sort((a, b) => {
       const aIsNew = newScopesSet.has(a)
@@ -213,7 +235,7 @@ export function ConnectOAuthModal(props: ConnectOAuthModalProps) {
       if (!aIsNew && bIsNew) return 1
       return 0
     })
-  }, [isConnect, requiredScopes, newScopesSet])
+  }, [isConnect, dataverseEnvironmentForm.effectiveScopes, newScopesSet])
 
   /**
    * Initialize the connect form once per open session, after credentials have
@@ -255,6 +277,10 @@ export function ConnectOAuthModal(props: ConnectOAuthModalProps) {
     setValidationError(null)
     setSubmitError(null)
     try {
+      const environmentUrl = dataverseEnvironmentForm.validate()
+      if (dataverseEnvironmentForm.enabled && !environmentUrl) return
+      if (environmentUrl) assertMicrosoftDataverseWebOAuthAvailable()
+
       let connectorType: string | undefined
 
       if (isConnect) {
@@ -316,10 +342,17 @@ export function ConnectOAuthModal(props: ConnectOAuthModalProps) {
         callbackURL.searchParams.set(ADD_CONNECTOR_SEARCH_PARAM, connectorType)
       }
 
-      await connectOAuthService.mutateAsync({
-        providerId,
-        callbackURL: callbackURL.toString(),
-      })
+      if (environmentUrl) {
+        await connectMicrosoftDataverseOAuthService.mutateAsync({
+          callbackURL: callbackURL.toString(),
+          environmentUrl,
+        })
+      } else {
+        await connectOAuthService.mutateAsync({
+          providerId,
+          callbackURL: callbackURL.toString(),
+        })
+      }
       handleClose()
     } catch (err: unknown) {
       const message = getErrorMessage(err, 'Failed to start OAuth connection')
@@ -328,10 +361,16 @@ export function ConnectOAuthModal(props: ConnectOAuthModalProps) {
     }
   }
 
-  const isPending = (isConnect && createDraft.isPending) || connectOAuthService.isPending
+  const isPending =
+    (isConnect && createDraft.isPending) ||
+    connectOAuthService.isPending ||
+    connectMicrosoftDataverseOAuthService.isPending
   const isDisabled = isConnect
-    ? !displayName.trim() || isPending || Boolean(existingCredential)
-    : isPending
+    ? !displayName.trim() ||
+      !dataverseEnvironmentForm.isComplete ||
+      isPending ||
+      Boolean(existingCredential)
+    : !dataverseEnvironmentForm.isComplete || isPending
 
   const displayNameError =
     validationError ??
@@ -381,6 +420,8 @@ export function ConnectOAuthModal(props: ConnectOAuthModalProps) {
           />
         )}
 
+        <MicrosoftDataverseEnvironmentField form={dataverseEnvironmentForm} />
+
         {isConnect && (
           <ChipModalField
             type='textarea'