【MCP Server】Dynamics 365 × Claude Desktop 連携ガイド | AI でデータを徹底活用

Model Context Protocol (MCP) is an emerging, open-source standard for connecting LLMs with external services and data sources. Through MCP Servers, AI clients can perform actions like opening Jira tickets, posting Slack messages, committing GitHub branches and more. With CData MCP Servers, these capabilities expand exponentially.

In this article, we guide the reader through installing the CData MCP Server for Dynamics 365, configuring the connection to Dynamics 365, and asking questions of the data in Claude Desktop.

Prerequisites

You need to download Claude Desktop (download) and create an account before continuing.

Overview

Here's a quick overview of the steps:

1. Download and install the CData MCP Server for Dynamics 365
2. Configure the connection to Dynamics 365
3. Ask questions about the data in Claude Desktop

Step 1: Download and install the CData MCP Server

1. To begin, navigate to https://www.cdata.com/solutions/mcp/connectors and download the CData MCP Server for Dynamics 365.
2. Find and double-click the installer to begin the installation.
3. Follow the prompts to complete the installation.

When the installation is complete, you are ready to configure your MCP Server by connecting to Dynamics 365.

Step 2: Configure the connection to Dynamics 365

1. After installation, the CData MCP Server configuration wizard should open automatically.

   NOTE: If the wizard does not open automatically, search for "CData MCP Server" in the Windows search bar and double-click the application.

2. Click the dropdown menu in MCP Configuration > Configuration Name and select ""
3. Name the configuration (e.g. "cdatadynamics365") and click "OK."

   NOTE: This name is used as the name for the MCP server and as the prefix for all of the MCP Server's tools.

   

4. Connecting to Dynamics 365

   Dynamics 365 接続プロパティの取得・設定方法

   Microsoft Dynamics 365 への接続

   Microsoft Dynamics 365 ドライバーは、以下のMicrosoft Dynamics 365 エディションへの接続をサポートしています。

   • CustomerService
   • FieldService
   • FinOpsOnline （デフォルト）
   • FinOpsOnPremise
   • HumanResources
   • Marketing
   • ProjectOperations
   • Sales

   Notes：

   • Supply Chain Management はFinance and Operations と同一です。これらのいずれかに接続するには、Edition をFinOpsOnline またはFinOpsOnPremise のいずれかに設定します。
   • Microsoft Dynamics 365 Business Central については、個別のMicrosoft Dynamics 365 Business Central ドライバーを使用してください。
   サポートされているMicrosoft Dynamics 365 エディションのいずれか接続するには、次のパラメータを設定します。
   • OrganizationURL：お使いのMicrosoft Dynamics 365 組織のURL。例えば、https://orgcb42e1d0.crm.dynamics.com。
   • Edition：上記のエディション一覧に示すとおり。

   Microsoft Dynamics 365 への認証

   Microsoft Dynamics 365 は、Microsoft Entra ID（Azure AD）、Azure サービスプリンシパル、Azure マネージドID（MSI）を経由する認証をサポートします。これらはすべてOAuth 規格に基づきます。 認証方法の詳細は、ヘルプドキュメントを参照してください。

   Enter the appropriate connection properties in the configuration wizard.

   
5. Click "Connect" to authenticate with Dynamics 365 through OAuth.

   NOTE: The configuration wizard should open your browser and ask you to sign into Dynamics 365. If your browser does not open, close the configuration wizard and re-open the application using "Run as Administrator" (see below).

   
6. Finally, click "Save Configuration" to save the MCP server.

   NOTE: This saves the configuration details to a separate file and updates the Claude Desktop configuration file (claude_desktop_config.json) to start the CData MCP Server when the Claude Desktop client starts.

With the CData MCP Server configured, you are ready to start asking questions of your live data from Claude.

Step 3: Ask AI for answers from live Dynamics 365 のデータ

Now that we have installed the CData MCP Server and configured a connection, we are ready to start with Dynamics 365 のデータ in Claude Desktop.

1. Open Claude Desktop. It may take a moment for the MCP Servers to start, but you will see the list of servers and tools available in the Claude interface (look for the settings icon below the prompt bar).

   You can individually enable and disable specific tools by clicking on the server name.

2. Now that you have connected, you can ask Claude questions about the Dynamics 365 のデータ. For example: "Can you give me a quantitative analysis about my closed-won opportunities by industry?"

   NOTE: Claude may need to explore the Dynamics 365 のデータ to make sense of it before it can begin answering questions of the data. The tabular model presented by CData alongside the database tools available simplify the data exploration and analysis for an LLM.

   

Connect your AI to your data today!

CData MCP Servers make it easier than ever for LLMs to work with live enterprise data. To explore the technology hands-on, download a free, 30-day trial or visit the CData Community to share insights, ask questions, and help shape the future of enterprise-ready AI.