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Microsoft Dynamics 365

Finance & accounting

Customers, vendors, orders, invoices, and inventory.

You connect Microsoft Dynamics 365 with your Microsoft Dynamics 365 sign-in or an API key, and workflows can then read and update what that account can in Microsoft Dynamics 365, through its API.

Use it in a workflow

Tell the architect, the AI that builds your workflows, what you want done in your own words. For example:

Every Friday, pull unpaid bills from Microsoft Dynamics 365 and send me a summary to approve.

Access and security

  • With a sign-in, you grant access on Microsoft Dynamics 365's own consent screen, and Malleable stores the resulting token, never your password.
  • An API key you enter never appears in chat and is hidden from the AI. A key saved as a reusable connection is stored with your Malleable account and only sent to Microsoft Dynamics 365.
  • Every run uses the connection the workflow's owner set up, so anyone who can run the workflow acts with that account's access in Microsoft Dynamics 365. Connect an account or key with only the access the workflow needs.
  • You can revoke access at any time in Microsoft Dynamics 365's settings.

Malleable is SOC 2 Type II certified and doesn't train AI models on your data. More in Security & data handling and our Trust Center.

Connection details for IT

Workflows reach Microsoft Dynamics 365 through its public API, with the sign-in or API key you connect. Your Microsoft Dynamics 365 admin may need to turn on API access first.

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