Available tools
These tools appear in your agent’s function menu once the environment is connected. Every tool call runs as the signed-in account. See use integration tools in an agent for how to add and configure them.Records the tools create are owned by the account that signed in when connecting, so a dedicated integration user keeps the timeline reading “Retell integration” rather than a teammate’s name.
Required privileges
Each tool needs the matching privilege on the signed-in account’s security role:
Create Task, Create Note, and Log Phone Call each attach their record to a Contact, which in Dataverse also needs Append on the record being created and Append To on Contact. A missing privilege doesn’t flag the connection; that one tool fails.
Next steps
Integration tools for prompt agents
Add Dynamics 365 tools to a single- or multi-prompt agent and test them with live requests.
Integration tools in conversation flow
Call Dynamics 365 tools from a function node and branch on the result.
Dynamics 365 contact sync
Import your Dynamics Contacts, write analysis results back, and log calls on the Contact’s timeline.
Dynamic variables
Map tool responses to variables your agent can use later in the conversation.