> ## Documentation Index > Fetch the complete documentation index at: https://docs.retellai.com/llms.txt > Use this file to discover all available pages before exploring further. # Dynamics 365 agent functions > Dynamics 365 tools for Retell AI agents: look up and update Contacts, create Tasks and Notes, and log calls as completed Phone Call activities. A [connected Dynamics 365 environment](/integrations/microsoft-dynamics) gives your agents live tools for the environment: look up the caller, create Tasks and Notes, and log the call. Tools run during a conversation or [before and after it](/integrations/overview#run-tools-before-or-after-the-call-or-chat), and no [contact sync](/integrations/microsoft-dynamics-contact-sync) is required. ## 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](/integrations/microsoft-dynamics#prerequisites). See [use integration tools in an agent](/integrations/overview#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. | Tool | What it does | | ------------------------------------ | ----------------------------------------------------------------------------------------- | | **Search Contact** | Find a Contact by phone number — typically the caller's number, to identify who's calling | | **Get Contact** / **Update Contact** | Fetch a Contact by ID, or update fields the caller confirms or corrects | | **Create Contact** | Create a Contact for a caller who isn't in the CRM yet | | **Create Task** | Create a Task on a Contact when a follow-up is agreed | | **Create Note** | Attach a Note to a Contact with a summary of what was discussed | | **Log Phone Call** | Log the call as a completed Phone Call activity on the Contact's timeline | ## Required privileges Each tool needs the matching privilege on the signed-in account's security role: | Tool | Security role privilege | | --------------------------- | ------------------------------------------------------------------------------------------------- | | Search Contact, Get Contact | **Read** on Contact | | Create Contact | **Create** on Contact | | Update Contact | **Write** on Contact | | Create Task | **Create** on Task | | Create Note | **Create** on Note | | Log Phone Call | **Create** and **Write** on Phone Call (Retell creates the activity, then closes it as completed) | 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 Add Dynamics 365 tools to a single- or multi-prompt agent and test them with live requests. Call Dynamics 365 tools from a function node and branch on the result. Import your Dynamics Contacts, write analysis results back, and log calls on the Contact's timeline. Map tool responses to variables your agent can use later in the conversation.