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Video tutorial

The Dynamics 365 ERP MCP Server, Explained

What the Dynamics 365 ERP MCP server is, the data, form, and action tools it exposes, how security works, and how to connect an agent.

Free

Free 2-minute video lesson. What the Dynamics 365 ERP MCP server is, the data, form, and action tools it exposes, how security works, and how to connect an agent. Short, visual and to the point, so you can watch it between meetings and apply it the same day.

The Dynamics 365 ERP MCP server lets AI agents work with finance and operations apps through the open Model Context Protocol. This silent slide video explains what MCP is, the three tool categories (data, form, action), prerequisites and versions, how to connect from Copilot Studio or Visual Studio Code, and why security stays inside F&O roles and business logic. It also notes the retirement of the older static server. For architects, developers, and AI leads.

What you'll learn

  • What MCP is
  • What the server does
  • Three tool categories
  • Prerequisites
  • Static server retirement
  • Connect from Copilot Studio
  • Connect from Visual Studio Code
  • Security model
  • Design tips
  • Key takeaway

Who it's for

Functional consultants, business analysts, key users and project leads working on Microsoft Dynamics 365 Finance & Operations, plus anyone moving into D365 from another ERP.

Go deeper

Pair this lesson with the related free e-books and templates in the resource library, and read the latest practical articles on the blog.

Let's connect

I'm Pranshu Shubham, a Microsoft Dynamics 365 F&O Solution Architect and PMP-certified program lead with 8+ years of ERP and AI transformation across the USA, Europe and APAC. I created this resource from real project experience, and I'd love to hear how you use it.