VOOZH about

URL: https://www.cdata.com/kb/tech/dynamics365-cloud-mistral.rst

⇱ How to Connect to Live Dynamics 365 Data in Mistral AI Workflows and Agents (via CData Connect AI)

How to Connect to Live Dynamics 365 Data in Mistral AI Workflows and Agents (via CData Connect AI)

👁 Mohsin Turki
Mohsin Turki
Technical Marketing Engineer
Leverage the CData Connect AI Remote MCP Server to enable Mistral AI to securely access, query, and take action on live Dynamics 365 data without replication.

Mistral AI is a frontier AI company that builds enterprise-grade open-source and commercial large language models (LLMs). With Mistral, you can train, fine-tune, and deploy agents anywhere – on premises, in the cloud, or at the edge – while retaining full control of your data. Its agent-ready platform enables multilingual and multimodal AI that can search, create, code, automate, and collaborate securely, with support for memory and extended context handling.

CData Connect AI provides a secure cloud-to-cloud interface for easily integrating hundreds of enterprise data sources with Mistral AI. Through CData Connect AI, Mistral AI agents can query, analyze, and act on live Dynamics 365 data in real time, without replication. Connect AI manages authentication, security, and query optimization so you can focus on building intelligent workflows, while Mistral handles reasoning and natural language interaction.

In this guide, we will use Mistral AI's Le Chat, Mistral's customizable conversational chatbot, along with CData Connect AI to connect to live Dynamics 365 data. You will be able to interact with your live Dynamics 365 data directly in Mistral AI workflows – running queries and automating tasks securely.

The setup takes just a few minutes, and once connected, you will have your own chatbot agent intelligently conversing with your live Dynamics 365 data.

Let's begin.

Prerequisites

  1. A Mistral AI account – Sign up or log in here.
  2. A CData Connect AI account – Sign up or log in here.
  3. An active Dynamics 365 account with valid credentials.

Overview

Here is a quick overview of the steps we will follow:

  1. Connect: Add a connection to Dynamics 365 in CData Connect AI using your credentials.
  2. Configure: Create a custom MCP connection in Mistral AI Le Chat that points to your Dynamics 365 connection in CData Connect AI.
  3. Query: Interact with live Dynamics 365 data in Mistral AI workflows – running queries and taking actions using natural language.

About Dynamics 365 Data Integration

CData simplifies access and integration of live Microsoft Dynamics 365 data. Our customers leverage CData connectivity to:

  • Read and write data in the full Dynamics 365 ecosystem: Sales, Customer Service, Finance & Operations, Marketing, and more.
  • Extend the native features of Dynamics CRM with customizable caching and intelligent query aggregation and separation.
  • Authenticate securely with Dynamics 365 in a variety of ways, including Azure Active Directory, Azure Managed Service Identity credentials, and Azure Service Principal using either a client secret or a certificate.
  • Use SQL stored procedures to manage their Dynamics 365 entities - listing, creating, and removing associations between entities.

CData customers use our Dynamics 365 connectivity solutions for a variety of reasons, whether they're looking to replicate their data into a data warehouse (alongside other data sources) or analyze live Dynamics 365 data from their preferred data tools inside the Microsoft ecosystem (Power BI, Excel, etc.) or with external tools (Tableau, Looker, etc.).


Getting Started


Step 1: Configure Dynamics 365 Connectivity for Mistral

Connectivity to Dynamics 365 from Mistral AI is made possible through CData Connect AI Remote MCP. To interact with Dynamics 365 data from Mistral, we start by creating and configuring a Dynamics 365 connection in CData Connect AI.

  1. Log into Connect AI, click Sources, and then click Add Connection.
    2. 👁 Adding a Connection
  2. Select "Dynamics 365" from the Add Connection panel.
    3. 👁 Selecting a data source
  3. Enter the necessary authentication properties to connect to Dynamics 365.

    Edition and OrganizationUrl are required connection properties. The Dynamics 365 connector supports connecting to the following editions: CustomerService, FieldService, FinOpsOnline, FinOpsOnPremise, HumanResources, Marketing, ProjectOperations and Sales.

    For Dynamics 365 Business Central, use the separate Dynamics 365 Business Central driver.

    OrganizationUrl is the URL to your Dynamics 365 organization. For instance, https://orgcb42e1d0.crm.dynamics.com

    👁 Configuring a connection (Salesforce is shown)
  4. Click Save & Test.
  5. Navigate to the Permissions tab in the Add Dynamics 365 Connection page and update the user-based permissions. 👁 Updating permissions

Add a Personal Access Token

A Personal Access Token (PAT) is used to authenticate the connection to Connect AI from Mistral AI. It is a best practice to create a separate PAT for each service to maintain fine-grained access control.

  1. Click on the gear icon () at the top right of the Connect AI app to open the Settings page.
  2. On the Settings page, go to the Access Tokens section and click Create PAT.
  3. Give the PAT a descriptive name and click Create. 👁 Creating a new PAT
  4. Note: The PAT is only visible at creation, so be sure to copy and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to Dynamics 365 data from Mistral AI workflows.


Step 2: Configure the MCP Connector in Mistral Le Chat

With your Dynamics 365 connection and PAT created in CData Connect AI, the next step is to configure a custom MCP connector inside Mistral Le Chat.

  1. Log into Le Chat. 👁 Logging into Mistral Le Chat
  2. From the left-hand menu, click on Intelligence, then select Connectors. Click Add Connector. 👁 Adding a new connector
  3. In the dialog, select Custom MCP Connector and enter the following details:
    • Connector Name: For example, CData_Remote_MCP.
    • Connector Server: https://mcp.cloud.cdata.com/mcp (found in the "Connect Data to AI" ribbon in Connect AI).
    • Authentication Method: API Token Authentication.
    • Header Name: Authorization.
    • Header Value: Basic [email protected]:YourPAT (replace "[email protected]" with your CData Connect AI email and "YourPAT" with the PAT created earlier in above format).
    👁 Configuring the MCP connection
  4. Click Connect to establish the connection.
  5. Scroll down to the bottom of the Connections section to confirm that your MCP connection is successfully established. 👁 MCP connection established

This step ensures that Mistral Le Chat can securely route queries through the CData Remote MCP Server to your live Dynamics 365 data.


Step 3: Query Live Dynamics 365 Data from Mistral AI

Now that your MCP connector is configured in Le Chat, you can begin querying live Dynamics 365 data directly in your conversations.

  1. In Le Chat, click on Chats in the left menu to start a new chat.
  2. Enable your MCP connector by clicking the Enable Tools button. 👁 Enabling MCP tools in Le Chat
  3. Run a discovery query such as Get Catalogs or Get Tables to see the available data sources and schemas connected through CData Connect AI. 👁 Listing connected catalogs and tables
  4. Test the connection by running a simple query. For example: "Compare the win rate of Opportunities across different industries." 👁 Viewing visual query results (Salesforce is shown)
    👁 Viewing tabular query results (Salesforce is shown)

And that's it! You can now interact with live Dynamics 365 data conversationally inside Mistral Le Chat.

Build Complex AI Agents with CData Connect AI

With the integration complete, you can go beyond simple queries and build complex, multi-step AI agents. These agents can combine reasoning from Mistral AI with secure, real-time access to your enterprise data through CData Connect AI, enabling workflows such as sales forecasting, support triage, customer trend analysis, and more.

Try CData Connect AI for free today and use the full power of Mistral AI agents with secure, live access to your enterprise data.